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.

Defensive Annual Growth Plan 11

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Defensive Annual Growth Plan 11

When you invest in the Defensive Annual Growth Plan 11, you may receive capital growth of 6.5% for each year of your investment depending on the performance of the FTSE 100 Index.

Potential early maturity (kick-out) on any anniversary date, from year two onwards, if the FTSE 100 Index is at or above its Initial Index Level.

Defensive feature: If no early kick-out occurs, investors still receive 39% growth at the end of the term provided the FTSE 100 Index is at or above 75% of its Initial Index Level.

Capital is at risk if the Index closes below 50% of its Initial Index Level on the Investment End Date.

Overview

  • Investment term: Up to six years
  • Potential capital growth of 6.5% for each year of your investment from year two
  • 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

22 August 2014 (Stocks & Shares ISA transfer)
29 August 2014 (Cash ISA transfer)

Application deadline

12 September 2014

Investment start date

19 September 2014

Anniversary dates

19 September 2016, 19 September 2017, 19 September 2018 and 19 September 2019

Investment end date

19 September 2017

Product material

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