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FTSE 100 3 Year Deposit Plan 31
An opportunity for your clients to receive returns in excess of cash deposits if the FTSE 100 increases over the 3 year Plan Term, with full return of initial deposit at maturity regardless of FTSE 100 performance.
Option 1
Return
19% return if the Final Index Level is higher than the Initial Index Level after 3 years.
The Initial Index Level is the closing level of the FTSE 100 on 12 March 2012.
The Final Index Level is the average of the closing levels of the FTSE 100 on each Business Day from, and including, 11 December 2014 to, and including, 11 March 2015.
Commission
2.25% initial, or 1% of initial plus 0.45% trail, payable on the Plan’s anniversary dates, or 1% initial commission only.
Commission rebates are not available for ISA investments.
The above returns are stated gross.
Option 2
Return
3% minimum return or 16% return if the Final Index Level is higher than the Initial Index Level after 3 years.
The Initial Index Level is the closing level of the FTSE 100 on 12 March 2012.
The Final Index Level is the average of the closing levels of the FTSE 100 on each Business Day from, and including, 11 December 2014 to, and including, 11 March 2015.
Commission
2.25% initial, or 1% of initial plus 0.45% trail, payable on the Plan’s anniversary dates, or 1% initial commission only.
Commission rebates are not available for ISA investments.
The above returns are stated gross.
Important Plan dates
Offer Period for
direct
investments
and
ISA investments
16 January 2012 to
24 February 2012
ISA Transfers
10 February 2012
Start Date
12 March 2012
Maturity Date
Option 1: 12 March 2015
Option 2: 12 March 2015
Term
3 years
Product Comparison
Compare this Plan against similar products in the market
Downloads
All our application forms can be completed electronically.
Brochures & Application Forms
IFA Support Material
Terms of Business
FVC Report
