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 (CA118)

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When you invest in the UK Fixed Income Plan (CA118), you will receive quarterly income payments of 1.3625% for each quarter that has elapsed (equivalent to 5.45% 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 1.3625% per quarter (equivalent to 5.45% per annum)
Counterparty is Credit Agricole CIB, which holds an 'A+' credit rating from Standard & Poor's
Invest from £10,000 (£5,000 for JISA)

Key dates

ISA/ JISA transfer deadline

13 June 2025 (Stocks & Shares and Cash)

Application deadline

27 June 2025

Investment start date

4 July 2025

Fixed income dates

20 October 2025,
19 January 2026, 21 April 2026, 20 July 2026, 19 October 2026,
18 January 2027, 19 April 2027, 19 July 2027, 18 October 2027,
18 January 2028, 20 April 2028, 18 July 2028, 18 October 2028,
18 January 2029, 18 April 2029, 18 July 2029, 18 October 2029,
18 January 2030, 18 April 2030, 18 July 2030

Investment end date

4 July 2030

Product material

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