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 15

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Fixed Income Plan 15

When you invest in the Fixed Income Plan 15, you will receive fixed income payments of 1.00%  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% payable every 3 months (equivalent to 4.00% (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

6 April 2018 (Stocks & Shares ISA transfer)
8 April 2024 (Cash ISA transfer)

Application deadline

29 March 2018

Investment start date

6 April 2018

Fixed income dates

Investment end date

8 April 2024

Product material

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