HSBC Onshore Investment Bond
SCAM WARNING– HSBC Sustainable Development Goal (SDG) Bond is not an HSBC Life product – it’s a fraudulent scam, which we have reported to the Financial Conduct Authority. View our Fraud Warning page for more information.
Our Onshore Investment Bond is a tax-efficient investment wrapper designed to be used for a number of financial planning purposes. It gives you access to a flexible, transparent and low-cost way of investing for growth, producing regular payments to supplement your income, or passing on assets as part of your estate planning strategy. Our Bond is available directly via HSBC Select and through a selected number of platform partners, including M&G Wealth, Fusion Wealth and True Potential. Discretionary Fund Management (DFM) propositions can also be accessed through this route.
Please note you will need a relationship with the Platform provider and their charges will apply.
Important information
- The HSBC Onshore Investment Bond is not suitable for non-taxpayers, non-UK residents and short-term (less than 5 years) investors.
- The value of investments can fall as well as rise and you may not get back what you invested. For some investments this can also happen as a result of exchange rate fluctuations as shares and funds may have an exposure to overseas markets.
- HSBC Life (UK) Limited cannot be held responsible for the investment performance of your bond. The value of any tax benefits described depends on your individual circumstances. Tax rules and rates may change in the future. HSBC Life (UK) Limited cannot be held responsible for any future changes in legislation.
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Responsible investment
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Shareholders Rights Directive
Meeting your investment goals
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Growing the value of your investment
If you are looking to grow your investment, maybe as part of your wider financial planning and in line with your attitude to risk
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Supplementing your income
You may like the idea of an investment that can provide lump sums to boost your income
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Leaving assets and gifts when you are gone
Have you thought about passing assets and gifts on to those you care about most after your death?
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Inexperienced investors
You may be looking for a lower risk, lower cost investment option
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Individuals and Trustees
Are you on the cusp of a higher tax bracket? Are you, or are you likely to be a trustee for someone else?
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Trust Registration Service
The Trust Registration Service deadline is approaching, find out the requirements here.