The information given in this product review has been taken from the product terms and conditions, brochure, and other literature available from the product provider. No guarantee can be made to the accuracy of the information. You should therefore satisfy yourself as to the full terms and risks of any investment by reference to the relevant materials provided by the product provider. Please request these documents using the buttons on the left of the page.
Please Note: This product closed for investment on 28/12/2009
FTSE EPRA/NAREIT Developed Europe Index and iShares Dow Jones US Real Estate Index Fund
50% of Initial Index Level.
|Closing Date||ISA Transfers||Strike Date||Maturity Date|
Please Note: The investment returns and the return of capital are dependent upon the counterparty meeting their obligations on time and in full. If the counterparty fails to meet their obligations you could lose some or all of your capital.
The credit ratings provided below can be a useful way to compare the credit risk associated with different Counterparties or Deposit Takers. Credit ratings are assigned by independent companies known as ratings agencies.
1.25 times the average rise in the FTSE EPRA/NAREIT Developed Europe Index and the iShares Dow Jones US Real Estate Index Fund capped at 60%.
The closing level of the FTSE 100 Index on 11 January 2010.
The average of the monthly closing levels of the FTSE 100 Index taken over the final six months of the investment term, from 13 July 2015 up until 11 January 2016.
Please note that whilst the averaging used to determine the Final Index Level may offer a degree of protection against the index falling dramatically towards, or immediately prior to maturity, conversely, this averaging could constrain the benefits of the market rising gradually towards, or sharply immediately prior to maturity.
|Cash ISA||Equity ISA||Direct||ISA Transfer||SIPP **|
*Note that minimum contributions exclude any applicable adviser charges
**The investment may also be available through third party SIPP Providers
It is our understanding that any growth achieved by this investment at maturity will be subject to Capital Gains Tax rules applicable at that time.
Please note, tax rules and legislation are subject to change at any time.
Barrier Level: 50% of Initial Index Level.
Capital at Risk Barrier Type: Not Applicable
The original capital investment is "protected" regardless of the movement in the underlying product index link throughout the investment term.
Where no advice has been sought or given, our fee for acting as intermediary for this investment is 1.65% of the amount invested, capped at £2,000. For example, on an investment of £25,000 our fee would be £412.50 and for an investment of £125,000 it would be £2,000.
The commission built into the terms of this product will be added to the amount that you invest.
Please enter the value of your investment below to calculate the fee payable.
All investment involves risk and you could lose some or all of the money you invest.
It is imperative that you read the plan brochure and terms and conditions and understand all of the risks involved prior to proceeding. If you do not fully understand the risks, the commitment or you are unsure as to the suitability of the investment for you, you should not proceed but instead contact us via E-mail or Callback Request for advice.