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 (HS566)

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When you invest in the Europe Annual Kick-out Plan (HS566), you may receive an accumulated return of 9.50% 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 9.50% 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

1 April 2025 (Stocks & Shares and Cash)

Application deadline

17 April 2025 (2 April 2025 for ISA and JISA investments for the 2024/25 Tax Year)

Investment start date

22 April 2025

Anniversary dates

22 April 2026, 22 April 2027, 24 April 2028, 23 April 2029 and 23 April 2030

Investment end date

22 April 2031

Product material

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