Investment Management

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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.

EURO STOXX Step Down Kick-out Plan 1

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When you invest in the EURO STOXX Step Down Kick-out Plan, you may receive an accumulated return of 7% for each year of your investment depending on the performance of the EURO STOXX 50 Index.

The Plan has the potential to early maturity (kick-out) on an Anniversary Date where the EURO STOXX 50 Index is at or above a pre-determined kick-out level.

The required kick-out level reduces by 5% of the Initial Index Level on the fourth anniversary, with further reductions on each of the 6th and 7th anniversaries.

Capital is at risk if the Index closes below 60% of its Initial Index Level on the Investment End Date. You could lose some or all of your Initial Investment.

Overview

Investment Term: Up to seven years
Potential return of 7% per annum, payable on maturity
Potential kick-out from year two, and annually thereafter
Kick-out level reduces by 5% of the Initial Index Level on the fourth anniversary, and by a further 5% on each of the 6th and 7th anniversaries
Counterparty is HSBC Bank plc, which currently holds an 'AA-' credit rating from Standard & Poor's
Invest from £10,000

Key dates

Application deadline

5 October 2018

Investment start date

12 October 2018

Anniversary dates

12 October 2020, 12 October 2021, 12 October 2022, 12 October 2023 and 14 October 2024

Investment end date

12 October 2020

Product material

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