Get up to $1,175* when you invest with us

Take your investment journey to new heights

 

*Offer ends December 17, 2021. Conditions apply.

At HSBC, reaching your financial goals can be as easy as 1, 2, 3

Take advantage of our exclusive investment bonus offer that can be redeemed online through HSBC Wealth Compass™, or in a branch through an HSBC Mutual Fund Advisor.

Initial Investment Bonus $1,000 - Enjoy a bonus of up to $1,000* when you transfer your RRSP, TFSA, RRIF or non-registered funds and invest with HIFC¹
Ongoing Investment Bonus $100 - Receive $100* when you qualify for the Initial Investment Bonus and set up regular investment contributions
Goal Planning bonus $75 - HSBC Premier³ clients receive an additional $75* when you qualify for the Initial & Ongoing Investment Bonuses and complete a goal plan for the same account

Up to $1,000 Initial Investment Bonus

Enjoy a bonus up to $1,000* when you transfer in CAD$10,000 or more from any other financial institution or your HSBC Bank Account and invest in a wide range of HSBC Mutual Funds2 or HSBC World Selection® Portfolio2 with HSBC Investment Funds (Canada) Inc. (“HIFC”)1.

  • Get $75 when you invest between $10,000 to $19,999.99

  • Get $150 when you invest between $20,000 to $29,999.99

  • Get $250 when you invest between $30,000 to $49,999.99

  • Get $500 when you invest between $50,000 to $99,999.99

  • Get $1,000 when you invest $100,000 or more

Limited time offer until December 17, 2021.

Full Terms and Conditions.

 

View offer details

$100 Ongoing Investment Bonus

Enjoy an additional bonus of $100* when you:

  • Qualify for the Initial Investment Bonus; and

  • Set up regular investment contributions under a HIFC Pre-Authorized Contribution Plan (PAC Plan) or increase your existing PAC in the same HIFC account.

Limited time offer until December 17, 2021.

Full Terms and Conditions.

 

View offer details

$75 Goal Planning Bonus

See where your investments can take you with a comprehensive goal plan.

 

Current and new HSBC Premier3 clients receive an additional bonus of $75* when:

  • They qualify for the Initial Investment Bonus and the Ongoing Investment Bonus; and

  • Complete a goal plan for the same Qualifying Account by January 24, 2022

Limited time offer until December 17, 2021.

Full Terms and Conditions.

 

View offer details

Multiple ways to get started

1. Invest online with HSBC Wealth Compass

2. Meet with an HSBC Mutual Fund Advisor

Why invest with HSBC?

Award-winning investment expertise you can trust.5

1. Invest online, anytime. It only takes minutes.

Get a personalized recommendation to invest online in low-cost funds with HSBC Wealth Compass™.

 

2. Wide range of investment solutions

From all-in-one, diversified managed solutions to mutual funds offering higher, predictable, monthly cash flows, we’ve got you covered.

 

3. Invest with confidence

With on-the-ground expertise in over 20 countries, HSBC is ideally placed to offer you unique global investment opportunities. 

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HSBC Wealth Compass named Best Robo Advisory Experience at The Digital Banker’s 2021 Digital CX Awards

Initial Investment Bonus offer details:

What are the eligible HIFC accounts I can transfer and invest my money into? 

 

· HSBC Investment Funds Non-Registered

· HSBC Investment Funds RRSP (including Spousal RRSP)

· HSBC Investment Funds TFSA

· HSBC Investment Funds RRIF

· HSBC World Selection Portfolio Non-Registered

· HSBC World Selection Portfolio RRSP (including Spousal RRSP)

· HSBC World Selection Portfolio TFSA

· HSBC World Selection Portfolio RRIF

 

This offer is available by investing online through HSBC Wealth Compass™ in the following HIFC accounts:

 

· HSBC Investment Funds Non-Registered

· HSBC Investment Funds RRSP

· HSBC Investment Funds TFSA

 

 You are solely responsible for knowing your contribution limits for your TFSA, RRSP or other Registered Plan account(s). RESP and locked-in registered accounts do not qualify for this bonus offer.

