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 Quarterly Kick-out Plan (HS583)

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When you invest in the UK Quarterly Kick-out Plan (HS583), you may receive an accumulated return of 2.10% for each quarter (equivalent to 8.40% per annum) of your investment depending on the performance of the FTSE 100 Index.

The Plan has the potential to mature early (kick-out) from the first anniversary and quarterly thereafter.

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 2.10% per quarter (equivalent to 8.40% per annum), payable on maturity
Possible kick-out from year one, and quarterly 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

12 June 2025 (Stocks & Shares and Cash)

Application deadline

27 June 2025

Investment start date

3 July 2025

Anniversary dates

3 July 2026, 5 October 2026,
4 January 2027, 5 April 2027, 5 July 2027, 4 October 2027,
4 January 2028, 3 April 2028, 3 July 2028, 3 October 2028,
3 January 2029, 3 April 2029, 3 July 2029, 3 October 2029,
3 January 2030, 3 April 2030, 3 July 2030, 3 October 2030,
3 January 2031, 3 April 2031

Investment end date

3 July 2031

Product material

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