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At a glance
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A five year investment, maturing on 07 January 2014
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A chance to receive up to 8.50% annual income or 0.69%
monthly
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Option of lower 7.40% annual income, or 0.60% monthly,
with additional protection of capital
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Income paid irrespective of stockmarket movements
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For all options, capital return at maturity is dependent
on the performance of the FTSE 100 and S&P 500 Indices
and is not guaranteed
Plan Availability
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Direct investment by individual or by individual or
joint investors joint investors
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A Stocks and shares ISA for 2008/2009 (maximum of £7200)
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ISA transfers*
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Investment from SIPPs, SSASs, trustees, including
trustees of pension funds, including
trustees of pension funds, charities and companies
charities and companies
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The minimum investment is £3600 and maximum is
£2 million except as specified.
*From 6 April 2008 you will be able to transfer an
existing cash ISA to a Stocks & Shares ISA
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Dates |
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Offer closes 12 December 2008
(unless fully subscribed prior) |
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PEP & ISA Transfers close – 05 December 2008 |
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Matures
- 07 January 2014 |
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Early redemption is not advised as you
might get back less than you invested. |
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ISA Transfers
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If you want to transfer an existing investment
into this Plan you should consider any exit and
transfer cost you might incur, and the potential
for loss of growth following a rise in the
markets while the transfer is pending. |
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