Benefits for your Business can help you to build a service unique to your business and client needs.

  • Your fee structure – choice of dealer pricing.
  • Your branding – portfolios fully branded – not just someone else’s product.
  • Your diversified portfolios – the potential to become an Investment Manager or choose from a diverse range of professionally managed investment options.
  • Our expertise – professional investment managers to manage the portfolios, HSBC holds the investments and cash for your client, and administers the Managed Account.
  • A turnkey managed account solution - allow you to choose from a diverse range of professionally managed investment options and maintain your investments in one account. Available to dealers, brokers and other licensed entities.
  • Integration with your current systems - can provide datafeeds to your financial planning and superannuation administration software.
  • Tailor the service to your clients' needs - you can develop your own suite of Investment Options with their own mandates and fee structures. You can tailor the service with its own mandates or choose from a range of investment managers and a universe of funds and securities to suit most strategies.
  • Online transacting - Advisers can complete applications, move cash between portfolios, arrange withdrawals, and facilitate regular investment and withdrawal plans online.
  • Web access and client security - your clients can access their account and produce reports online via the dealer group portal (built by The portal can be simply accessed through the dealer group website or directly via a portal address.

Your clients will have view only access. Advisers can access multiple client portfolios including detailed search facilities. Dealer compliance and management teams can access all clients.