Jargon buster

Overview

Research, buy, and track investments funds via our Global Investment Centre

Our Global Investment Centre is our investments service through which you can open and invest in a Funds portfolio and ISA Funds portfolio, giving you access to investment funds from HSBC and a wide range of other providers.

Why use Global Investment Centre to buy and track your investments?

  • Choose from an extensive range of funds
  • Choose to buy, sell or switch funds either online or by phone
  • Start investing with £100 into each class of funds shares you choose
  • Value your investment in real time, and track its performance online
  • Invest in a tax-efficient way through an ISA funds portfolio
  • Access GIC via your Personal Internet Banking and manage all your accounts in one convenient place
  • 0% initial change*
  • 0.39% Account Fee when investing in clean share class funds
  • It’s quick and easy to apply

*An annual management charge and other expenses will apply

Eligibility criteria
Eligibility requirements

You can apply for Global Investment Centre if you:

  • are aged 18 or over
  • are a UK resident with a permanent UK residential address
  • have an HSBC current and/or savings account

You cannot apply for a Funds Portfolio and ISA Funds Portfolio if you're a non-UK resident (including if you are a UK Crown Servant working overseas).

Accounts cannot be held in joint names and non-personal accounts are not permitted.

If you would like to invest with another person, or to make regular contributions rather than investing a lump sum, please call 03456 076180* to discuss your options.

Please read the important information below

Global Investment Centre has been created for individual investors who want to make lump sum investments themselves. You cannot make regular payments or joint applications in to the Global Investment Centre.

Investors should regularly review the funds they've chosen. That's why with Global Investment Centre you can see the current value of your investments, and track their performance, at a glance.

Once you've applied for the Global Investment Centre, you can open a Funds Portfolio in which to buy, sell and hold your investments.

You can also apply for an ISA Funds Portfolio so you can hold your investments within a tax-efficient ISA.

The minimum initial investment is £100 for each class of fund shares for each portfolio. The minimum additional investment is also £100.

Online trades through the Global Investment Centre are limited to £99,999. If you would like to place a trade of £100,000 or more, you may do so by phone – please call us on 03456 076180**.

Find the fund that’s right for you

Click on a fund provider or tell us what kind of fund you’re looking for and we’ll help you find the fund that fits your criteria:

Aberdeen
Artemis
Aviva
Baillie Gifford
BlackRock
BNY Mellon
Fidelity
First State
Henderson
HSBC
Invesco
Investec
JP Morgan
Jupiter
M & G Investments
Martin Currie
Neptune
Schroders
Threadneedle

Things to bear in mind

It is important to remember

  • You need to have an HSBC current or savings account to buy funds via our Global Investment Centre.
  • The Global Investment Centre is offered without advice, on an execution only basis. HSBC is not required to assess the suitability of this service for you, which means that the protection offered by the Financial Conduct Authority's rules on assessing suitability will not apply. If you have any doubts about whether this service is suitable for your needs, you should seek advice from a Financial Adviser (you may be charged for any advice you receive)
  • Investments should be considered as a medium to long-term commitment. This means you should be prepared to hold them for at least five years.
  • Investing through our Global Investment Centre involves taking some investment risk. The value of investments can go down as well as up and you may get back less than 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.
  • You should carefully consider the specific risks of investing in emerging market securities.
  • The value of any tax benefits described depends on your individual circumstances. Tax rules may change in the future.
  • Additional risks may apply, please refer to our Key Features of Funds Portfolio and ISA Funds Portfolio document for further information.

Apply online (via Personal Internet Banking)

Please read and save the following documents before applying for Global Investment Centre:

  • Global Investment Centre Terms and Conditions
  • Key Features of Funds Portfolio and ISA Funds Portfolio
  • Eligibility requirements
    Eligibility requirements

    You can apply for Global Investment Centre if you:

    • are aged 18 or over
    • are a UK resident with a permanent UK residential address
    • have an HSBC current and/or savings account

    You cannot apply for a Funds Portfolio and ISA Funds Portfolio if you're a non-UK resident (including if you are a UK Crown Servant working overseas).

    Accounts cannot be held in joint names and non-personal accounts are not permitted.

    If you would like to invest with another person, or to make regular contributions rather than investing a lump sum, please call 03456 076180* to discuss your options.

