Compare The Platform: HSBC My Investment

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HSBC My Investment

HSBC’s My Investment service has a one-off advice fee of 0.5% which only payable if an investment is made (and there is no obligation to do that). There is an annual maintenance charge of around 0.49% a year to cover the running of the investments.

After answering a series of questions the potential investor will be sent a personalised investment recommendation report which will recommend an HSBC investment fund that meets their needs. Requires an HSBC current account and registration through online banking to apply.

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Available products & Wrappers

General Investments ISAs JISAs Pensions & SIPPs Junior SIPP Lifetime ISAs Others
Research, Tools and Information

Advice, help and contact

Live chat and telephone help.

Insight

Online articles on investing.

Table of charges

PLATFORM CHARGES PRODUCT CHARGES OTHER CHARGES
One off advice charge 0.5% of the initial amount invested (if monthly payments are being made it will be on the value of 12 months of contributions)
Annual maintenance charge 0.49%

Minimum Investments

Lump-sum Top-ups Monthly
Minimum of £1,000. Top-ups allowed at any time. Minimum of £50 per month.

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