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.

Annual Growth Plan 48

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Annual Growth Plan 48

When you invest in the Annual Growth Plan 48, you may receive capital growth of 8% 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 one onwards, if the FTSE 100 Index is at or above its 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 8% 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 HSBC Bank plc, which holds an 'AA-' credit rating from Standard & Poor's 
  • Invest from £10,000

Key dates

ISA/ JISA transfer deadline

3 February 2017 (Stocks & Shares ISA transfer) 
10 February 2017 (Cash ISA transfer) 

Application deadline

24 February 2017

Investment start date

3 March 2017

Anniversary dates

5 March 2018, 4 March 2019, 3 March 2020, 
3 March 2021 and 3 March 2022

Investment end date

3 March 2023

Product material

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