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.

Annual Growth Plan 30

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Annual Growth Plan 30

When you invest in the Annual Growth Plan 30, you may receive capital growth of 7.5% 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.

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 7.5% for each year of your investment
  • Potential kick-out 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

16 January 2015 (Stocks & Shares ISA transfer)
23 January 2015 (Cash ISA transfer)

Application deadline

6 February 2015

Investment start date

12 February 2015

Anniversary dates

13 February 2017, 12 February 2018, 12 February 2019 and 12 February 2020

Investment end date

13 February 2017

Product material

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