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Managing and Growing My Wealth

The HSBC Onshore Investment Bond is a lump sum investment providing you with the potential for capital growth while still allowing you to make withdrawals from your investment.

HSBC Onshore Investment Bond

The HSBC Onshore Investment Bond is a lump sum investment providing you with the potential for capital growth while still allowing you to make withdrawals from your investment. The HSBC Onshore Investment Bond has been designed as a medium to long term investment.


Features & Benefits

  • Invest for growth or income, or both
  • Switch between funds with no immediate tax liability
  • Trusts to help mitigate Inheritance Tax
  • Arrange regular or one-off withdrawals
  • Transparency - no hidden costs

Eligibility

  • UK resident aged 18 or over
  • Minimum investment £5,000
  • No maximum investment limit


The value of investments (and any income received from them) can fall as well as rise and you may not get back what you invested. For some investments this can also happen as a result of exchange rate fluctuations as shares and funds may have an exposure to overseas markets.

Most investments should be considered as a medium to long-term commitment, meaning you should be prepared to hold them for at least five years.



Literature

For HSBC advisors and their customers

For more information please contact your HSBC Premier Relationship Manager who will be able to help you decide if this is the right investment for you. The HSBC Onshore Investment Bond is provided by HSBC Life (UK) Limited.



For HSBC Life Supplementary Endowment Plan (SEP) Customers

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For Non-HSBC advisors and their customers

For more information please contact your Financial Adviser who will be able to help you decide if this is the right investment for you. The HSBC Onshore Investment Bond is provided by HSBC Life (UK) Limited.