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Wealth Management

Shape countless tomorrows. With our new investment solutions, you can.

HSBC Investments and Insurance Brokerage, Philippines Inc. offers a range of investments solutions and insurance plans to suit your needs throughout different stages of your life. 

Unit Investment Trust Funds (UITFs)

A pool of investments funded by investors. Each fund is managed by professional fund managers from a Trust corporation and are invested in a mix of securities (typically stocks, bonds, or some combination of these) in accordance with the fund's stated investment objectives.

Different Asset Classes available (which sector and where will the UITF invest):

  • Global Equity
  • Global Fixed Income
  • Global Multi-Asset (combination of Equity and Fixed Income)
  • Asian Equity
  • European Equity
  • Specialty or thematic sectors (i.e. Technology, Consumer, or Healthcare)

These funds can be available in a feeder structure and may provide regular income through dividend payments.

Wealth insurance

We have a wide range of products ranging from pure protection to traditional life, to a wide range of investment linked insurance to attend to your individual needs, risk appetites and investment objectives such as:

  • Managing and growing wealth
  • Children’s education planning
  • Income protection for loved ones
  • Retirement Planning
  • Legacy Planning

Disclaimer: Please note that we have recently concluded a risk rating review of investment products offered through our Global Markets, and HSBC Investment and Insurance Brokerage, Philippines Inc. Some of your holdings' ratings may have been adjusted. Please contact your Relationship Manager for more information.

Credit Secure

Credit Secure is a complete life insurance solution for insured HSBC cardholders should they pass away, become totally and permanently disabled, or get diagnosed with a covered critical illness*. It covers the payment of your total outstanding balance up to a maximum of Php 1,000,000. 

It also provides additional coverage for total and temporary disability, involuntary unemployment, or prolonged hospitalization. If no claims were filed for the past 2 years, insured cardholders will also receive back a portion of the total premiums paid in that same period. 

For additional information on your benefits, please refer to the Proof of Cover that you will receive upon successful enrollment. 

Governance

Sales Agents

HSBC Investment and Insurance Brokerage, Philippines Inc.

HSBC Investment and Insurance Brokerage, Philippines Inc. (HIIB) is a member of the HSBC Group of companies and is a wholly-owned subsidiary of The Hongkong and Shanghai Banking Corporation Limited Philippines.

We are licensed and regulated by the Insurance Commission and the Securities and Exchange Commission (SEC) of the Philippines. You may get in touch with insurance commission through https://www.insurance.gov.ph/contact-us/

Issued by HSBC Investment and Insurance Brokerage, Philippines Inc.

© HSBC Investment and Insurance Brokerage, Philippines Inc. 2022 All rights reserved.

HIIB is formerly known as HSBC Insurance Brokers, (Philippines) Inc that was established in 2002.

Contact us

HSBC Investment and Insurance Brokerage, Philippines Inc

5/F HSBC Centre, 3058 Fifth Avenue West
Bonifacio Global City, Taguig City 1634 Philippines (Registration ID: A200209918)

 

Call (02)8581-8458
Lines are open Monday-Friday, 9am-5pm.

Or emails us at inphmnl@hsbc.com.ph

For inquiries, please call HSBC's Customer Service at (02) 8858-0000 or (02)7976-8000 from Metro Manila, +1-800-1-888-8555 PLDT domestic toll-free, (International Access Code) 800-100-85-800 international toll-free for selected countries/regions, or send an inquiry via email to hsbc@hsbc.com.ph.

Note: Do not provide your account or credit card numbers or disclose any other confidential information or banking instructions through email.

For complaints and feedback, you can call the abovementioned numbers or visit hsbc.com.ph/help/feedback-and-complaints/