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 & Europe Annual Kick-out Plan (CA103)

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When you invest in the UK & Europe Annual Kick-out Plan (CA103), you may receive an accumulated return of 12% for each year that has elapsed since the Investment Start Date, depending on the performance of the FTSE 100 Index and the EURO STOXX 50 Index.

The Plan has the potential to mature early (kick-out) on an Anniversary Date where both Indices are at or above their Initial Index Levels.

Capital is at risk if either 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 12% per annum, payable on maturity
Possible kick-out from year one, and annually thereafter
Counterparty is Credit Agricole CIB, which holds an 'A+' credit rating from Standard & Poor's
Invest from £10,000 (£5,000 for a Junior ISA)

Key dates

ISA/ JISA transfer deadline

27 December 2024 (Stocks and Shares and Cash)

Application deadline

13 January 2025

Investment start date

17 January 2025

Anniversary dates

19 January 2026, 18 January 2027, 17 January 2028, 17 January 2029 and 17 January 2030

Investment end date

17 January 2031

Product material

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