HSBC Accredited Investor Service

HSBC AU
Investments
Accredited Investor Service

Become an Accredited Investor with HSBC

Take control of your investments with a global leader in banking. Get accredited to unlock investment insights and opportunities exclusive to HSBC Investment Service clients

Personalised Investment Service from our team of investment specialists. Benefit from support, transparency, and expert insights to help you unlock your investment opportunities
View your portfolio, performance, and asset allocation, while enjoying easy access to charting, reports and tax statements all in the one place via our Netwealth partnership
Gain access to bonds, ETFs, managed funds and new investment themes through structured products

Access to a comprehensive investment platform that includes shares, funds, exchange-traded funds (ETFs), managed funds and bonds as well as exclusive access to new investment themes through Structured Products
New products are being added all the time. Soon we’ll launch a broader range of bonds, listed international ETFs, core portfolios and alternatives

Personalised support

Benefit from access to an Executive Relationship Manager as a trusted point of contact: one that knows you, your specific requirements and can support you on your investment journey.

They work with a team of Investment Specialists who will provide expert insights and support to help you make the most of your investment opportunities.

Accredited Investors can apply for a streamlined upgrade to HSBC Premier¹ status and experience the premium banking world of benefits with no monthly fee.

One platform

You can now access managed funds via our wrap investment platform partnership with Netwealth. View your portfolio, performance, and asset allocation, and get access to reporting and tax statements. New products are being added regularly. Speak with our Investment Desk to find out more.

Unique investment opportunities

Access a wide range of products and investment opportunities available only to Accredited Investors. Trade in shares, managed funds, ETFs, bonds and Structured Products.

Let us help you explore how bonds can potentially provide higher returns than traditional deposit accounts, as well as offer more security than stocks. With 64 different bonds to choose from, you can invest across fixed and floating rates.

Partner with a global leader

Working with us can make it easier to access opportunities in other markets. Access a full range of banking solutions and easily move money around the world in your preferred currency.

Ready to become an Accredited Investor?

There are two ways to apply to become an Accredited Investor:

Please have your accountant complete and sign the HSBC Wholesale Sophisticated Investor Certificate to show you meet the net assets or income eligibility criteria.

Check your eligibility:

You have an annual income of at least $250,000; or $2,500,000 in net assets

Pass a sophisticated investor knowledge test and send us a signed declaration form.

Check your eligibility:

You have at least $1,000,000 in net assets

How it works

The HSBC Accredited Investor knowledge test will ask questions that test your understanding of multiple asset classes.
You will need a score of at least 80% in each asset class.
Download and return a signed HSBC Sophisticated Investor declaration form.

Ready to start?

Log on to online banking to start your application.

Log on and apply go to log on page This link will open in a new window

Still have questions?

Find out more about the HSBC Accredited Investor knowledge test and how you might qualify.

Find out more about how to qualify page

If you need additional support with your application, please call us on 1300 131 605 (Monday to Friday, 8:00am to 8:00pm AEST) or visit your local branch.

If you still have questions you can call our Investment Desk on 1300 308 019 or +612 9005 8027. You can also email us on hsbcinvestmentservice@hsbc.com.au.

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Exchange Traded Funds

Exchange-traded funds (ETFs) track market indexes on large cross sections of asset classes and styles, and with over 200 to choose from, they're the easy way to give yourself exposure to your market view.

Bonds

Looking to diversify into investment grade bonds? Enjoy online access to exchange traded corporate and government bonds.

By applying to qualify for HSBC's Investment Service as a Wholesale Client/Sophisticated Investor, I understand and acknowledge that:

I may lose the retail protections which are available under the Corporations Act which include but not limited to: receiving retail disclosure documents such as a Financial Services Guide or Statement of Advice; receiving retail offer documents such as a Prospectus or Product Disclosure statement; HSBC acting in your best interest; and you will not have access to HSBC's internal and external dispute resolution schemes
It is my responsibility to determine if the information provided to me is sufficient for me to make a decision about the investments under the HSBC Investment Service
All the legal and financial implications of choosing to be classified as a Wholesale Client
HSBC will not be providing me with financial advice
No HSBC employee or other person (including your accountant) or entity has influenced your decision to qualify for the HSBC Investment Service
All information I have provided is not false or misleading information
HSBC does not guarantee any wholesale services or financial products will be made available to me under the HSBC Investment Service; and
Where I am acquiring the HSBC Investment Service as a trustee (including as a director acting in the capacity of a corporate trustee) of a trust (including an SMSF), I will acquire the interest in the underlying investment in the same capacity
The accountant's certificate provided in support of an application is only valid for a period of 2 years from the date of the accountant's certificate and it is my responsibility to provide HSBC with a new accountant's certificate prior to expiry. If I fail to do so, I will no longer be recognised as a Wholesale Client and will not be eligible for the HSBC Investment Service until such time as I provide HSBC with a new certificate
All figures are in Australian dollars

¹ HSBC Premier Australia eligibility criteria and Terms and Conditions apply. Please refer to the Premier Service Guide (PDF) for the latest HSBC Premier benefits, features and general eligibility criteria.