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 Ascentric, 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.
- 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.
Meeting your investment goals
Our Life Protection and Critical Illness products
Find out more about our range of competitive protection products to meet you and your family’s needs should you die unexpectedly or have a critical illnessClick to view page: When is the right time to consider Life Protection?