There are lots of good reasons to choose HSBC Life to cover your clients’ investment needs, including:
How to start writing HSBC Life Onshore Investment Bond business
Have a discussion with your HSBC Life Business Development Manager
Review our Target Market document
Review our Terms of Business Agreement
Additional information about the HSBC Life Onshore Investment Bond is available on the HSBC Life Extranet (www.bond.hsbc.co.uk) – which also enables financial advisers to produce illustrations and access literature plus bond-specific servicing options. You’ll receive your log-in details as part of the onboarding process.
Register for HSBC Life Extranet
You’ll receive an automated email from HSBC Life with a link to set up your password and PIN. Once registered you can submit applications, access documents and sales aids, view trust guides and retrieve online valuations.
The HSBC Life Extranet is a dedicated resource portal for advisers.
It enables you to:
Use the HSBC Life Extranet to generate HSBC Life Onshore Investment Bond illustrations and manage withdrawals, fund switching, changes to personal details and more.
To place investment business with HSBC Life your firm will need to open an agency and register for the HSBC Life Extranet. This starts with a conversation with your local HSBC Life Onshore Investment Bond Business Development Manager (BDM).
We work hard to make it easy for you to support your clients and their families and their businesses.
Explore our tools and literature, designed to support your conversations with clients about their needs.
Take a look at our latest reports and tools to assist your advice process and Continuous Professional Development.
