When you invest in the Defensive Dual Index Plan 40, 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 required kick-out levels.
If no early kick-out occurs, and the Plan runs to the full six year Investment Term, Capital is at risk if either Index closes below 50% of its Initial Index Level on the Investment End Date.
ISA/ JISA transfer deadline
3 February 2017 Stocks & Shares ISA transfer
10 February 2017 Cash ISA transfer
Application deadline
24 February 2017
Investment start date
3 March 2017
Anniversary dates
4 March 2019, 3 March 2020, 3 March 2021 and
3 March 2022
Investment end date
3 March 2023
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