When you invest in the Defensive Dual Index Plan 35, 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
5 February 2016 (Stocks & Shares ISA transfer)
12 February 2016 (Cash ISA transfer)
Application deadline
26 February 2016
Investment start date
4 March 2016
Anniversary dates
5 March 2018, 4 March 2019, 4 March 2020 and 4 March 2021
Investment end date
5 March 2018
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