Name | Type | Rates |
---|---|---|
1-Year Fixed Account |
Fixed
|
3.75%
Fixed
|
1-Year First Trust Capital Strength Barclays 5% PTP Participation Rate |
Point to Point
Annual
|
150%
Participation
|
1-Year Morgan Stanley Global Opportunities PTP Participation Rate |
Point to Point
Annual
|
140%
Participation
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
9.5%
Cap
|
1-Year S&P 500 PTP Participation Rate |
Point to Point
Annual
|
35%
Participation
|
1-Year S&P 500 Performance Triggered |
Performance Triggered
Annual
|
7.5%
Performance triggered
|
Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 |
---|---|---|---|---|---|---|---|
Penalty | 9% | 8% | 7% | 6% | 5% | 4% | 3% |
Name | Inbuilt | Fee |
---|---|---|
Return of Premium Rider | No | 0.40% annually |