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 37

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When you invest in the Defensive Dual Index Plan 37, you may receive capital growth of 8% 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 required kick-out levels.

If no early kick-out occurs, and the Plan runs to the full six year Investment Term, 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 return of 8% for each year that elapses
Potential kick-out from year two
Defensive Feature: The kick-out levels reduce by 5% a year after year two
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

16 September 2016 (Stocks & Shares ISA transfer)
23 September 2016 (Cash ISA transfer)

Application deadline

7 October 2016

Investment start date

14 October 2016

Anniversary dates

15 October 2018, 14 October 2019, 14 October 2020 and 14 October 2021

Investment end date

15 October 2018

Product material

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