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.

Europe Annual Kick-out Plan (HS530)

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When you invest in the Europe Annual Kick-out Plan (HS530), you may receive an accumulated return of 9.75% for each year of your investment depending on the performance of the EURO STOXX 50 Index.

The Plan has the potential to mature early (kick-out) on an Anniversary Date if the EURO STOXX 50 Index is at or above its Initial Index Level.

Capital is at risk if the Index closes below 65% 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 six years
Potential return of 9.75% per annum, payable on maturity
Possible kick-out from year one, and annually thereafter
Counterparty is HSBC Bank plc, which holds an 'A+' credit rating from Standard & Poor's
Invest from £10,000 (£5,000 for JISA)

Key dates

ISA/ JISA transfer deadline

20 December 2024 (Stocks & Shares and Cash)

Application deadline

8 January 2025

Investment start date

10 January 2025

Anniversary dates

12 January 2026, 11 January 2027, 10 January 2028, 10 January 2029 and 10 January 2030

Investment end date

10 January 2031

Product material

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