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 Kick-out Plan (July 2016)

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When you invest in the Dual Index Kick-out Plan (July 2016), 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 one onwards, if both the FTSE 100 Index and the S&P 500 Index are at or above 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 return of 10% for each year that elapses
Potential kick-out from year one
Capital is at risk, you could lose some or all of your initial investment
Counterparty is Goldman Sachs International, which hold an 'A' credit rating from Standard & Poor's
Invest from £10,000

Key dates

ISA/ JISA transfer deadline

1 July 2016 Stocks and Shares ISA transfer
8 July 2016 Cash ISA transfer

Application deadline

22 July 2016

Investment start date

29 July 2016

Anniversary dates

31 July 2017, 30 July 2018, 29 July 2019, 29 July 2020 and 29 July 2021

Investment end date

29 July 2022

Product material

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