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Cater Allen – Capital Guaranteed Defined Return Plan 2

Cater Allen

Capital Guaranteed Defined Return Plan 2

Type: Guaranteed equity bond

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

Minimum- maximum investment: £7,200-£1m

Term: Three years and nine months or five years and six months

Return: Three years and nine month term – 18% growth if the average index level over the last six months of the term is above its initial level, otherwise 0.25% growth, five years and six month term – 37% growth if the average index level over the last six months of the term is above its initial level, otherwise 0.5% growth

Guarantee: Three years and nine month term – original capital returned in full at the end of the term regardless of the performance of the index along with 0.25 per cent growth, five years and six month term – original capital returned in full at the end of the term regardless of the performance of the index along with 0.5 per cent growth

Closing date: September 3, 2009

Commission: Initial 2.5%

Tel: 0800 092 3300


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