Our financial strength
We are HSBC Life (UK) Limited, part of the HSBC Group, which is one of the world’s biggest banking and financial services organisations. But did you know that HSBC Life has also been working with financial advisers for over 30 years to support them in building their businesses?
We’re easy to do business with
HSBC Life provides comprehensive support for financial advisers – which has been recognised by Defaqto.
We are very proud to have been awarded a Defaqto 2020 Gold Service Award.
Ways you can do business with us
There are two ways to access the HSBC Onshore Investment Bond
Platforms – offering access to a range of external adviser platforms and used by advisers who have existing relationships with the platform and want to ‘wrap’ client assets in an Onshore Investment Bond.
HSBC Select – available direct from HSBC Life and open to all advisers.
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Open Architecture
The HSBC Onshore Investment Bond provides investors with access to an extensive range of 3,800+ funds. Fund holdings can be changed if the needs of investors change over time.
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HSBC Onshore Investment Bond charging structure
HSBC Onshore Investment Bond charges are competitive and transparent with all transactions undertaken through a cash account within the bond.
Our Annual Management Charge:
• 0.35% for investment up to £149,999,
• 0.30% for investments between £150,000 to £249,999 and
• 0.25% over £250,000+What’s more, new investors only pay a single tier
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Independently recognised
We are very proud that the HSBC Onshore Investment Bond has been positively recognised by Defaqto who independently rate products across more than 60 categories.
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HSBC Life Support
We are dedicated to working with financial advisers and offer you comprehensive levels of support.
You can find out more about the HSBC Onshore Investment Bond by visiting the HSBC Extranet, where you’ll also be able to:
• Create and store illustrations
• Complete applications
• Access literature
• View bond-specific servicing options
• Access valuations
• See the current Fund List -
Register with us
To register and obtain access to the HSBC Extranet, advisers must complete a Registration Form provided by your local HSBC Life BDM.
Quick Links
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Click to view page: Products
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Click to view page: How to submit new business
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Click to view page: Build your business
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Click to view page: Servicing
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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.