HSBC Onshore Investment Bond

When choosing an investment for your clients, you want confidence in the financial security it aims to bring them. A company's financial strength, the range of investments they offer and the tax efficiencies available are all elements to consider when selecting the investment that's right for your clients.

The HSBC Onshore Investment Bond is provided by HSBC Life (UK) Limited (‘HSBC Life’) by way of an internal extranet facility to Ascentric.

HSBC Life is a wholly owned subsidiary of the HSBC Group, one of the largest financial services organisations in the world.

The HSBC Group is dedicated to helping people make more of their savings and investments thanks to our:

  • excellent service
  • focused expertise
  • competitive pricing
  • financial strength

HSBC Onshore Investment Bond – the only open architecture onshore bond on Ascentric. It offers:

  • flexibility by offering different commission options for you and flexibility for your client through segmentation
  • choice for your client through a wide range of funds on Ascentric
  • excellent service from HSBC Life, by offering a bespoke service to ensure you and your clients are looked after
  • a transparent and competitive charging structure to ensure that you and your client are able to make positive choices
  • an easier application process as signature-free applications let you apply by extranet or telephone in addition to traditional signed paper applications
  • a suite of trusts for inheritance tax planning

Quick Links

If you are interested in accessing the Unit Linked Bond product documentation or making an application or illustration you will need to have registered with HSBC Life via the HSBC extranet. Please click the link below.

HSBC Extranet
 

® Registered Trademark of HSBC Holdings plc. Investment Funds Direct Limited Licensee of the Trademark

HSBC Life (UK) Limited is Authorised and regulated by the Financial Services Authority (Registration number 133435) and a member of the Association of British Insurers. Registered Office:8 Canada Square, London E14 5HQ. Registered in England (United Kingdom) number 88695.

Hot Links

 

Contact details:

Tracie Hawke - Product Manager 02380 723136 tracie.hawke@hsbc.com

 


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