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 12

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Defensive Annual Growth Plan 12

When you invest in the Defensive Annual Growth Plan 12, you may receive capital growth of 6.25% 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 37.5% 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

  • Potential return of 6.25% for each year investment is held
  • Matures on the first anniversary, from the second year onwards, that the FTSE 100 Index is at or above its Initial Index Level
  • Defensive Feature: The kick-out level reduces to 75% of the Initial Index Level on the Investment End Date
  • Counterparty is Santander UK plc, with an 'A' credit rating from Standard & Poor's
  • Capital is at risk, if the FTSE 100 Index has fallen by more than 50% on the Investment End Date
  • Invest from £10,000

Key dates

ISA/ JISA transfer deadline

24 October 2014 (Stocks & Shares ISA transfer)
31 October 2014 (Cash ISA transfer)

Application deadline

14 November 2014

Investment start date

21 November 2014

Anniversary dates

21 November 2016, 21 November 2017, 21 November 2018 and 21 November 2019

Investment end date

21 November 2016

Product material

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