Adviser area – If you’re a customer please visit the customer section
HSBC Life offer a range of trusts
All are available on an absolute or discretionary basis, can invest in the HSBC Onshore Investment Bond and are provided at no additional cost.
Placing the HSBC Onshore Investment Bond in trust
This can be effective as part of an estate planning strategy. The HSBC Onshore Investment Bond can be placed in a new or existing trust.
Useful Trust documents
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Click to view page: Guide to our Trusts - Opens in a new window
(application 246.74 KB)Download our Guide
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Click to view page: Trusts Decision Tree - Opens in a new window
(application 414.81 KB)Find the right Trust for your clients’ needs
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Click to view page: Loan Trust Investor Guide - Opens in a new window
(application 83.19 KB)Download our Trust Investor Guides
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Click to view page: Discounted Gift Trust Investor Guide - Opens in a new window
(application 169.42 KB)Download our Guide
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Click to view page: Gift Trust Investor Guide - Opens in a new window
(application 84.25 KB)Download our Guide
Focussed resources
Quick links
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Click to view page: HSBC Life contacts
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.