 

When must I transfer and invest my money by?

 

· Complete and provide us the Bonus Offer form and, if applicable, the transfer in authorization or transaction form by December 17, 2021.

· Any Transfer-In Amount from an HSBC Bank Account must be invested with HIFC no later than December 17, 2021.

· Any Transfer-In Amount from an external financial institution must be received by HIFC and invested by January 24, 2022.

· The Investment Amount must remain invested in each applicable Qualifying Account until at least December 17, 2022 (inclusive).

 

Am I able to withdraw any of my money during the Offer Period?  

 

· If you withdraw, deregister, or transfer assets out from your Qualifying Account, these amounts will be subtracted from the value of your Qualifying Assets and if reduced below $10,000, before December 17, 2022, you will not qualify for the Initial Investment Bonus.

 

How is the Bonus Amount calculated?

 

· We group together all amounts invested in your sole and joint HIFC non-registered accounts and calculate the Bonus Amount against the net total Investment Amount at the end of the Offer Period

· For amounts invested in registered accounts and non personal accounts, we pay the Bonus Amount against the amount invested in each account

 

Are HSBC Money Market Funds eligible for this bonus offer?

 

· For HSBC Investment Funds accounts, none of the investments you make as part of this Bonus Offer can be used to purchase units of the HSBC Canadian Money Market Fund or the HSBC U.S. Dollar Money Market Fund

 

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Ongoing Investment Bonus offer details:

What are the eligible HIFC Accounts I can transfer and invest my money into?

 

· HSBC Investment Funds Non-Registered

· HSBC Investment Funds RRSP (including Spousal RRSP)

· HSBC Investment Funds TFSA †

· HSBC World Selection Portfolio Non-Registered

· HSBC World Selection Portfolio RRSP (including Spousal RRSP)

· HSBC World Selection Portfolio TFSA

 

This offer is available by investing online through HSBC Wealth Compass™ in the following HIFC accounts:

 

· HSBC Investment Funds Non-Registered

· HSBC Investment Funds RRSP

· HSBC Investment Funds TFSA

 

 You are solely responsible for knowing your contribution limits for your TFSA, RRSP or other Registered Plan account(s). RESP and locked-in registered accounts do not qualify for this bonus offer.

 

What is the eligible amount of the regular contribution under the pre-authorized contribution (PAC) Plan?

 

· For an HSBC Investment Funds account, a total regular contribution amount of at least $150 per month (or equivalent for different frequencies), in Canadian dollars is required.

· For an HSBC World Selection® Portfolio account, the minimum regular contribution amount is $250.

 

What’s the time frame for investing?

 

· You must complete the bonus offer form, set up a new PAC Plan or increase your PAC amount for the same Qualifying Account by December 17, 2021.

· You must make your first monthly contribution under the PAC Plan into your Account by December 17, 2021 and after that, the monthly contributions must continue until December 17, 2022 or later.

What if I cancel my PAC Plan before or during the offer period or withdraw any of my money during the Offer Period?

· If you cancel any PAC Plan for your Qualifying Account between June 18, 2021 and December 17, 2022 (inclusive) or you withdraw, deregister, or transfer assets out from your Qualifying Account during this same period, you no longer qualify for the Ongoing Investment Bonus.

 

Are HSBC Money Market Funds eligible for this bonus offer?

 

· If the applicable account is an HSBC Investment Funds account, none of the investments you make as part of this Bonus Offer can be used to purchase units of the HSBC Canadian Money Market Fund or the HSBC U.S. Dollar Money Market Fund.

 

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Goal Planning Bonus offer details:

Investments completed as part this offer may be used to qualify for HSBC Premier3, a unique financial services package offering exclusive privileges, priority service and more.

 

Goal planning helps you identify and prioritize what you want from your financial future.

