Investment products and services | HSBC
Make informed investment decisions
International insight and experience
In today's increasingly complex, global economy, having the right tools and information to help you make informed investment decisions is critical. So is having a trusted advisor who can help connect your portfolio to investment opportunities – whether they appear around the block or around the world.1
An HSBC financial professional2 can help you take a careful look at your current finances and consider what you'd like to achieve in the future. Through a holistic planning process, we'll help you develop a personal strategy, leveraging unique global insights and local knowledge from HSBC research analysts around the world. And we'll be available to help you review, reconsider, and refine your strategy over time – no matter how the market fluctuates or how your needs and goals evolve.
Request a call back or call us at 866.586.4722 for a review with a financial professional.
A wide array of investment choices
Today's investment decisions are more complicated than ever, with a wider variety of asset classes, easier access to emerging markets, and increased economic uncertainty. To help our clients navigate such complexities, we leverage the products and services of HSBC's Global Asset Management's portfolio of solutions—designed to meet a variety of investment goals and risk profiles.
An HSBC financial professional can help you evaluate additional investment choices, including:
- Mutual funds
- Fixed income investment products
- Structured products
- Equities and ETFs
Our commitment to clarity
It's important to fully understand all aspects of your investment decisions. Our financial professionals will provide documentation - including risks, charges, fees, and other disclosures - for products you are considering. Additionally, our Commission and Fee Schedule outlines the charges for investing with HSBC Securities (USA) Inc. If you have any questions about any aspects of your investments, please call us at 866.586.4722 or schedule a consultation online. We also recommend that you seek legal or tax advice from a qualified professional.
The information has been prepared for informational purposes only and is subject to change without notice. All investments involve risk including the loss of principal. It is not intended to provide and should not be relied on for financial, accounting, legal, or tax advice. You should consult your financial, tax or legal advisor regarding such matters. We believe the information provided herein is reliable but should not be assumed to be accurate or complete. The views and strategies described may not be suitable for all investors.
Investment and certain insurance products, including annuities, are offered by HSBC Securities (USA) Inc. (HSI), member NYSE/FINRA/SIPC. In California, HSI conducts insurance business as HSBC Securities Insurance Services. License #: OE67746. HSI is an affiliate of HSBC Bank USA, N.A. Third party whole life, universal life and term life insurance products are offered through Insurance Agents of HSBC Insurance Agency (USA) Inc., which is a wholly-owned subsidiary of HSBC Bank USA, N.A. Products and services may vary by state and are not available in all states. California license #: OD36843.
|Investment, Annuity and Insurance Products:|
|ARE NOT A BANK DEPOSIT OR OBLIGATION OF THE BANK OR ANY OF ITS AFFILIATES||ARE NOT FDIC INSURED||ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY||ARE NOT GUARANTEED BY THE BANK OR ANY OF ITS AFFILIATES||MAY LOSE VALUE|
All decisions regarding the tax implications of your investment(s) should be made in connection with your independent tax advisor.
1 Foreign securities can be subject to greater risks than U.S. investments, including currency fluctuations, less liquid trading markets, greater price volatility, political and economic instability, less publicly available information, and changes in tax or currency laws or monetary policy. These risks are likely to be greater for emerging markets than in developed markets. Prices of securities in emerging markets can fluctuate more significantly than the prices of companies in more developed countries. Securities of emerging market issuers generally have more risk than securities issued by issuers in more developed markets. The less developed the country, the greater affect the risks may have in an investment, and as a result, an investment may exhibit a higher degree of volatility than either the general domestic securities market or the securities markets of developed foreign countries.
2 HSBC Securities financial professional refers to Premier Wealth Advisors (PWA), Premier Relationship Advisors (PRA) and Licensed Sales Professionals. PWA/PRA's provide a full suite of investment and insurance products that are available with HSBC based on individualized customer financial needs and objectives. Licensed Sales Professionals have access to more simplified product sets created to meet customers' key life-cycle needs, e.g., education, retirement, wealth transfers.
3 HSBC Global Asset Management (USA) Inc. serves as investment adviser for the HSBC Spectrum as well as the HSBC Funds, which may be among the underlying investments in the HSBC Spectrum. Certain HSBC Funds have affiliated and un-affiliated sub-advisors with HSBC, with an investment specialty that is appropriate for the asset class represented by that fund. Both HSBC Global Asset Management (USA) Inc. and the sub-advisors receive a fee for their investment services separate from the investment management fee charged for the HSBC Spectrum. Mutual funds outside of the HSBC Funds family are offered as options in the product and may be advised by investment managers affiliated or unaffiliated with HSBC Global Asset Management (USA) Inc., who also receive a fee for their services.
HSBC Funds are distributed by Foreside Distribution Services, L.P., which is not affiliated with HSBC Global Asset Management (USA) Inc.
4 HSBC Global Asset Management (USA) Inc. is the sponsor of the Managed Portfolio Account and the HSBC Spectrum.
5 HSBC Global Asset Management (USA) Inc. is the investment adviser for the HSBC World Selection Funds. Foreside Distribution Services, L.P., a member of the Financial Industry Regulatory Authority ("FINRA"), serves as the distributor of the Funds' shares.
HSBC Global Asset Management (USA) Inc. serves as the investment adviser to the HSBC Funds. Foreside Distribution Services, L.P., member FINRA, is the distributor of the HSBC Funds and is not affiliated with the Advisor. HSBC Securities (USA) Inc., member NYSE, FINRA, SIPC is a sub-distributor of the HSBC Funds. Affiliates of HSBC Global Asset Management (USA) Inc. receive fees for providing various services to the funds.
United States persons (including U.S. citizens and residents) are subject to U.S. taxation on their worldwide income and may be subject to tax and other filing obligations with respect to their U.S. and non-U.S. accounts - including, for example, Form TD F 90-22.1 (Report of Foreign Bank and Financial Accounts ("FBAR")). U.S. persons should consult a tax adviser for more information.
Investors should consider the HSBC World Selection Funds investment objectives, risks, charges and expenses of the investment company and other important information about the investment company. For clients of HSBC contact HSBC Securities (USA) Inc. at 800.662.3343 for more information. Investors should read the prospectus carefully before investing or sending money.
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