HSBC Portfolios 2025

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The document is a Standing Order Authority Form for HSBC's Monthly Investment Plan, detailing the process for setting up automatic monthly payments from a bank account to invest in various currency sub-funds. It includes instructions for completing the form, payment details for different currencies (Sterling, US Dollar, Euro), and emphasizes that separate forms are needed for multiple currencies. The form must be returned to HSBC Funds Nominee (Jersey) Limited and not sent directly to the bank.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Is HSBC ISA tax free?

Their Cash ISA interest rates range between 2.30% AER (variable) and 4.00% AER (fixed) and depending on what account you pick and are eligible for. Fixed Rate Cash ISA: 4.00% AER (fixed) tax-free fixed for up to 13 months, after which the account will become an HSBC Loyalty Cash ISA.

How much does HSBC stocks and shares ISA charge?

Yes, there are account fees with the HSBC Stocks and Shares ISA. These vary depending how you choose to invest with your ISA: Ready-made portfolios - 0.25% a year. Invest in funds via the Global Investment Centre - 0.25% a year.

Is HSBC a good long-term investment?

HSBC still has an awful lot going for it though. Its well worth considering today, for investors who can look past its short-term challenges.

What is the account fee for HSBC ISA?

Your account fee is 0.25% per annum and its payable quarterly in arrears. Its calculated using the average daily value of fund shares held within your General Investment Account and/or ISA Account.

How many assets does HSBC have?

Total assets of HSBC from 2007 to 2024 (in billion U.S. dollars) CharacteristicTotal assets in billion U.S.dollars 2021 2,957.94 2020 2,984.16 2019 2,715.15 2018 2,558.129 more rows Jul 23, 2025

How does HSBC stocks and shares ISA work?

A stocks shares ISA (Individual Savings Account) is an account that you can use for your investments. Its a tax-efficient way to potentially grow your investments, because you can invest up to 20,000 in the current tax year, without paying any UK income tax or capital gains tax on any income or growth.

What are the four businesses of HSBC?

From 1 January 2025, we will operate through four businesses with clear lines of responsibility: Hong Kong. UK. Corporate and Institutional Banking. International Wealth and Premier Banking.

Is there a fee for stocks and shares in ISA?

The SS ISA is entirely fee-free, including for buying and selling funds and shares. Once open, you can manage the account online or via app.

HSBC Portfolios 2025

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