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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



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