4
Merchant Capital Income Plan: Capital & Income Lock-in
Availability and Key Dates Time line New ISA & Direct Investment Closing Date 12/08/2010 ISA Transfers Closing Date 05/08/2010
Initial Level Close of business 19/08/2010
Maturity Date 16/09/2016 Final Level Close of business 19/08/2016
Investment Date 19/08/2010 Lock-in Observations 19/08/2011
20/08/2012
OFFER PERIOD
19/08/2013
19/08/2014
19/08/2015
19/08/2016
INVESTMENT PERIOD
Plan availability ★★ Direct investment by individual or joint investors ★★ A Stocks and Share ISA for 2010/2011 (maximum of £10,200 ISA allowance for all investors) ★★ ISA transfers* ★★ Investment from SIPPs, SSASs, trustees (including trustees of pension funds) charities and companies (application forms available on request) ★★ The minimum investment is £5,000 and maximum is £2 million except as specified.
Key Dates — Application Deadlines ISA Transfers
5 August 2010
Direct investments
12 August 2010
New 2010/11 ISA Applications
12 August 2010
Key Dates — Investment and Index Measurement Dates Investment date Initial Level
The close of business level of the Index on 19 August 2010
Final Level
The close of business level of the Index on 19 August 2016
Maturity Date *From 6 April 2008 you have been able to transfer an existing cash ISA to a Stocks & Shares ISA.
19 August 2010
16 September 2016