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Let’s get down to bond business

Let’s get down to bond business

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:

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.

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