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 Annual Kick-out Plan (CT127)

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When you invest in the UK Annual Kick-out Plan (CT127), you may receive an accumulated return of 8.25% 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 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 8.25% per annum, payable on maturity
Possible kick-out from year two, and annually thereafter
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

Anniversary dates

22 February 2027, 21 February 2028, 21 February 2029 and 21 February 2030

Investment end date

21 February 2031

Product material

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