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.
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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 11

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When you invest in the Dual Index Plan (FTSE and S&P) 11, you may receive capital growth of 10% for each year of your investment depending on the performance of the FTSE 100 Index and the S&P 500 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.

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 two
Potential capital growth of 10% 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

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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