Diversify your portfolio with access to global investments

²Excluding HSBC Wealth Compass Funds.

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

^* This offer is Issued by HIFC. The maximum Bonus Amount available to you for participating in the Bonus Offer is $1,250 per Qualifying Account. Bonus amounts may differ for transfers/investments into HSBC Wealth Compass Funds (maximum $650 per Qualifying Account). RRIF accounts are not available through HSBC Wealth Compass. The Goal Planning Bonus is available to HSBC Premier³ clients only and is redeemable exclusively in-branch through an HSBC Premier Relationship Manager⁴. None of the investments you make as part of this Bonus Offer can be used to purchase units of the HSBC Canadian Dollar Money Market Fund or the HSBC U.S. Dollar Money Market Fund. Your eligibility for this Bonus Offer, including the payment of the Bonus Amount, is subject to the 2023 Winter 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 May 8, 2023.

 ^†For The Digital Banker award information, visit site: https://globalretailbanking.com/past-winners/2022-winners/

^†≠ 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.

^≠ For more information on the award, please refer to hsbc.ca/premier.

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.

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 trademark 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 this Bonus Offer 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 information should not be relied on for accounting, legal, lending or tax advice and does not constitute investment advice or a recommendation to any viewer of this content to buy or sell investments. It is outside the scope of this information to consider whether it is suitable for you and your financial objectives. Individual circumstances and current events are critical to sound planning; anyone wishing to act on this information should obtain appropriate professional advice where necessary.  Please consult your tax advisor to find out which strategies best suit your tax situation. Registered plans for individuals are subject to specific limits, tax implications and restrictions which can be found on the CRA Savings and pension plans webpage.

³ HSBC Premier Relationship Managers are dually employed by HIFC and HSBC Bank Canada as HSBC Mutual Fund Advisors and HSBC Relationship Managers.

⁴ HSBC Premier requires you to have an active HSBC Premier chequing account, and either:

1. Have personal deposits and investments with HSBC in Canada totalling $100,000 or more; or

2. Hold a personal mortgage with HSBC in Canada with an original amount of CAD $500,000 or more.

You can also meet the conditions in points 1 and 2 above by combining you and your spouse or common law partner’s balances through our Household Qualification Program ; or

1. Have total monthly income deposits of $6,500 or more with HSBC in Canada plus confirmation of $100,000 or more in deposits and/or investments in Canada, or

2. Qualify for HSBC Premier in another country.

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 .

⁵As at October 31, 2022, HSBC Asset Management received 44 awards worldwide in 2022.

⁶ Source: HSBC Asset Management as of September 30, 2022.

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