When you invest in the Defensive Dual Index Plan 33, you may receive capital growth of 7% for each year of your investment depending on the performance of the FTSE 100 Index and the S&P 500 Index.
Potential early maturity (kick-out) on any anniversary, from year two onwards, if both Indices are at or above their Initial Index Levels.
If no early kick-out occurs, the Plan includes a defensive feature at the end of the term, whereby the required kick-out levels reduce to 50% of the Initial Index Levels.
Capital is at risk if either Index closes below 50% of its Initial Index Level on the Investment End Date.
ISA/ JISA transfer deadline
22 December 2015 (Stocks & Shares ISA transfer)
29 December 2015 (Cash ISA transfer)
Application deadline
15 January 2016
Investment start date
22 January 2016
Anniversary dates
22 January 2018, 22 January 2019, 22 January 2020 and 22 January 2021
Investment end date
22 January 2018
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