Investment advisers
Adviser area– If you’re a customer please visit the customer section
Introducing the HSBC Life Onshore Investment Bond
The HSBC Life Onshore Investment Bond is a tax-efficient investment wrapper designed to be used for a number of financial planning purposes.
It gives your clients access to a flexible, transparent and low-cost way of investing for growth, producing regular payments to supplement income, or passing on assets as part of an estate planning strategy.
The HSBC Life Onshore Investment Bond is available directly from HSBC Life, via HSBC Select, and through a selected number of platform partners, including M&G Wealth, Fusion Wealth and True Potential. Discretionary Fund Management (DFM) propositions can be accessed through the platform route.
Please note you will need a relationship with the Platform provider and their charges will apply.
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Click to view page: Illustrations, applications and service
Produce illustrations, process applications, access literature and view specific servicing options
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It is easy to start doing business with us.
Just contact your local Business Development Manager (BDM) who will be happy to discuss the way forward.
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Tools and Guides
Information for clients looking to grow their money, produce regular payments to supplement income, or plan for the future – perhaps as part of an estate planning strategy