  • Fund list

To read our PDF files you'll need Acrobat Reader 4.0 or above. Visit Adobe UK.

If you're using screen reading technology that cannot read PDFs, a converter is available at Access Adobe.

Apply online

More information on the application process is available on the ‘How to apply’ page.


More details/FAQs

How it works
  • Once you've registered for the Global Investment Centre, you can open a Funds Portfolio in which to buy, sell and hold your investments.
  • You can also apply for an ISA Funds Portfolio so you can hold your investments within a tax-efficient ISA.
  • There are no new passwords to remember because you access your Global Investment Centre through Internet Banking. Simply log on and select 'Investments'.
  • You can see the current value of your investment and track its performance online.
  • Interactive research tools help you make informed decisions about what to invest in and when.
  • Anyone with an HSBC current or savings account can register for our Global Investment Centre.
  • Global Investment Centre integrates seamlessly with your nominated bank account as the money for your purchases and the proceeds from your sales will be taken from and paid into that account.
  • You can choose to buy, sell or switch funds either online or by phone. Please note that purchases or sales you make from 4pm onwards on a business day will be processed the following business day. The minimum initial investment is £100 for each class of fund shares for each portfolio. The minimum additional investment is also £100.
  • Please note online trades through the Global Investment Centre are limited to £99,999. If you would like to place a trade of £100,000 or more, please call us on 03456 076180**.
How much does it cost?
  • There is no charge for setting up the Global Investment Centre service.
  • An Account Fee of 0.39% per annum applies when investing in clean share class funds.
  • There is no initial charge on any funds in the Global Investment Centre.
  • An annual management charge and other expenses will apply.
  • In the past fund managers, including HSBC, have used several different methods to illustrate charges. To make these charges clearer and comparisons simpler for you, we’re moving to the Ongoing Charges Figure (OCF), which is being adopted throughout the investment fund industry. The OCF incorporates the Annual Management Charge (AMC) as well as any other additional charges from the fund provider.
  • Full details of the annual management charge and any other expenses (including the Account Fee) are available in the Key Features of Funds Portfolio and ISA Funds Portfolio Document. Specific fund charges are available in the relevant Key Investor Information Documents for each fund.
What types of funds can I hold?
  • There is a wide range of open ended investment company (OEIC) and unit trust clean share class funds that you can hold within each of your account(s).
What are the charges?
  • An Account Fee of 0.39% per annum applies when investing in clean share class funds. There is no initial charge on any funds in the Global Investment Centre; however an annual management charge and other expenses will apply.
  • The Account Fee will be charged as an annual percentage rate and calculated using the value of any holdings in clean share classes within your account. The annual percentage rate for the Account Fee will be 0.39% per annum. The charge will be taken on a monthly basis from your default settlement account for your Funds Portfolio in arrears. The Account Fee will be payable by you for the services we provide when arranging the sale and purchase of fund shares in clean share classes as well as custody and administration of those fund shares when they are held in your account.
  • Full details of charges, including annual management charges and any other expenses are available in the Key Features Document and the individual Fund Details.
Is there a minimum amount that I have to invest?
  • The minimum initial investment is £100 for each class of fund shares for each portfolio. The minimum additional investment is also £100.
What happens after I have placed a buy instruction?
  • If a Buy instruction is placed prior to the dealing deadline (for individual dealing deadlines please see the Fund Details Document for the specific fund) then your order will normally be placed with the fund provider before the fund's next valuation point. The valuation point for each fund is shown in the Fund Details.
  • You can then view the status of an instruction by clicking on 'Details' located within the 'My order status' section. Once we receive confirmation that the instruction has been executed by the fund provider, your new holding will be reflected within 'My fund portfolio' section. When you place a Buy instruction a hold will be placed on the required monies in your chosen settlement account or in the case of your ISA this will be the Uninvested cash account. The money will be taken from your settlement account or your Uninvested cash account on settlement day.
  • We will send you a confirmation of the number of fund shares purchased for you and the price you paid.
Can I make regular contributions to a fund or make a joint application?
  • No. We don't currently offer this service for Global Investment Centre. However, you may invest as often as you like subject to the minimum investment amount of £100 for each fund for each account.

Investment risk

All investments carry some risk. The value of investments (and any income received from them) 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.

