Technical centre
Making the complex – simple
This is the place to find out more about arranging protection advice, as well as some of the more complex, associated issues such as trusts and estate planning.
Technical centre
Making the complex – simple
This is the place to find out more about arranging protection advice, as well as some of the more complex, associated issues such as trusts and estate planning.
Adviser area– If you’re a customer please visit the customer section
Doing business
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Click to view page: How to do business with HSBC Life - Opens in a new window
Watch our video to find out all you need to know to get started
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Click to view page: Guide to the application journey
Watch our video for a step-by-step journey through the application process
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Click to view page: Guide to the HSBC Life Adviser Portal
Watch our video for our guide to making the most of the Adviser Portal for managing your business
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Click to view page: Agency application with HSBC Life
To arrange life protection and critical illness with us you will need to open an agency and register to use HSBC Access – your online adviser portal. Your local Business Development Manager (BDM) will help you through the process
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Click to view page: Get your quotes
You can quote – from Iress The Exchange, iPipeline, Webline or UnderwriteMe
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How to submit new business
You can submit an application from Iress The Exchange, Webline, UnderwriteMe or retrieve applications in progress from HSBC Access – your online adviser portal
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Click to view page: How to service clients
You can service your clients using HSBC Access – your online adviser portal
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Click to view page: Claims
Helping your clients make a claim is easy
Focussed resources
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Click to view page: Contact us
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.