Choose the Bonus Offer that meets your needs, or get both!

Investing for the long-term? Saving towards your future with regular contributions? We’ve got you covered with two great investment Bonus Offers.

Enjoy a bonus up to $1,200 when you transfer your RRSP, TFSA, RRIF or non-registered funds from your HSBC account or any other financial institution and invest in a wide range of HSBC Mutual Funds1 or an HSBC World Selection® Portfolio2 account with HSBC Investment Funds (Canada) Inc. (HIFC)3.
Investment amount**
Bonus Amount **
$10,000 to $19,999.99

$100

$20,000 to $29,999.99

$175

$30,000 to $49,999.99

$300

$50,000 to $99,999.99

$575

$100,000 or more

$1,200

Enjoy a bonus up to $1,200 when you transfer your RRSP, TFSA, RRIF or non-registered funds from your HSBC account or any other financial institution and invest in a wide range of HSBC Mutual Funds1 or an HSBC World Selection® Portfolio2 account with HSBC Investment Funds (Canada) Inc. (HIFC)3.
Investment amount**
$10,000 to $19,999.99
Bonus Amount **

$100

Investment amount**
$20,000 to $29,999.99
Bonus Amount **

$175

Investment amount**

$30,000 to $49,999.99

Bonus Amount **

$300

Investment amount**

$50,000 to $99,999.99

Bonus Amount **

$575

Investment amount**

$100,000 or more

Bonus Amount **

$1,200

** 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. All amounts indicated are in Canadian dollars. Please read the Terms and Conditions for complete details.

Get started:

Offer details:

 

When can I take advantage of this Bonus Offer?

  • The offer period is July 2, 2019 to November 1, 2019.

 

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

  • HSBC Investment Funds Non-Registered
  • HSBC Investment Funds RRSP (including spousal)
  • 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

 

In addition, you can open and invest in the following HIFC accounts online through HSBC Wealth Compass

  • HSBC Investment Funds Non-Registered
  • HSBC Investment Funds RRSP
  • HSBC Investment Funds TFSA 

 

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 November 1, 2019 to any of these eligible HIFC accounts and you’ll be eligible to receive our special bonus**.
  • Any Transfer-In Amount from an external financial institution must be received by HIFC and invested by December 2, 2019
  • The Investment Amount must remain invested in each applicable Bonus Eligible Account until at least November 2, 2020 (inclusive).

 

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

  • From June 1, 2019 to November 2, 2020 (inclusive), any withdrawals/transfers out from any of the Bonus Eligible Accounts where the transfer amount was invested will decrease this amount by the amount withdrawn/transferred, and may lower the Bonus Amount

 

How is the Bonus Amount calculated?

  • We group together all amounts invested in 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, we pay the Bonus Amount against the amount invested in each registered account

 

Are HSBC Money Market Funds eligible for this bonus offer?

  • If the applicable account is a 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

Get started

Open an account online

Start your investment journey today with HSBC Wealth Compass

Need to talk to us?

Call us at 1-888-310-HSBC (4722)

Or visit a branch near you

Learn more about HSBC Mutual Funds and World Selection® Portfolio

Let's Meet 1 on 26

HSBC has investment professionals in 26 countries who share local knowledge. So we wanted to demonstrate that when you invest with us, you learn more than you expect.

Watch us turn ordinary investment meetings into something much more.

Learn how our knowledge can guide your investments.

Let's Meet at 1 on 26

 

 

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


*
 Total maximum combined bonuses available of $1,450 if you invest in World Selection© Portfolio or maximum combined bonuses of $1,350 if you invest in HSBC Mutual Funds (which includes mutual funds purchased online through HSBC Wealth Compass™) and meet all eligibility requirements for the Long Term Investing Bonus Offer and Regular Investing Bonus Offer. Please read the Terms and Conditions for details. Offer ends November 1, 2019.


HSBC Global Asset Management (Canada) Limited (AMCA) is the manager and primary investment advisor for the HSBC Mutual Funds.  HIFC is the principal distributor of the HSBC Mutual Funds and offers the HSBC Pooled Funds through the HSBC World Selection Portfolio service. HSBC Mutual Funds are also distributed through authorized dealers.  Commissions, trailing commissions, management fees, investment management fees and expenses all may be associated with mutual fund investments. Please read the prospectus and Fund Facts before investing. Mutual funds are not guaranteed or covered by the Canada Deposit Insurance Corporation, HSBC Bank Canada, or any other government deposit insurer or financial institution. The net asset values of all mutual funds, including the Funds, 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.


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 HSBC Global Asset Management (Canada) Limited (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, and the prospectus and Fund Facts 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 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.

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.


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.

References to the ‘HSBC Group’ are references to HSBC Holdings PLC, its subsidiaries and affiliated companies. HSBC Holdings PLC is a public limited company registered in England and Wales under Company Register Number 617987 and with its registered office at 8, Canada Square, London, England E14 5HQ.


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


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