Maturing products
This section provides advisers with summary details of upcoming maturities over the next three months. If you have clients invested in any of the mentioned funds and would like to speak with us, please call us on 0800 234 6023 or email ifa@barclaysinvestors.com.
Defined Returns Plan (three-year option): Issue M7
A fixed return if the FTSE 100 Index is the same or higher than the Initial Index Level. Two options: Five-year option – 35% potential return Three-year option – 18% potential return
Defined Returns Plan Annual Kick-Out: December 2008
Offers a fixed return provided the FTSE 100 Index is the same or higher than the Initial Index Level. Annual Kick Out option – 13.5% potential return for each year held
Woolwich Cherry Picker Plan: Issue 1
100% capital return plus exposure to FTSE 100, S&P 500 and Dow Jones Eurostoxx 50. Exposure calculated retrospectively: 50% to best performing; 30% to 2nd best and 20% to 3rd best. 12 months averaging. Five-year term.
Woolwich Guaranteed 50:50 Deposit Account: Issue 1
Capital split equally into two accounts: Interest Account: One-year term, 100% initial deposit repaid plus 8% gross/AER. Growth Account: Five-year term, 100% initial deposit repaid plus 50% rise of FTSE 100 Index.
Protected FTSE Plan (three-year option): Issue N5
100% capital return plus 75% rise of FTSE 100 Index, subject to averaging over the last six months. Three-year term.
Defined Returns Plan (three-year option): Issue N8
A fixed return if the FTSE 100 Index is the same or higher than the Initial Index Level. Two options: Rates TBC
Woolwich Capital Plus Plan: Issue A9
100% minimum return plus the greater of 25% growth or 50% rise of FTSE 100 Index. 12 months averaging. Six-year term.
Defined Returns Plan Annual Kick-Out (AKO 100 option): February 2009
Our Defined Returns Plan (Annual Kick -Out) offers your clients the prospect of a competitive return, even if the FTSE 100 Index delivers negligible growth.
Woolwich Guaranteed 50:50 Deposit Account: Issue 2
Capital split equally into two accounts: Interest Acccount: One-year term, 100% initial deposit repaid plus 7% gross/AER. Growth Account: Five-year term, 100% initial deposit repaid plus 70% rise of FTSE 100 Index.
Protected FTSE Plan (three-year option): Issue P5
100% capital return plus 77.5% rise of FTSE 100 Index, subject to averaging over the last six months. Three-year term.
*This is the latest price for this product and not the price an investor would receive if they withdrew early (subject to the Terms and Conditions allowing this). The price they receive will only be known on the 10th and last working day of each month when the early withdrawal instructions are acted upon.