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Personal Financial Review

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0800 028 088

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Take advantage of a personal financial review to get the most out of your 2016.

  • Personal financial review
    A personal financial review provides you and your relationship manager with the opportunity to take a completely fresh look at your financial situation.
  • Financial goals and plans
    Financial goals and individual needs change over time which is why it is important that they are reviewed regularly. It usually takes about an hour and is a chance for us to get to know you - and for you to get to know us, before you make any decisions about your future.
  • Confidential discussion
    During your financial review you'll have a confidential discussion about a range of topics, including:
    •  where you live and any plans you have to move in the future
    •  your family circumstances and financial commitments
    •  the savings, investments and protection policies you already have
    •  what you plan to do when you retire

Legal information

Go green with e-Statements

Once your account is open, all you need to do is register for internet banking, log on and choose e-Statements as your statement option.

Transferring money to Hong Kong in 1865 took 25 days. Today, it just takes 30 seconds.

Only with HSBC's Global View and Global Transfers

Find out more

Need more information?

Call us at
0800 028 088