Education planning questions
1.What type of education are you planning?
University degree or vocational training? Postgraduate study?
2.How much are you going to contribute?
Will you pay for your children's living expenses as well as their tuition fees?
3.Where to send your children to study?
Home or abroad? If abroad, which country?
4.When do you need the money?
In how many years will your children need to access their education funds?
5.How to fund the education?
Lump sum or a regular saving plan? Single assets or a diversified investment portfolio?
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Investment
Global experts' advice to help you capture global investment opportunities and mitigate investment risks to meet your diversified investment and wealth management needs. Our investment products include: Structured products, Dual Currency Investment and Enhanced Yield Investment, Overseas Investment Plan – Fund (launched by HSBC China), Overseas Investment Plan – Bond (launched by HSBC China), Overseas Investment Plan – Structured Notes (launched by HSBC China), and Local Unit Trust and Hong Kong Mutual Recognition of Funds.
Insurance products
We take into account your protection needs at various life stages to help you find out suitable insurance plans, leveraging on our ability to offer a one-stop platform for your insurance needs.
You could check our insurance partner policies including Health insurance, and Life insurance, and our Online service.
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In today’s fast-paced financial world, the only way to stay ahead is to be on top of current market events. Tap into our unique market insights and investment analysis to stay informed about the latest trends and regional news with just a few clicks.
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Start aiming for your goals today by putting together a plan in a few simple steps.
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