When you invest in the Semi-Annual Step Down Kick-out Plan (August 2017), you may receive capital growth of 3.25% for each six month period that has elapsed (equivalent to 6.50% per annum) depending on the performance of the FTSE 100 Index.
Potential early maturity (kick-out) on any anniversary date, from year two onwards, if the FTSE 100 Index is at or above its required kick-out level.
The Plan includes a defensive feature, whereby the required kick-out level reduces by 5% of the Initial Index Level on the third anniversary, and on each year thereafter.
Capital is at risk if the Index closes below 60% of its Initial Index Level on the Investment End Date.
ISA/ JISA transfer deadline
7 July 2017 (Stocks & Shares ISA transfer)
14 July 2017 (Cash ISA transfer)
Application deadline
28 July 2017
Investment start date
4 August 2017
Anniversary dates
5 August 2019, 4 February 2020, 4 August 2020, 4 February 2021,
4 August 2021, 4 February 2022, 4 August 2022, 6 February 2023 and 4 August 2023
Investment end date
4 August 2021
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.