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  • Workplace Retirement Services

Our Fund Platform

Fund Platform is our investment-only platform. It lets trustees and scheme administrators of pension schemes buy, sell and switch funds online with the minimum out-of-market risk. It can mix, blend and rebalance funds, which means you can create a bespoke investment offering for your clients.

 

There are many ways our Fund Platform can help you:

  • The platform uses straight through processing. This minimises the risk of administration problems.
  • The platform is built to give you management information. This allows you to carry out your own investment governance.
  • The platform is multi-currency.
  • HSBC acts as the custodian of the assets held in the platform, so we can make your investment a priority.
  • The governance of Fund Platform is taken care of by HSBC Life. Our checks and balances make sure we always deliver the best possible service for you and your clients.

And because HSBC is a global investment bank, we have the experience and expertise to help you manage out-of-market risk.

We're constantly looking at ways to improve our Fund Platform. We're busy creating new services too. This means we'll be able to give you and your clients what you need, now and in the future.

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