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 Dual Index Plan (FTSE and EURO STOXX) 8

Scroll down for product specific information and downloads including brochure and application forms
Defensive Dual Index Plan (FTSE and EURO STOXX) 8

When you invest in the Defensive Dual Index Plan (FTSE and EURO STOXX) 8, you may receive capital growth of 9% 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 two onwards, if both Indices are at or above their Initial Index Level.

Defensive feature: If no early kick-out occurs, investors still receive 54% growth at the end of the term provided that both Indices are at or above 75% of their Initial Index Levels.

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

Overview

  • Investment term: Up to six years
  • Potential kick-out from year two
  • Potential capital growth of 9% 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

29 August 2014 (Stocks & Shares ISA transfer)
5 September 2014 (Cash ISA transfer)

Application deadline

19 September 2014

Investment start date

26 September 2014

Anniversary dates

26 September 2016, 26 September 2017, 26 September 2018 and 26 September 2019

Investment end date

26 September 2017

Product material

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Subscribe for free resources
& news updates.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form