Why choose HSBC Life for investments?
Adviser area – If you’re a customer please visit the customer section
Future proof your client’s financial future
The HSBC Life Onshore Investment Bond can potentially be used to meet the changing financial needs of clients as they progress through life. From investing for growth and income or, passing on assets tax efficiently.
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Meeting your clients needs
The HSBC Onshore Bond is open architecture, so the full range of risk profiles & investment objectives can be accommodated.
• Choose from over 3,800 funds, accessed via leading platforms or direct from HSBC Life
• No Capital Gains Tax or tax return completion to worry about
• Withdraw up to 5% each year with no immediate tax liability. Income paid monthly, quarterly, six monthly or yearly
• Consider for clients with growing families, those close to or, in retirement and administering estates -
Here to support your investment advice
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.
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Technical centre
Our Technical centre can help with straightforward investment information as well as more advanced solutions, such as trusts and Inheritance Tax planning.
We offer a choice of trust options for estate planning purposes – Discounted Gift Trusts, Gift Trusts and Loan Trusts. -
Start doing business
Speak to our experienced Business Development Managers who will take the time to understand your business needs.