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.

Defensive Dual Index Plan 34

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When you invest in the Defensive Dual Index Plan 34, you may receive capital growth of 9% 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, from year two onwards, if both Indices are at or above their Initial Index Levels.

If no early kick-out occurs, the Plan includes a defensive feature at the end of the term, whereby the required kick-out levels reduce to 75% of the 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 return of 9% for each year that elapses
Potential kick-out from year two
Defensive Feature: The kick-out levels reduce to 75% of their Initial Index Levels on the Investment End Date
Capital is at risk, you could lose some or all of your initial investment
Counterparty is Goldman Sachs International, which holds an 'A' credit rating from Standard & Poor's
Invest from £10,000

Key dates

ISA/ JISA transfer deadline

5 February 2016 (Stocks & Shares ISA transfer)
12 February 2016 (Cash ISA transfer)

Application deadline

26 February 2016

Investment start date

4 March 2016

Anniversary dates

5 March 2018, 4 March 2019, 4 March 2020 and 4 March 2021

Investment end date

5 March 2018

Product material

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