Walker Crips
Dual Index Plan 10

2.5% Discount
Download Brochure Key Dates
Download ISA & Direct Investment Application Plan Closes: 17 February 2012
Download ISA Transfer Form Stocks & Shares ISA Transfer: 20 January 2012
Download SIPP/SSAS Application Cash ISA Transfers: 03 February 2012
Download Trust & Companies Application Order literature by post
   

To gain a full understanding of this Plan it is important that you read the brochure carefully, including the Terms and Conditions. If you are unsure about anything, please seek financial advice to ensure the Plan suits your requirements and overall investment planning. Remember, the information in this brochure does not constitute tax, legal or investment advice and Moneyworld has given you no advice.  Please read our terms of business before proceeding.
 

Summary

When you invest in the Dual Index Plan, you may receive capital growth of 12.5% for each year of your investment depending on the performance of the FTSE™ 100 Index and the S&P 500 Index.

If, on any of the six anniversary dates, the FTSE™ 100 Index and the S&P 500 Index are at the same level, or higher, than their closing levels on the Investment Start Date (Initial Index Levels), your investment (the Plan) will close and you will receive a fixed capital growth payment.

Where the performance of the Indices have not activated a fixed capital growth payment, and the Plan runs to the full six-year term, there will be a reduction in your Capital returned if, on the Investment End Date, either of the Indices have fallen below 50% of their closing levels on the Investment Start Date. See page 6 of the brochure for a further explanation and illustration.
 
Plan overview

 Potential capital growth of 12.5% for each year of your investment

• Potential early maturity after one, two, three, four or five years

• Capital is at risk, you could lose some or all of your initial investment

• Counterparty is Barclays Bank plc, which holds an ‘A+’ credit rating from Standard & Poor’s at the time of publication of the product literature

• Invest from £5,000


Considerations for investing

Yes, I am interested in this Investment because:

• You are prepared to lose some or all of your Capital.

• You will not need access to your Capital for six years.

• You would like to potentially receive growth from your Capital.

• You do not need income from your capital.

• You want the potential for a defined return.

• You have a minimum of £5,000 to invest.

• You want your returns linked to stock market performance.

No, this Investment may not be suitable for me because:

• You are not prepared to accept any risk to your Capital.

• You do not have readily accessible spare cash for emergencies.

• You need income from your Capital over the next six years.

• You may need access to your capital before the Investment End Date in six years’ time.

• You want to add to your investment from time to time or at regular intervals.

• You do not want your returns linked to stock market performance.

VIEW RISK FACTORS

 

 

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