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Selected Investment Funds

How to manage your existing investments

What type of account do you have?

If your investments have recently, or are soon to be, moved to our Global Investment Centre, here’s some information to help you manage your new Global Investment Centre accounts.

And/or if your statement or online banking dashboard shows you still have a Selected Investment Funds account, this page tells you how you can manage your investments.

About Global Investment Centre

Using Global Investment Centre

Other questions you may have now your account has moved

About investments still held in Selected Investment Funds account

If your account has not yet moved to our Global Investment Centre and you’d like to make any changes to the investments you hold, 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

If you still hold a Selected Investment Funds account, you can top up, switch or convert the funds in your account, open a new ISA, or transfer in an existing ISA or non-ISA investment by using 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 appropriateness 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 08:00 to 17:00 Monday to Friday, excluding public holidays. All calls are recorded.

Please be aware that our investments helpline is extremely busy at this time due to the increased volatility in global stock markets and the impact COVID-19 virus is having on our staffing levels. We’re sorry if you experience a lengthy wait before we can answer your call.

 

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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