Investment Management

A wide range of services where you can choose your level of involvement in managing your investments. You can make all the investment decisions yourself and simply give us your instructions, you can access our expert advice for your portfolio or entrust the decisions to your dedicated investment managers.

As an independent investment manager, not tied to any funds, products or large institutions, we offer you transparency and flexibility to ensure that your objectives are met efficiently and successfully.

Dual Index Plan (FTSE and EURO STOXX) 2

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Dual Index Plan (FTSE and EURO STOXX) 2

When you invest in the Dual Index Plan, you may receive capital growth of 12% for each year of your investment depending on the performance of the FTSE 100 Index and the EURO STOXX 50 Index.

Potential early maturity (kick-out) on any anniversary date, from year one onwards, if both Indices are at or above their Initial Index Level.

Capital is at risk if either Index closes below 60% of its Initial Index Level on the Investment End Date.

Overview

  • Investment term: Up to six years
  • Potential kick-out from year one
  • Potential capital growth of 12% for each year of your investment
  • Capital is at risk, you could lose some or all of your initial investment
  • Counterparty is Santander UK plc which holds an 'A' credit rating from Standard & Poor's
  • Invest from £10,000

Key dates

ISA/ JISA transfer deadline

2 May 2014 (Stocks & Shares ISA transfer)
9 May 2014 (Cash ISA transfer)

Application deadline

23 May 2014

Investment start date

30 May 2014

Anniversary dates

1 June 2015, 31 May 2016, 30 May 2017, 30 May 2018 and 30 May 2019

Investment end date

1 June 2015

Product material

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