This website is for
financial advisers only
our products
FTSE 100 Kick-Out Deposit Plan 26
An opportunity for your clients to receive returns in excess of cash deposits after 5 years or earlier, with full return of initial deposit at maturity regardless of FTSE 100 performance.
Option 1
Return
If at the end of years 1, 2, 3, 4 or 5, the five-day average closing level of the FTSE 100
(Kick-Out Level) is higher than the Initial Index Level, the Plan will mature with a fixed payment equal to 6% gross per annum (not compounded).
The Initial Index Level is the closing level of the FTSE 100 on 12 March 2012.
Commission
1% initial commission only.
Option 2
Return
If at the end of years 2, 3, 4 or 5, the five-day average closing level of the FTSE 100
(Kick-Out Level) is higher than the Initial Index Level, the Plan will mature with a fixed payment equal to 6.25% gross per annum (not compounded).
The Initial Index Level is the closing level of the FTSE 100 on 12 March 2012.
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.
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
Kick-Out Dates
End of year 1: 12 March 2013 (Option 1 only)
End of year 2: 12 March 2014
End of year 3: 12 March 2015
End of year 4: 14 March 2016
End of year 5: 13 March 2017
Final Maturity Date
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
