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Portfolio transfer

Start your investment journey with HSBC and earn a gain of up to €500

Whatever you need, we’re here for you

We all have financial goals we want to achieve. You may be hoping to buy property or start a new business venture, or you may simply wish to set a pot of money aside to provide for your family’s future.

Whatever you want to do, a strong investment portfolio can be an excellent strategy to keep your finances on the right track. Take advantage of our global investment services today, and for a limited time you could earn up to €500 by either investing for the first time through HSBC, or by transferring an existing portfolio to us.   

Why invest with HSBC?

At HSBC we offer access to a global investment market with options to suit all kinds of investors. Our dedicated wealth specialists will work closely with you to help you develop an investment strategy that reflects your personal needs, priorities, including assessing your attitude to risk.

Our world class investment services include:

    • Access to more than 150 investment products from 9 leading Fund Houses, including HSBC Asset Management.
    • Experienced financial planning managers, who can recommend solutions based on your investment profile and personal objectives.
    • Remote wealth management services that allow you to contact our relationship managers via telephone and Zoom application. Furthermore, you can perform subscriptions and redemptions over the phone for bonds and for mutual funds under specific conditions.
    • Exclusive online events for Premier* customers. Delivered via Zoom, these webcast series feature guest speakers from leading investment fund houses, who will analyse issues related to specific asset classes, sectors and markets.

    Ιnvest for the first time through HSBC or transfer your portfolio to us, the bank with the global investment expertise, and win up to €500 in your account.

    Transfer your portfolio to us or invest for the first time through HSBC and earn up to €500

    Visit an HSBC branch today and find out how you can earn up to €500 when you transfer your portfolio to us or invest for the first time through HSBC.

    Important notes

    The offer is valid until 18th December.

    The minimum amounts for the portfolio transfers or for investments from first time investors and the respective reward are:

    • €5,000-€20,000: €100 gain
    • €20,001-€75,000: €250 gain
    • more than €75,001: €500 gain

    Eligibility

    First Time Investors: New HSBC customers or existing HSBC customers with no investments and with no investment redemptions or subscriptions since 1/9/2019.

    Transferring an existing portfolio:
    Please contact one of our branches for information on eligible investment products and terms & conditions.

    We reserve the right to change the existing terms and conditions of the offer (including the amount) or to end the offer at any time without warning.

    *Premier eligibility criteria

    New customers need to hold a minimum of €60,000 or currency equivalent in deposits and / or investments with us.

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