When you invest in the SG UK Step Down Kick-out Plan (UK3) Issue 1, you may receive an accumulated return of 8.5% for each year that has elapsed since the Investment Start Date, depending on the performance of the FTSE 100 Index.
The Plan has the potential to mature early (kick-out) on an Anniversary Date where the FTSE 100 Index is at or above a pre-determined kick-out level.
The required kick-out level reduces by 5% of the Initial Index Level on the fifth anniversary, and on each Anniversary Date thereafter.
Capital is at risk if the Index closes below 60% of its Initial Index Level on the Investment End Date. You could lose some or all of your Initial Investment.
ISA/ JISA transfer deadline
28 September 2018 (Stocks & Shares ISA transfer)
5 October 2018 (Cash ISA transfer)
Application deadline
19 October 2018
Investment start date
26 October 2018
Anniversary dates
26 October 2020, 26 October 2021, 26 October 2022,
26 October 2023, 28 October 2024 and 27 October 2025
Investment end date
26 October 2021
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