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 Kick-out Plan 4

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Annual Kick-out Plan 4

When you invest in the Annual Kick-out Plan 4, you may receive capital growth of 8.5% 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. 

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 8.5% for each year that elapses 
  • Potential kick-out from year two
  • 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

2 March 2018 (Stocks & Shares ISA transfer) 
9 March 2018 (Cash ISA transfer) 

Application deadline

29 March 2018

Investment start date

6 April 2018

Anniversary dates

6 April 2020, 6 April 2021, 6 April 2022 and 
6 April 2023

Investment end date

6 April 2022

Product material

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