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 27

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Defensive Dual Index Plan 27

When you invest in the Defensive Dual Index Plan 27, you may receive capital growth of 8.5% 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.

Defensive feature: If no early kick-out occurs, investors still receive 51% 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 capital growth of 8.5% for each year of your investment
  • Capital is at risk, you could lose some or all of your initial investment
  • Counterparty is Goldman Sachs
  • 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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