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Investment Savings lifePlan

Let us help you decide...

With lifePlan, you can get your money working for you effortlessly. You can start sooner, rather than later, with as little as $100 per month.

Whether you’re a conservative or aggressive investor, or somewhere in between, we have investments that match your unique financial goals.

To help guide you in selecting the type of investment options that match your investment comfort level answer our risk profile questionnaire and complete the application form (pdf, 156 kb)

 

What's your life plan?

Speak to an investment professional today to talk
about your financial goals.

Investing simplified

  • By investing monthly, you buy more units when prices are lower and fewer units when prices are higher
  • When you have a regular amount invested automatically, you’re paying yourself first and putting a disciplined investment plan into action
  • You can choose the dates and frequency that work best for you
  • The lifePlan has no up-front fee charges, and no high minimum investment amounts required

The value of investments and any income they generate can go down as well as up, meaning you may not get back the full amount you invested. Past performance is not indicative of future performance.

These products and services are offered only in jurisdictions where and when they may be lawfully offered by HSBC Bank Bermuda Limited and the material on these pages is not intended for use by persons located in or resident in jurisdictions which restrict the distribution of this material by us. Persons accessing these pages are required to inform themselves about and observe any relevant restrictions. These pages should not be regarded as an offer or solicitation to sell investments or make deposits in any jurisdiction to any person to whom it is unlawful to make such an invitation or solicitation in such jurisdictions. This information is not intended to provide professional advice and should not be relied upon in that regard. Persons accessing these pages are advised to obtain appropriate professional advice where necessary.

HSBC Bank Bermuda Limited is licensed to conduct banking and investment business by the Bermuda Monetary Authority.
HSBC Global Asset Management (Bermuda) Limited of 6 Front Street, Hamilton, Bermuda, is a wholly owned subsidiary of HSBC Bank Bermuda Limited. Funds managed by HSBC Global Asset Management (Bermuda) Limited are offered by prospectus only in those jurisdictions where they are permitted by law. HSBC Global Asset Management (Bermuda) Limited makes no representation as to the suitability of the funds for investors. HSBC Global Asset Management (Bermuda) Limited is licensed to conduct investment business by the Bermuda Monetary Authority.

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