Before investing through your Financial Adviser, please be aware of the following important information:

• The HSBC Life 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

Our Onshore Investment Bond is a tax-efficient investment ‘wrapper.’ Our Platform product offers various benefits:

• Tax efficiency
• Wide range of investment funds
• Regular or occasional withdrawals
• Estate planning opportunities
• Insure up to 10 lives

 

The HSBC Life Onshore Investment Bond – Platform version is arranged by your adviser through an investment platform such as M&G Wealth, Fusion Wealth or True Potential.

• Access to an investment choice of over 3,800 funds (investment Trusts, OEICs, unit Trusts and ETFs) from more than 200 fund managers.
• Up to 10 lives assured
• Minimum age 3 months, no maximum age
• Accidental Death benefit of 120% of bond value
• Create up to 1200 policies/segments with a minimum of £1,000 in each
• Minimum investment £25,000
• For details of all charges – please visit our FAQs [links to FAQ section].