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Barclays – Defined Returns Plan


Defined Returns Plan

Type: Guaranteed equity bond

Aim: Growth linked to the performance of the FSTE 100 index

Minimum-maximum investment: £4,000-£500,000, Isa £7,000

Term: Three or five years

Return: Three-year option – 21% of the original investment at the end of the term, five-year option – 45% of the original investment at the end of the term, five-year annual kick-out option – 8.5% in year one if the index is at or above its starting value, 17% in year two, 25.5% in year three, 34% in year four or 42.5% in year five

Guarantee: Three and five-year options – original capital returned in full regardless of the performance of the index, five-year annual kick-out option – original capital returned in full provided the index does not fall by more than 50% without returning to its initial value

Closing date: September 28, 2007, September 14, 2007 for Pep/isa transfers

Commission: Five-year options – initial 3%, three-year option – 2.25%

Tel: 0800 234 6021


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