Let’s get down to bond business
Adviser area– If you’re a customer please visit the customer section
Your adviser toolkit
For advisers already registered to do business
Our toolkit contains the essentials to familiarise yourself with HSBC’s Onshore Investment Bond. If you are already registered, then you can access a wider range of sales aids and materials via the HSBC Extranet.
Need to register?
If you’ve not yet registered, contact our Business Development Support team who will put you in touch with your Regional Business Development Manager to guide you through the process.
Contact our Bond Business Development Support Team: bondbdmsupport@hsbc.com
Essential literature and sales aids
- For all advisers (not for use with clients)
- For registered advisers available via the HSBC Extranet
Suitability letter paragraphs
To support your recommendation, download these pre-prepared explanations of key features and benefits of the HSBC Onshore Investment Bonds.
Tools and Calculators
IHT Calculator
Calculate potential IHT liabilities with options to explore the impact of gifting strategies.
Wrapper Comparison Tool
See how our HSBC Onshore Investment Bond compares to other investment wrappers and obtain a general demonstration of the comparative returns from collectives and bonds.
CPD Academy for Onshore Investment Bonds
For financial advisers only, here you can enjoy full access to our range of resources to support your continued professional development. All modules are CPD points qualifying.
Video Library for advisers only
Watch our video for all the reasons why to choose HSBC Life for Onshore Investment Bonds
For adviser use only
Our video guide will help you get the most out of our IHT Calculator
For adviser use only
Submitting business
To place investment business with HSBC Life your firm will need to apply for an agency and register for the HSBC Extranet. This starts with a conversation with your local HSBC Onshore Investment Bond Business Development Manager (BDM). Here we summarise how to submit applications depending on the type of HSBC Onshore Investment Bond required.
- Select
- Platform
Advisers access directly from HSBC Life.
For individual cases, Advisers can complete applications online via the HSBC Life Extranet.
For trust cases, apply using the editable PDF forms. Find out more
For limited company applications, access the editable PDF forms via the HSBC Life Extranet
Log on to HSBC Life Investment Extranet here to:
Create a new illustration or application
Change names of bondholders or lives insured
Change date of birth
Record disability status
Notification of death
Other resources
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Click to view page: Latest developments
Keep up to date with the latest news, commentary and developments at HSBC Life – including product and services launches or enhancements, and more.
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Click to view page: Trusts
HSBC Life offer a range of trusts available on an absolute or discretionary basis, that can invest in the HSBC Onshore Investment Bond and are provided at no additional cost.
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Click to view page: Contact us
Select the best way to contact us according to your query.