 

Our integrated approach helps you identify the personal, big-picture objectives you set for how you invest and spend money. These goals can be things you hope to achieve in the medium term, like a home renovation or paying for a child’s education, to longer-term plans for retirement. Goal planning is an exclusive service we offer to our HSBC Premier3 clients. Your HSBC Premier Relationship Manager4 will help you take a realistic view of your financial goals by taking you through the following six steps to help develop a customized plan unique to your needs:

 

Step 1: Engage with you to think about your financial future in a big picture way

Step 2: Identify and understand your goals

Step 3: Gather information

Step 4: Review initial results

Step 5: Offer advice and recommendations

Step 6: Review goals regularly

 

You can earn a maximum of 1 Goal Planning Bonus per Qualifying Account.

 

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

 

* Issued by HIFC. The maximum Bonus Amount available to you for participating in the Bonus Offer is $1,175 per Qualifying Account. The Goal Planning Bonus is available to HSBC Premier3 clients only and is redeemable exclusively in-branch through an HSBC Premier Relationship Manager4. Your eligibility for this Bonus Offer, including the payment of the Bonus Amount, is subject to the 2021 Autumn Investment Bonus Offer Terms and Conditions. Please read the Terms and Conditions carefully and visit your branch or call Telefund at 1-800-830-8888 for complete details. All amounts indicated are in Canadian dollars. Offer expires December 17, 2021. 

 

 The Digital Banker award recognises and celebrates the world's preeminent Financial Services Organisations that are pioneering unrivalled standards and capabilities in their respective fields.

 

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.

 

2 AMCA is the manager and primary investment advisor for the HSBC Mutual Funds and the HSBC Pooled Funds (collectively, the “HSBC Funds”).  HIFC is the principal distributor of the HSBC Mutual Funds, which are also distributed through authorized dealers. HIFC also offers the HSBC Funds through HSBC World Selection® Portfolio service.   This is a portfolio investment service under which client’s assets are invested in model portfolios which are comprised of investments in the HSBC Funds. AMCA provides discretionary investment management services to the model 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 Funds and/or the HSBC World Selection Portfolio service. Please read the prospectus, Fund Facts, applicable account opening documentation and any other disclosures before investing in the HSBC Funds and/or the HSBC World Selection Portfolio service. The HSBC World Selection Portfolio service and the HSBC Funds are not guaranteed or covered by the Canada Deposit Insurance Corporation, HSBC Bank Canada, or any other government deposit insurer or financial institution, their values change frequently and past performance may not be repeated. 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.

 

® World Selection is a registered trademark of HSBC Group Management Services Limited.

 

HSBC Wealth Compass™ is an online service offered by HIFC which allows clients to discover their investor profile, receive a personalized investment recommendation and apply to start investing in mutual funds. 

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

 

All products and services of HIFC and AMCA are only available for sale to residents of Canada, unless the laws of a foreign jurisdiction permit sales to its residents. Please contact your HSBC Mutual Fund Advisor for more details. The details of these Bonus Offers should not be considered an offer to sell or a solicitation to buy products or services to any person in a jurisdiction where such offer or solicitation is considered unlawful. 

 

This site may provide external links that give you access to HSBC websites located in Canada and other countries. If you enter a website outside of Canada, you are advised that it may not be legal in that jurisdiction for you to use the facilities available on that website and the legal requirements of that jurisdiction may prohibit you from dealing in that jurisdiction. If you access a jurisdiction in which you are not resident, you do so at your own risk, and HSBC Group will not be liable for any breach of local law or regulation that you may commit as a result of using and accessing a website in a country in which you are not resident.

 

3 HSBC Premier requires you to have an active HSBC Premier chequing account and maintain combined personal deposits and investments with HSBC Bank Canada and its subsidiaries of $100,000 or greater, hold a personal HSBC Bank Canada residential mortgage with original amount of $500,000 or greater, or have income deposits of $6,500 within a calendar month plus confirmation of $100,000 or more in assets under management in Canada.  Some exclusions apply. A monthly fee will be charged if you do not meet at least one of the eligibility criteria above. For full details regarding eligibility and any fees which may apply please refer to the Personal Service Charges/Statement of Disclosure.

 

4 HSBC Premier Relationship Managers are dually employed as HSBC Mutual Fund Advisors and are employees of both HSBC Bank Canada and HIFC. 

 

5 As at June 30, 2021, HSBC Asset Management received 36 awards worldwide in 2021.