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.

UK Kick-out Plan (90% version) Issue 2

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When you invest in the UK Kick-out Plan, you may receive capital growth of 7% 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 closes at or above 90% of the Initial Index Level.

Capital is at risk if the Index closes below 60% of its Initial Index Level on the Investment End Date.

Overview

Investment Term: Up to six years
Potential return of 7% for each year that elapses
Potential kick-out from year two
The required kick-out level is 90% of Initial Index Level on each anniversary date
Capital is at risk, you could lose some or all of your initial investment
Counterparty is Citigroup Global Markets Limited, which holds an A+ credit rating from Standard & Poor’s
Invest from £10,000

Key dates

ISA/ JISA transfer deadline

17 February 2017 (Stocks & Shares ISA transfer)
24 February 2017 (Cash ISA transfer)

Application deadline

17 March 2017

Investment start date

24 March 2017

Anniversary dates

25 March 2019, 24 March 2020, 24 March 2021 and 24 March 2022

Investment end date

25 March 2019

Product material

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