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.

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.

Current offers

See what products we have on offer and download further information

Important change

The bank account details and, importantly, the reference format to use when
funding our Investment Plans by bank transfer have changed.
Please see ‘Funding the investment’ on page one of the appropriate application form.
(this change does not apply to any of our Deposit Plans)


Sort and filter the information below to compare our products. For more information and downloads, click on the product names.

Investment plans

Plan Name Counterparty Index Rate Kick-out
details
Barrier*Investment
Term
Closing date
UK Defensive Step Down Kick-out Plan (SAN136)Santander UK plcFTSE 1006.5065%up to 6 years5/8/2026 12:00:00 AM
UK Step Down Kick-out Plan (HS711)HSBC Bank plcFTSE 1006.6560%up to 6 years5/8/2026 12:00:00 AM
UK Step Down Kick-out Plan (SAN135)Santander UK plcFTSE 1007.0065%up to 6 years5/8/2026 12:00:00 AM
UK Step Down Kick-out Plan (HS712)HSBC Bank plcFTSE 1007.0065%up to 6 years5/8/2026 12:00:00 AM
UK Step Down Kick-out Plan (HS703)HSBC Bank plcFTSE 1007.1560%up to 6 years4/24/2026 12:00:00 AM
UK Step Down Kick-out Plan (HS704)HSBC Bank plcFTSE 1007.4065%up to 6 years4/24/2026 12:00:00 AM
UK Step Down Kick-out Plan (HS705)HSBC Bank plcFTSE 1007.4065%up to 6 years4/24/2026 12:00:00 AM
UK & Europe Defensive Step Down Kick-out Plan (HS709)HSBC Bank plcFTSE 100 and EURO STOXX 507.5060%up to 6 years4/24/2026 12:00:00 AM
UK 95% Annual Kick-out Plan (HS710)HSBC Bank plcFTSE 1007.7565%up to 6 years5/8/2026 12:00:00 AM
UK & US Defensive Step Down Kick-out Plan (GS203)Goldman Sachs InternationalFTSE 100 and S&P 5008.2065%up to 6 years5/1/2026 12:00:00 AM
UK Annual Kick-out Plan (HS706)HSBC Bank plcFTSE 1008.2560%up to 6 years4/24/2026 12:00:00 AM
UK Annual Kick-out Plan (HS707)HSBC Bank plcFTSE 1008.5065%up to 6 years4/24/2026 12:00:00 AM
Europe & US Defensive Step Down Kick-out Plan (HS708)HSBC Bank plcEURO STOXX 50 and S&P 5008.5065%up to 6 years4/24/2026 12:00:00 AM
Europe Step Down Kick-out Plan (HS714)HSBC Bank plcEURO STOXX 509.0065%up to 6 years5/8/2026 12:00:00 AM
Europe Annual Kick-out Plan (HS713)HSBC Bank plcEURO STOXX 5010.2565%up to 6 years5/8/2026 12:00:00 AM
Japan Step Down Kick-out Plan (HS715)HSBC Bank plcNIKKEI 22510.7550%up to 6 years5/8/2026 12:00:00 AM

*Capital at Risk Barrier

Important change

The bank account details and, importantly, the reference format to use when funding our
Investment Plans by bank transfer have changed.
Please see ‘Funding the investment’ on page one of the appropriate application form.
(this change does not apply to any of our Deposit Plans)

Investment plans

UK Step Down Kick-out Plan (HS703)
UK Step Down Kick-out Plan (HS704)
UK Step Down Kick-out Plan (HS705)
UK Annual Kick-out Plan (HS707)
UK Annual Kick-out Plan (HS706)
Europe & US Defensive Step Down Kick-out Plan (HS708)
UK & Europe Defensive Step Down Kick-out Plan (HS709)
UK & US Defensive Step Down Kick-out Plan (GS203)
UK Step Down Kick-out Plan (SAN135)
UK Defensive Step Down Kick-out Plan (SAN136)
UK 95% Annual Kick-out Plan (HS710)
UK Step Down Kick-out Plan (HS711)
UK Step Down Kick-out Plan (HS712)
Europe Annual Kick-out Plan (HS713)
Europe Step Down Kick-out Plan (HS714)
Japan Step Down Kick-out Plan (HS715)

*Capital at Risk Barrier

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