At HSBC Life we know we can only succeed with you by our side. This is why we’re committed to supporting financial advisers in every way we can – from getting you set up with us to quickly resetting that password you’ve forgotten. Because together, we all thrive.
Select from below the best way to contact us according to your query.
HSBC Access for advisers
Your adviser portal, HSBC Access, enables you to simply manage all aspects of your business with us online, 24/7.
Manage your applications: retrieve applications in-progress, put a policy on risk, download the client’s Policy Schedule or application summary
Update your profile and details
Keep track of your commission status and history
Go to: HSBC Access.
Distribution Support Team
Fast and efficient. We have a team in place for all your sales support; readily processing and completing new agency applications so that the on-boarding experience is as smooth as possible.
Plus our Senior Business Development Managers are on hand too. Each has a wealth of sector experience and understands the particular demands and opportunities of their allocated region. Their role is to help you and your business; whether that’s identifying sales and planning opportunities, clarifying a particular product detail, or even providing CPD training to support ongoing learning and development.
In this guide you can find full contact details for our BDMs, Administrative and Distribution support teams
Whether you need to update us on details of your client’s application, have an issue with a direct debit, wish to query your commission or are having trouble logging into your online portal, our administrative support team is here to help.
HSBC Onshore Investment Bond
If you have any questions regarding the HSBC Onshore Investment Bond, would like a current valuation or want to make a change to an investment, just select from below the best way to contact us according to your query. Our teams are here to help you.
HSBC Onshore Investment Bond – Distribution Support Team
The Distribution Support Team provides comprehensive support for financial advisers with product and (new business) paperwork queries:
HSBC Onshore Investment Bond product details
Trust and Application paperwork completion
The HSBC Onshore Investment Bond new business process
In this guide you can find full contact details for our BDMs, Administrative and Distribution support teams.
HSBC Onshore Investment Bond – Administration Team
The Administration Support Team process all new business paperwork and also help financial advisers who have questions about new applications or existing HSBC Onshore Investment Bonds:
Process all Application and Trust forms
Updates on new business cases
Ongoing policy servicing, administration and valuation queries
HSBC Onshore Investment Bond – Business Development Managers
Every one of our Business Development Managers has a wealth of experience and a passion for delivering high quality support.
They are committed to helping you and your business – whether it’s providing product information, discussing potential sales and planning opportunities, or delivering CPD training to support your ongoing learning and development.
HSBC Life is very proud that we have been awarded a 2023 Defaqto Gold Star Award (the highest available rating) for our Service – which is based on Financial Adviser feedback.