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 Best Entry Growth Plan Issue 1

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When you invest in the UK Best Entry Growth Plan repayment of your Initial Investment and any return from your investment in the Plan is dependent on the Closing Level of the FTSE 100 Index on 10 April 2024 compared with the Initial Index Level.

The Initial Index Level will not be fixed on the Investment Start Date. Instead, the 'best entry' features allows the Initial Index Level to be fixed at the lowest recorded Closing Level of the FTSE 100 Index on one of the seven Record Dates over the first six months of the Plan.

Overview

Investment Term: six years
Return: equivalent to 3 times (3x) any percentage increase in the Index between the Initial Index Level and the Final Index Level, subject to a maximum return of 75%
Best Entry Feature: The Closing Level of the FTSE 100 Index will be recorded on each of seven Record Dates from the Investment Start Date. The lowest recorded Closing Level will be set as the Initial Index Level.
Capital is at risk, you could lose some or all of your initial investment
Counterparty is Morgan Stanley, which holds an 'BBB+' credit rating from Standard & Poor's
Invest from £10,000

Key dates

ISA/ JISA transfer deadline

7 March 2018 (Stocks & Shares ISA transfer)
14 March 2018 (Cash ISA transfer)

Application deadline

28 March 2018

Investment start date

10 April 2018

Anniversary dates

10 April 2018, 10 May 2018, 11 June 2018, 10 July 2018,
10 August 2018, 10 September 2018 and 10 October 2018

Investment end date

10 April 2024

Product material

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