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 Fixed Income Plan (CT125)

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When you invest in the UK Fixed Income Plan (CT125), you will receive quarterly income payments of 1.35% for each quarter that has elapsed (equivalent to 5.40% per annum) since the Investment Start Date.

Capital is at risk if the Index closes below 65% of the Initial Index Level on the Investment End Date.
You could lose some or all of your Initial Investment.

Overview

Investment Term: up to five years
Fixed income of 1.35% per quarter (equivalent to 5.40% per annum)
Counterparty is Citigroup Global Markets Ltd, which holds an 'A+' credit rating from Standard & Poor's
Invest from £10,000 (£5,000 for JISA)

Key dates

ISA/ JISA transfer deadline

31 January 2025 (Stocks & Shares and Cash)

Application deadline

14 February 2025

Investment start date

21 February 2025

Fixed income dates

28 May 2025, 28 August 2025, 28 November 2025,
2 March 2026, 28 May 2026, 28 August 2026, 30 November 2026,
1 March 2027, 28 May 2027, 31 August 2027, 29 November 2027,
28 February 2028, 30 May 2028, 29 August 2028, 28 November 2028,
28 February 2029, 29 May 2029, 28 August 2029, 28 November 2029,
28 February 2030

Investment end date

21 February 2030

Product material

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