How would you like to apply?
Simply choose the way that suits you best - before you do, please read:
HSBC World Selection Brochure Insert (PDF) HSBC World Selection Prospectus (PDF)
Trouble viewing a PDF? Download the latest
Adobe
Reader ®
.
We recommend you print and save these documents.
You should also look at the eligibility requirements. If you're in any doubt about the
suitability of this service for you, we recommend you seek independent financial advice.
Don't have a Freedom Plus account?
If you don't have a Freedom Plus account, you'll be asked to set one up when you apply
for HSBC Portfolios - World Selection. It's all part of the same application process.
Before you apply, please read:
Freedom
Plus Brochure (PDF) Freedom
Plus Terms & Conditions and Nominee Service Agreement (PDF)
To apply now to HSBC Funds Nominee (Jersey) Limited for HSBC World Selection, simply:
Online
To apply online, you need to be an HSBC Expat customer and be registered for Internet Banking.
Apply now
Click HSBC World Selection on the next page to proceed. Not logged on? You'll be asked to do so now.
By email
Simply email HSBC Funds Nominee (Jersey) Limited at
fundsoffshore@hsbc.com,
and we'll let you have all the information you need to apply.
By phone
If you'd rather speak to someone to find out how to apply, you can call us on:
+44 1534 606 389*
Monday to Friday exc. Bank Holidays, 9am to 5pm UK time.
Got a Freedom Plus account?
If you've already got a Freedom Plus account, it's quick and easy to apply for HSBC World Selection. Or you can add to your investment, switch, sell or obtain a valuation.
To add to your investment or switch to another portfolio, complete the relevant form:
Freedom Plus dealing instruction form (PDF)
Freedom Plus switch instruction form (PDF)
Trouble viewing a PDF? Download the latest
Adobe Reader ®.
To send your instruction to HSBC Funds Nominee (Jersey) Limited, add HSBC World Selection or to speak to them about your account:
Online
To apply online, you need to be an HSBC Expat customer and be registered for Internet Banking.
Apply now
Click HSBC World Selection on the next page to proceed. Not logged on? You'll be asked to do so now.
By post
Write to them at:
HSBC Funds Nominee (Jersey) Limited, HSBC House, Esplanade, St Helier, Jersey JE1 1HS, Channel Islands.
By email/phone
Email:
fundsoffshore@hsbc.com
Or if you'd rather speak to someone to find out how to apply, you can call us on:
+44 1534 606 389*
Monday to Friday exc. Bank Holidays, 9am to 5pm UK time.
Eligibility
To invest in World Selection portfolio you must:
- be over 18
- have (or open) a Freedom Plus account
- not be resident in Australia, Canada, Cuba, France, Iran, Malaysia, Myanmar, New Zealand, North Korea, Saudi Arabia, Sudan, Syria, Taiwan or United States of America, and not be a national of the United States of America.
If you're considering a lump sum investment:
- the minimum investment is £/US$/€10,000**
- the minimum subsequent additional investment is £/US$/€2,000**
- the minimum amount invested in any one sub-fund should not be less than £/US$/€2,000**.
If you're considering a monthly investment plan:
- the monthly investment total should not be less than £/US$/€250**
- the minimum amount invested in any one sub-fund should not be less than £/US$/€100**
**The minimum balance required may be higher that specified on our website and application form for
nationals or residents of a limited number of countries.
Please note, we need documentary evidence relating to the source of the funds for all investments of £500,000 or more (or the currency
equivalent).
Please remember that any investments related to stocks and shares can fall as well as rise and the return from them may go down as well as
up, is not guaranteed, and you may not get back the amount you invested. This could also happen as a result of changes in the rate of currency
exchange, particularly where overseas securities are held.
Investing should normally be seen as a medium to long term proposition, for example 5 years or more.
*Calls may be monitored and/or recorded for security and service improvement purposes.
