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.

Fixed Income Plan 9

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Fixed Income Plan 9

When you invest in the Fixed Income Plan 9, you will receive fixed income payments of 1.00% gross every three months throughout the five year Investment Term.


Your income payments are fixed and will not be affected by the performance of the FTSE 100 Index during the Investment Term.

Overview

  • Investment Term: Five years
  • Fixed income of 1.00% gross payable every 3 months (equivalent to 4% gross per annum)
  • Income is not dependent on the performance of the FTSE 100 Index 
  • 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

10 March 2017 (Stocks & Shares ISA transfer) 
17 March 2017 (Cash ISA transfer) 

Application deadline

31 March 2017

Investment start date

7 April 2017

Fixed income dates

Investment end date

7 April 2022

Product material

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