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.

Fixed Income Plan 13

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Fixed Income Plan 13

When you invest in the Fixed Income Plan 13, you will receive fixed income payments of 1.00% gross every three months throughout the six 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: Six years
  • Fixed income of 1.00% gross payable every 3 months (equivalent to 4.00% 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

25 August 2017 (Stocks & Shares ISA transfer)
1 September 2017 (Cash ISA transfer)

Application deadline

8 September 2017

Investment start date

15 September 2017

Fixed income dates

Investment end date

15 September 2023

Product material

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Brochure
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Adviser Factsheet
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Direct & ISA Application
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ISA Transfer Application
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SIPP/SSAS Application
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Trust Application
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Company Application
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© Copyright 2024 Walker Crips Group plc. All rights reserved.
Walker Crips Group plc, incorporates the following companies which are authorised and regulated by the Financial Conduct Authority: Walker Crips Investment Management Limited reference number 226344 and member of the London Stock Exchange, Walker Crips Financial Planning Limited reference number 114778, Ebor Trustees Limited reference number 462002, Barker Poland Asset Management LLP reference number 499311.
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Walker Crips Group plc is registered in England and Wales, number 1432059. Registered office: Old Change House, 128 Queen Victoria Street, London EC4V 4BJ. Walker Crips Investment Management Ltd is registered in England and Wales, number 4774117. Registered office: Old Change House, 128 Queen Victoria Street, London EC4V 4BJ. Walker Crips Financial Planning Ltd is registered in England and Wales, number 3790291. Registered office: Apollo House, Eboracum Way, York, England, YO31 7RE. Ebor Trustees Ltd is registered in England and Wales, number 3514268. Registered office: Apollo House, Eboracum Way, York, England, YO31 7RE. Barker Poland Asset Management LLP is registered in England and Wales, number OC341149. Registered office: Old Change House, 128 Queen Victoria Street, London EC4V 4BJ.

The value of investments can fall as well as rise. Investors may get back less than invested. Past performance is not a reliable indicator of future results.

The value of investments can fall as well as rise. Investors may get back less than invested.

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