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Selected Investment Funds

How to manage your existing investments

Do you have a Selected Investment Funds account?

If you made an investment in one of our branches or through our World Selection online ISA, your investments may be held in a Selected Investment Funds account.

Selected Investment Funds Plan and Selected Investment Funds ISA are accounts in which existing customers hold shares or units of funds in open-ended investment companies and unit trusts.

If your statement or online banking dashboard shows you have Selected Investment Funds account, this page tells you how you can manage your investments.

Contents

About your investments

Before you make any changes to the investments you hold in your account, we have some key documents that you need to read. They will help you make better-informed decisions. Remember, the value of investments can fall as well as rise so you may get back less than you invest.

To be clear on the total costs of investing in your chosen fund, please read the relevant ‘Costs & Charges Disclosure’ document. To understand the nature and risks of investing in your chosen fund, please read the relevant ‘Key Investor Information’ document.

Whether you call us or complete an application form, we’ll ask you to confirm that you’ve read these documents before we can make any changes to your account.

Useful forms

You can top up, switch or convert the funds in your account in one of 2 ways – either by calling us or by using the form below.

If you want to open a new ISA or transfer in an existing ISA or non-ISA investment, you need to complete one of the forms below. Please download and print the relevant one – or give us a call and we’ll send you a copy.

Please note, the following transactions on your Selected Investment Funds account are provided without advice. This means we don't give advice on the suitability of funds so you need to be confident about making your own investment decisions.

Do you need financial advice?

We want to make sure our products and services are right for your circumstances. If you’re not sure whether an investment is suitable for you, we recommend you consider taking financial advice.

To find out about getting investment advice from HSBC, read our advice options  page. 

To find out more about the wider industry, including how to seek independent financial advice, you can visit moneyadviceservice.org.uk

Have a question?

If you have a question or if you’d like to top up, switch funds or convert share classes by phone, call 03457 456 123 or textphone 03457 660 391.

Lines are open 8am to 6pm Monday to Friday, excluding public holidays. All calls are recorded.

 

Selected Investment Fund Plan & ISA is offered by HSBC Trust Company (UK) Limited. HSBC Trust Company (UK) Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, and is entered on the Financial Services Register as number 119297. 

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