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HSBC Onshore Investment Bond

Overview

Overview

Managing and growing my wealth

The HSBC Onshore Investment Bond is a lump sum investment providing you with the potential for capital growth while still allowing you to make withdrawals from your investment. The HSBC Onshore Investment Bond has been designed as a medium to long term investment.

Features & benefits

  • Invest for growth or income, or both
  • Switch between funds with no immediate tax liability
  • Trusts to help mitigate Inheritance Tax
  • Arrange regular or one-off withdrawals
  • Transparency - no hidden costs

Eligibility

  • UK resident aged 18 or over
  • Minimum investment £5,000
  • No maximum investment limit

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.

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.

HSBC Advisers and their customers

For more information please contact your HSBC Premier Relationship Manager who will be able to help you decide if this is the right investment for you. The HSBC Onshore Investment Bond is provided by HSBC Life (UK) Limited.

You should also download and read the

Select - HSBC Onshore Investment Bond Product Brochure

Select - HSBC Onshore Investment Bond Key Features

Select - HSBC Onshore Investment Bond Key Information Document

The appropriate investment option information document(s), shown below, should be read together with the above Key Information Document

Fidelity Multi Asset Adventurous

HSBC Open Global Distribution

HSBC World Selection Adventurous Portfolio

HSBC World Selection Balanced Portfolio

HSBC World Selection Cautious Portfolio

HSBC World Selection Conservative Portfolio

HSBC World Selection Dynamic Portfolio

HSBC World Selection Income Portfolio

Schroder Managed Balanced

Threadneedle Managed Equity & Bond

Threadneedle Managed Bond

Threadneedle Managed Bond Focused

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Non - HSBC Advisers and their customers

For more information please access the link below
www.life.hsbc.co.uk

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