Top of main content

Structured Products for HSBC Accredited Investors

HSBC Structured Products offer Accredited Investors the chance to invest widely, with the option to limit market losses or receive regular income.

The information on or accessible through this webpage is for distribution only to persons who are not a retail client as defined under section 761G of the Corporations Act 2001 (Cth) and who are a wholesale client or sophisticated investor as defined under section 761G(7)(c) and section 761GA of the Corporations Act 2001 (Cth). The information contained herein is not by any means intended as a solicitation, nor a recommendation to purchase any financial products. No consideration has been given to your investment objectives, financial situation or particular needs. By reading the information on this webpage, you acknowledge that you are not a retail client (i.e. you are either a wholesale client or a sophisticated investor) and understand and accept the above disclaimer.

Open up your investment horizons with HSBC

If you’re a wholesale client or sophisticated investor, why not become an HSBC Accredited Investor and let our Investment Specialists open up access to today’s key investment themes through Structured Products. Seize this unique opportunity to take advantage of more curated investment themes. 

Why HSBC Structured Products

Wide variety of investment options

There are Structured Products available for almost any market outlook or investment goal.

Partnering with iCapital

HSBC has partnered with iCapital to provide ongoing performance reporting and management for HSBC Structured Products.

Thematically-driven opportunities

HSBC Australia is uniquely able to deliver solutions to our customers driven by our Global house-views. Additional research behind these solutions is also available.

Things to know

Who can apply?

To access HSBC Structured Products, you need to qualify as an HSBC Accredited Investor. You'll also need to:

  • agree to the HSBC Structured Products Information Memorandum
  • hold an HSBC Everyday Global Account with the denominated currency of the Structured Product you wish to invest in

How to become an accredited investor

There are two pathways to becoming accredited. You can either:

  • have an accountant certify your assets, or
  • pass the HSBC Accredited Investor Knowledge Test

To have an accountant certify your assets, you need to meet the definition of a 'wholesale client', as defined in the Corporations Act 2001. That means you must:

  • have net assets exceeding $2.5million, or
  • earn a gross annual income of at least $250,000 (over the last two financial years)

Alternatively, you can undertake the sophisticated investor knowledge test and send us a signed declaration form, subject to the following eligibility criteria:

  • you have at least $1million in net assets
  • you intend to invest more than $150,000 with HSBC

Find out more

Already an Accredited Investor?

To discuss Structured Products, email us on hsbcinvestmentservice@hsbc.com.au or call us on 1300308019 (+612)90058027 if calling from overseas. Monday to Friday, 9am to 5pm, excluding public holidays.

You might also be interested in

Become an Accredited Investor to unlock investment insights and opportunities exclusive to HSBC Investment Service clients
Make your money work harder for you with exchange-traded corporate and government bonds
Open a world of exciting opportunities with our range of investment options, including shares, Exchange Traded Funds (ETFs), managed funds and more.

Important information

    Disclaimer 

    Important Risk Warning: You should not invest in Structured Products unless you fully understand them, and the risks associated with this type of product. If you have any doubts about the suitability of this product, you must consult an independent professional adviser.

    Structured Products involve derivatives. The investment decision is yours but you should not invest in a Structured Product unless the product has been explained to you clearly so that you can determine whether the product is suitable for you with regard to your financial situation, investment experience and investment objectives. If you are unsure about the suitability of the product or transaction, you should not subscribe or purchase the product or enter into the transaction.  You should also consider seeking professional advice from your accountant, lawyer, or other professional adviser before deciding whether to invest. 

    Structured Products are only available to Accredited Investors who have a transaction account with HSBC Bank Australia Limited.

    To qualify as a wholesale client, you must:

    • have net assets of at least AUD 2.5 million dollars; or
    • have a gross income for each of the last 2 financial years of at least $250,000,

    The net assets and gross income criteria are required to be verified by a qualified accountant pursuant to section 761G(7)(c) of the Corporations Act 2001.

    To qualify as a sophisticated investor, HSBC must undertake an assessment as to whether you meet the criteria to be classified as non-retail as defined under section 761GA of the Corporations Act 2001. To do this HSBC must be satisfied on reasonable grounds that in making an offer of the product that you have previous experience in using financial services and investing in securities and financial products that would allow you to assess:

    • the merits of the product or service;
    • the value of the product or service;
    • the risks involved in holding the product or accepting the service;
    • their own information needs;
    • the adequacy of the information given by the financial services licensee offering the product or service

     

    HSBC will make this determination in its absolute discretion and advise you in writing if you are being treated as a sophisticated investor as defined under section 761GA of the Corporations Act 2001.