Online Share Dealing: investment, trade, stocks

How to apply

What you need to know before you apply

You must be 18 years old.

The HSBC InvestDirect International sharedealing service is available if you reside in the following countries.

You'll need a Bank Account with HSBC Expat and an HSBC InvestDirect International account before you can access the service.

Before applying you'll need to read:

HSBC InvestDirect International - Important Changes to Terms and Conditions

HSBC InvestDirect International Terms and Conditions

HSBC InvestDirect International Key Features

Privacy Notice

UK FSCS Information Sheet and Exclusions List
(Please note that the UK FSCS Information Sheet and Exclusions List is relevant to cash balances maintained within the product account)

If you are in any doubt as to the suitability of this service for you, please seek independent financial advice.

To apply please read and complete the relevant forms as detailed below:

Account Opening Guidance Document

IDI Portfolio Form

Nationality Identifier Form

Form A

Form B

If you are having difficulty downloading the forms please call us on one of the numbers below to request an application form.

If you're an HSBC Premier customer, call us on +44 1534 616 313*
If you're an HSBC Advance customer, call us on +44 1534 616 212*
If you haven't got a HSBC Premier or Advance account find out more about HSBC Expat**

Please have your 10 digit PBN and six digit PIN to hand before you call.

* Calls may be monitored and/or recorded for security and service improvement purposes.

** Advance accounts are not available for new customers

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It is possible that the country you live in will want to tax your worldwide income and gains, so we recommend that you take tax advice in your country of residence to ensure that you are aware of all the consequences of opening an HSBC InvestDirect International Portfolio before you proceed.

This site does not constitute an invitation to buy or the solicitation of an offer to sell investments in any jurisdiction to any person to whom it is unlawful to make such an offer or solicitation in such jurisdiction.

Please remember that the value of investments, and any income received from them can fall as well as rise, is not guaranteed and you may not get back the amount you invested. This could also happen as a result of changes in currency exchange rates, particularly where overseas securities are held or where investments are converted from one currency to another. We always recommend that any Investments held should be viewed as a medium to long-term investment, at least five years.