Investment Management

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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 Annual Growth Plan 24

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When you invest in the Defensive Annual Growth Plan 24, you may receive capital growth of 6% 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.

If no early kick-out occurs, the Plan includes a defensive feature at the end of the term, whereby the required kick-out level reduces to 75% of the 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 return of 6% for each year that elapses
Potential kick-out from year two
Defensive Feature: The kick-out level reduces to 75% of the Initial Index Level on the Investment End Date
Capital is at risk, you could lose some or all of your initial investment
Counterparty is HSBC Bank plc, which hold an 'AA-' credit rating from Standard & Poor's
Invest from £10,000

Key dates

ISA/ JISA transfer deadline

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

Application deadline

14 October 2016

Investment start date

21 October 2016

Anniversary dates

22 October 2018, 21 October 2019, 21 October 2020 and 21 October 2021

Investment end date

22 October 2018

Product material

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