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Deposit Growth Plan 14
An opportunity for your clients to receive returns in excess of cash deposits if the
relevant Index (FTSE 100 (option 1) or the EVEN 30™ (option 2)) increases over
the 5 year Plan Term,
while also returning their initial
deposit at maturity.
Option 1
Return
100% of any rise in the FTSE 100 after 5 years with no maximum return.
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, 12 September 2016 to, and including, 10 March 2017.
Commission
3% 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.
This Plan is not available to residents in Jersey.
The above returns are stated gross.
Option 2
Return
150% of any rise in the EVEN 30™ after 5 years with no maximum return.
The Initial Index Level is the closing level of the EVEN 30™ on 12 March 2012.
The Final Index Level is the average of the closing levels of the EVEN 30™ on each Business Day from, and including, 12 September 2016 to, and including, 10 March 2017.
Commission
3% 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.
This Plan is not available to residents in Jersey.
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: 13 March 2017
Option 2: 13 March 2017
Term
5 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
