Name | Type | Rates |
---|---|---|
1-Year Fixed Account |
Fixed
|
5.15%
Fixed
|
1-Year Barclays Focus 50 PTP Participation Rate |
Point to Point
Annual
|
175%
Participation
|
1-Year S&P MARC 5% ER PTP Participation Rate |
Point to Point
Annual
|
200%
Participation
|
2-Year Barclays Focus 50 PTP Participation Rate |
Point to Point
Biennial
|
225%
Participation
|
1-Year S&P 500 PTP Monthly Average Cap |
Point to Point
Annual
Monthly average
|
12%
Cap
|
1-Year S&P 500 PTP Monthly Average Participation Rate |
Point to Point
Annual
Monthly average
|
70%
Participation
|
1-Year S&P 500 PTP Monthly Sum Cap |
Point to Point
Annual
Monthly sum
|
3.1%
Cap
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
10.5%
Cap
|
1-Year S&P 500 PTP Participation Rate |
Point to Point
Annual
|
41%
Participation
|
2-Year S&P 500 PTP Monthly Average Cap |
Point to Point
Biennial
Monthly average
|
20%
Cap
|
Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 |
---|---|---|---|---|---|---|---|---|---|---|
Penalty | 12% | 12% | 12% | 12% | 11% | 10% | 8% | 6% | 4% | 2% |
Name | Inbuilt | Fee |
---|---|---|
Market Value Income Rider | No | 0.95% annually (0.95% max) |