Time commitment

Most investments should be considered as a medium to long-term commitment, meaning you should be prepared to hold them for at least five years.

Tax benefits

The value of any tax benefits described depends on your individual circumstances. Tax rules may change in the future.

Need to speak to us?

03456 076180**

Our opening hours are Monday to Friday 8am to 9pm.

Textphone:18001 0800 028 0126.

To help us continually improve our service, and in the interests of security, we may monitor and/or record your communications with us.

Prefer to talk face-to-face?

Pop into your nearest branch for a chat.

Find a branch Your money is protected by FSCS

The Global Investment Centre is offered without advice, on an execution only basis. HSBC is not required to assess the suitability of this service for you, which means that the protection offered by the Financial Conduct Authority’s rules on assessing suitability will not apply. If you have any doubts about whether this service is suitable for your needs, you should seek advice from a Financial Adviser (you may be charged for any advice you receive).

Check if you qualify for advice
If you have £50,000 or more in savings and investments, you may be eligible for HSBC Premier Financial Advice. See the full eligibility criteria.

Eligibility requirements

You can apply for Global Investment Centre if you:

  • are aged 18 or over
  • are a UK resident with a permanent UK residential address
  • have an HSBC current and/or savings account

You cannot apply for a Funds Portfolio and ISA Funds Portfolio if you're a non-UK resident (including if you are a UK Crown Servant working overseas).

Accounts cannot be held in joint names and non-personal accounts are not permitted.

If you would like to invest with another person, or to make regular contributions rather than investing a lump sum, please call 03456 076180* to discuss your options.

If you don't qualify for HSBC Premier Financial Advice or if you'd rather not pay for advice, see other ways we can help.

**Lines are open Monday to Friday, 8.00am to 6.00pm (excluding Bank Holidays).

How to apply

Things you should know before applying

In line with anti-money laundering regulations, we need to have a record of your personal identification (ID) before we can open an investment for you.

To help us process your application as quickly as possible, please call us to confirm if we have a record of your ID. If not, we may ask you to take one of the following forms of ID to your nearest branch:

  • Current passport
  • Current full UK driving licence
  • National ID Card
  • Armed Forces Card

Eligibility criteria

You can apply for Global Investment Centre if you:

  • are aged 18 or over
  • are a UK resident with a permanent UK residential address
  • have an HSBC current and/or savings account

You cannot apply for a Funds Portfolio and ISA Funds Portfolio if you're a non-UK resident (including if you are a UK Crown Servant working overseas).

Accounts cannot be held in joint names and non-personal accounts are not permitted.

If you would like to invest with another person, or to make regular contributions rather than investing a lump sum, please call 03456 076180* to discuss your options.

Before you apply

Before you apply, please read and save the following documents:

Apply online
Adobe reader

To read our PDF files

To read our PDF files you'll need to have Acrobat Reader 8.0™ or above installed on your computer. If you don't, it's free and can be downloaded from Adobe UK. If you are accessing this website using reading technology that cannot read PDFs, a converter is available at Access Adobe.

More information on the application process is available on the ‘How to apply’ page.


Not yet registered for Personal Internet Banking?

If you want to keep track of your investment funds online you'll first need to register for Personal Internet Banking.

Once you have registered for Personal Internet Banking you can then open your Global Investment Centre account online.

Register for Personal Investment Banking

Alternatively, call us on 03456 076180* to apply for HSBC Global Investment Centre and buy your chosen fund.

Apply by phone

You can also choose to apply for Global Investment Centre by phone – although note it will take longer to complete your application as we’ll have to send your documents by post.

Call us on 03456 076180*


The Global Investment Centre is offered without advice, on an execution only basis. HSBC is not required to assess the suitability of this service for you, which means that the protection offered by the Financial Conduct Authority's rules on assessing suitability will not apply. If you have any doubts about whether this service is suitable for your needs, you should seek advice from a Financial Adviser (you may be charged for any advice you receive).

Please note online trades through the Global Investment Centre are limited to £99,999. If you would like to place a trade of £100,000 or more, you may do so by phone – please call us on 03456 076180*.

* Our opening hours are Monday to Friday 8.00am to 6.00pm (excluding Bank Holidays). Textphone: 08457 660 391.

To help us continually improve our service, and in the interests of security, we may monitor and/or record your communications with us.