View more on these topics

Barclays Wealth – Defined Returns Plan

Barclays Wealth

Defined Returns Plan

Type: Capital-protected bond

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

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

Term: Three or five years

Return: Three-year term – 18.75% of the original investment if the index is the same or has grown by the end of the term, five-year term – 40% of the original investment, annual kick-out option – 12.75% in year one if index is at or above starting level, 25.5% in year two, 38.25% in year three, 51% in year four, 63.75% in year five

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

Closing date: June 2, 2008

Commission: Five year and annual kick-out options – initial 3%, three-year option – initial 2.25%

Tel: 0800 234 6021

Recommended

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com