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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: bondbdmsupport@hsbc.com

Essential literature and sales aids

  • For all advisers (not for use with clients)
  • For registered advisers available via the HSBC Extranet
A comparison between Onshore bonds, Offshore bonds and CollectivesRight Chevron
Helping to ‘Future-Proof’ Financial Adviser recommendationsRight Chevron
Family Linking Standing out from the crowdRight Chevron
HSBC Onshore Bond Summary 2023Right Chevron
HSBC Onshore Investment Bond Summary – SelectRight Chevron
Build your business - Marketing GuideRight Chevron
Onshore Investment Bond Due Diligence Report – 2024Right Chevron

Trust documents

Loan Trust Investor GuideRight Chevron
Discounted Gift Trust Investor GuideRight Chevron
Gift Trust Investor GuideRight Chevron

Suitability letter paragraphs

To support your recommendation, download these pre-prepared explanations of key features and benefits of the HSBC Onshore Investment Bonds.

HSBC Onshore Investment Bond Select and Platform versions

Tools and Calculators

IHT Calculator

Calculate potential IHT liabilities with options to explore the impact of gifting strategies.

IHT Calculator

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.

Wrapper Comparison Tool

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 non-trust cases, Advisers can complete applications online via the HSBC Extranet.

For trust cases, apply using the editable PDF forms. Find out more

Select Brochure Right Chevron
Submission Guide Right Chevron

Log on to HSBC 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