Investment Management

A wide range of services where you can choose your level of involvement in managing your investments. You can take 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 & US Kick-out Plan (MS058)

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When you invest in the Annual Kick-out Plan (UK) Issue 11, you may receive an accumulated return of 10% for each year of your investment depending on the performance of the FTSE 100 Index.

The Plan has the potential to mature early (kick-out) on an Anniversary Date 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. You could lose some or all of your Initial Investment.

Overview

Investment term of up to seven years
Potential return of 10% per annum, payable on maturity
Potential kick-out from year one, and annually thereafter
Counterparty is HSBC Bank plc, which holds an 'AA-' credit rating from Standard & Poor's
Invest from £10,000

Key dates

12 July 2019

21 June 2019 (stocks and Shares ISA/JISA Transfer)
28 June 2019 (cash ISA/JISA transfer)

19 July 2019

20 July 2026

20 July 2020, 19 July 2021, 19 July 2022, 19 July 2023 and 21 July 2024

Product material

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