HSBC HIFC Offer - HSBC Canada

Get up to a $3,500 bonus

when you transfer-in your funds to HSBC

When investing for the future becomes investing for their future, go with it. 

 

Growing your wealth is done by capitalizing on timely opportunities. At HSBC you can uncover global knowledge and unrivalled access to diversified investment solutions for whatever your needs are.  HSBC, ready for your every unexpected. 

Enjoy a bonus offer of up to $3,500 when you transfer your funds, RRSP, TFSA or RRIF from another financial institution to a wide range of HSBC Investment Funds1, or HSBC World Selection®2 Portfolio Service. 

 

Amount transferred in/contributed to

the applicable HIFC account (Canadian dollars)

 

 

Amount of Bonus that may be paid in relation to the transfer-in/contribution amount (the “Bonus  Amount”) (Canadian dollars)**

 

 

$15,000 to $24,999.99

 

 

$150

 

$25,000 to $49,999.99

 

 

$275

 

$50,000 to $99,999.99

 

 

$575

 

$100,000 to $249,999.99

 

 

$1,500

 

$250,000 to $499,999.99

 

 

$2,500

 

$500,000.00 and above

 

 

$3,500

** Your eligibility for the Bonus Offer, including the payment of the Bonus Amount, is subject to the Qualifications and Other Conditions under the Bonus Offer Terms and Conditions. See terms & conditions for complete details.

Invest today. Offer expires
April 1, 2019. 

Already a customer?

Call 1-888-310-HSBC (4722)

Why invest with HSBC

Global footprint

With investment experts in 26 countries, we connect developed and emerging markets to bring innovative global investment opportunities to you4.

Award-winning asset manager

HSBC Global Asset Management proudly received 74 industry awards in 20173.

Competitive pricing

HSBC Mutual Funds are competitively priced and fees are on average lower than the industry4.

Grow Your Wealth online 

Discover your investor profile and receive a personalized investment recommendation through HSBC Wealth Compass TM.

Offer details.

Multiple ways to contact us.

Other investment offers that may interest you.

Receive 3.1% on a 15-Month non-redeemable GIC for new deposits5

Also available are special rates for new or renewals of 270-Day, 2-Year, 3-Year and 5-Year non-redeemable GICs.

Receive a bonus of up to $1,2886 

from HSBC InvestDirect when you transfer-in funds and trade online.

Offered by HSBC Investment Funds (Canada) Inc. (“HIFC”)

HSBC Wealth Compass™ is a trade-mark of HSBC Group Management Services Limited used under license by HIFC.

1 HSBC Investment Funds (Canada) Inc. (“HIFC”) is a direct subsidiary of HSBC Global Asset Management (Canada) Limited (“AMCA”) and an indirect subsidiary of HSBC Bank Canada, and provides its services in all provinces of Canada except Prince Edward Island. AMCA is a wholly owned subsidiary of, but separate entity from, HSBC Bank Canada and provides its services in all provinces of Canada except Prince Edward Island.

AMCA is the manager and primary investment advisor for the HSBC Mutual Funds. HIFC is the principal distributor of the HSBC Mutual Funds. HSBC Mutual Funds are also distributed through authorized dealers. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the prospectus, Fund Facts, and other disclosure documents before investing. Mutual funds are not guaranteed or covered by the Canada Deposit Insurance Corporation, HSBC Bank Canada, or any other deposit insurer or financial institution. The net asset values of all mutual funds, including the HSBC Mutual Funds, may change frequently and any past performance may not be repeated. For money market funds, there can be no assurances that such funds will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you.

2 HSBC World Selection® Portfolio is a portfolio investment service offered by HIFC.  In this service, a client’s assets are invested in model portfolios.  Each model portfolio is comprised of investments in HSBC Pooled Funds, which are mutual funds managed by AMCA and distributed by HIFC.  AMCA provides discretionary investment management services to the portfolios in the HSBC World Selection Portfolio service. Commissions, trailing commissions, management fees, investment management fees and expenses all may be associated with investments in the HSBC Pooled Funds and/or the HSBC World Selection Portfolio service.  Please read the applicable account opening documentation associated with HSBC World Selection Portfolio, the prospectus, Fund Facts, and other disclosure documents of the HSBC Pooled Funds in which investment may be made under HSBC World Selection Portfolio service before applying for the HSBC World Selection Portfolio service.  The HSBC World Selection Portfolio service and the HSBC Pooled Funds are not guaranteed or covered by the Canada Deposit Insurance Corporation, HSBC Bank Canada, or any other deposit insurer or financial institution.  For money market funds, there can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. The net asset values of all mutual funds, including the HSBC Pooled Funds, may change frequently and any past performance may not be repeated.

® World Selection is a registered trade-mark of HSBC Group Management Services Limited.

3Awards received by HSBC Global Asset Management offices worldwide in 2017.

4 Source: HSBC global Asset Management as at August 31, 2018.

5 The 15-month non-redeemable GIC must be in Canadian currency. Minimum deposit is $1,000. Interest rate is subject to change without notice. There is no limit on the number of GICs that can be issued under this offer. However, the total deposits made under this offer cannot exceed $2,000,000.00 Canadian dollars per customer. Redemption or withdrawal of all or portion of the deposit held in the 15-month non-redeemable GIC prior to the end of the 15-month term is not allowed. If we permit you to withdraw prior to the end of the term, we will not pay you interest. We may change, withdraw or extend this offer at any time without notice.

6 Terms and conditions apply.  HSBC InvestDirect is a division of HSBC Securities (Canada) Inc., a wholly owned subsidiary of, but separate entity from, HSBC Bank Canada. HSBC Securities (Canada) Inc. is a Member of the Canadian Investor Protection Fund. HSBC InvestDirect does not provide investment advice or recommendations regarding any investment decisions or securities transactions.

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