Skip to contentSkip to Main Navigation

Why choose the HSBC Onshore Investment Bond?

Why choose the HSBC Onshore Investment Bond?

Our financial strength

We are HSBC Life (UK) Limited, part of the HSBC Group, which is one of the world’s biggest banking and financial services organisations. But did you know that HSBC Life has also been working with financial advisers for over 30 years to support them in building their businesses?

We’re easy to do business with

HSBC Life provides comprehensive support for financial advisers – which has been recognised by Defaqto. We are very proud to have been awarded a Defaqto 2023 Gold Service Award.

Ways you can do business with us

There are two ways to access the HSBC Onshore Investment Bond

Platforms – offering access to a range of external adviser platforms and used by advisers who have existing relationships with the platform and want to ‘wrap’ client assets in an Onshore Investment Bond.

HSBC Select – available direct from HSBC Life and open to all advisers.

  • The HSBC Onshore Investment Bond provides investors with access to an extensive range of 3,800+ funds. Fund holdings can be changed if the needs of investors change over time.

  • HSBC Onshore Investment Bond charges are competitive and transparent with all transactions undertaken through a cash account within the bond.

    Our Annual Management Charge:
    • 0.40% for investments between £15,000 to £74,999
    • 0.35% for investments between £75,000 to £149,999
    • 0.30% for investments between £150,000 to £499,999
    • 0.28% for investments between £500,000 to £999,999
    • 0.25% for investments over £1m

    What’s more, new investors only pay a single tier

  • We are very proud that the HSBC Onshore Investment Bond has been positively recognised by Defaqto who independently rate products across more than 60 categories.

  • We are dedicated to working with financial advisers and offer you comprehensive levels of support.

    You can find out more about the HSBC Onshore Investment Bond by visiting the HSBC Extranet, where you’ll also be able to:

    • Create and store illustrations
    • Complete applications
    • Access literature
    • View bond-specific servicing options
    • Access valuations
    • See the current Fund List

  • To register and obtain access to the HSBC Extranet, advisers must complete a Registration Form provided by your local HSBC Life BDM.

Quick Links

  • At HSBC Life we know we can only succeed with you by our side. This is why we’re committed to supporting Advisers in every way we can.