The Financial Group
We simplify all those essential financial decisions
2012 STRUCTURED PRODUCT MATURITIES To provide a simple guide to matured products, we have produced the following table showing a list of the plans we have recommended in the past that have matured so far this year. Simply ‘hover’ over any of the plan titles to see a full description. For quick reference each plan is colour coded to show - matured with a gain & return of original invested capital matured with no gain & no loss matured with a capital loss _______________________________________________________________________________________ Plan name Plan type Start date Maturity date Gain Barclays 3 Year Super Tracker (Nov 09) Growth 04 Jan 2010 04 Jan 2013 24.40% Meteor FTSE 5 Plan Kick-Out 20 Apr 2012 21 Jan 2013 13.50% Aviva Investors Defined Growth Fund 3 Kick-Out 17 Feb 2012 13 Feb 2013 11.00% Legal & General Early Bonus Plan 4 Kick-Out 15 Mar 2012 15 Mar 2013 11.00% Meteor Twin Option Kick Out (Mar 08) Kick-Out 08 May 2008 13 May 2013 65.00% Barclays 5 Year Super Tracker (May 08) Growth 14 May 2008 14 May 2013 37.80% Barclays Defined Returns Plan (Apr 09) Deposit 19 Jun 2009 19 Jun 2013 26.00% Gilliat Annual Kickout (Jun 11) Kick-Out 30 Jun 2011 01 Jul 2013 22.00% Barclays Minimum Return Plan Deposit 15 Jul 2007 15 Jul 2013 28.00% Meteor Top Ten Plan 2 Kick-Out 06 Aug 2010 06 Aug 2013 57.00% Legal & General Early Bonus Plan 7 Kick-Out 15 Aug 2012 15 Aug 2013 10.25% __________________________________________________________________________________________ Each month we will add to this list with the previous month’s maturities of the plans that we have previously recommended. In the meantime, if you require any further assistance, or have any questions, please do not hesitate t o contact us . New Plans