International insight and experience
An HSBC Securities Financial Professional1 can help connect your portfolio to investment opportunities – whether they appear around the block or around the world. We'll work with you to 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's Global Asset Management Team. As the market fluctuates or your goals and needs evolve, we'll be available to help you review, reconsider, and refine your strategy over time.
Get started with a financial goal review
The way you manage your money now could have a big impact on your future. Our priority is to understand what's going on in your life today - and where you'd like to be in 5, 10, or even 50 years. Whether you're looking for a comfortable retirement, to secure the best start in life for your children, or want to make the most of your disposable income, we'll help you make financial decisions that suit your current needs and future aspirations.
Reviewing your finances with one of our experienced HSBC Securities Financial Professionals is the first step in achieving your goals.
What happens during a financial goal review?
1. Getting to know you
We'll look at the complete picture, and discuss everything from your current savings and investments, to financial goals and plans for the future.
2. Discovering your options
We'll discuss the proposals for you which can include protection and investment solutions, as appropriate. Any investment recommendations will reflect the level of risk you're prepared to take to achieve your financial goals.
3. Discussing your plan
We'll compile a financial goal review, based on the information you've provided. You'll be able to discuss your financial plan and ask any questions you may have at this stage.
4. Taking action
We'll send our recommendations in writing and arrange a follow up meeting to discuss the content, answering any further questions you may have. If you're happy to go ahead, your HSBC Financial Professional will work with you to put your agreed plan into action.
5. Complete and sign documents digitally
Our digital tool allows you to complete and return documents online, without needing to print and scan them.
How we continue to support you
Many things can change in your life - promotion, relocation, starting a family, taking early retirement. These factors have an impact on your financial goals and the way your portfolio should be structured. We'll conduct regular reviews with you to see if your investments are on target. Your HSBC Financial Professional is available whenever you want to discuss your portfolio and check how your investments are performing.
The HSBC approach
We spend the time to get to know you. Our HSBC Financial Professionals will discuss your financial goals and help you plan for your future.
Begin to experience the benefits of working with us by scheduling a review with an HSBC Financial Professional.
|ARE NOT A DEPOSIT OR OTHER 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 consultation with your independent tax advisor.
Research backgrounds of brokers and firms for free by visiting FINRA's BrokerCheck website.
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.
1 Financial professional refers to Financial Consultants (FCs), Investment Counselors (ICs), and High Net Worth Relationship Managers (HNWRMs). All offer bank products through HSBC Bank (USA) N.A., investments and certain insurance products, including annuities, are offered through HSBC Securities (USA) Inc. and traditional insurance products are offered through HSBC Insurance Agency (USA) Inc.