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 Wealth Management Plan

Wealth Management Plan

With our extensive wealth management expertise, HSBC can be your ideal partner in protecting your wealth and developing a customized growth plan based on your unique financial needs.



We shortlist the following wealth management plans for you to choose from:

Ping An Jin Cai Ren Sheng Endowment (Universal)

Allianz Hui Jin Shi Jia Unit-linked Insurance

HSBC Hui Cai Bao Unit-linked Insurance (Type C)

To know more about other plans, please click here

Education Plan  Retirement Plan  Family Protection Plan

Insurance product range may vary across different channels, and some are only available for Premier customers. To know more about the product scope or product details, please visit our branches in Shanghai, Beijing, Guangzhou, Shenzhen, Hangzhou, Suzhou, Dongguan, Dalian, Xiamen, Chengdu, Ningbo, Shenyang, Qingdao, Wuhan, Chongqing, Jinan, Tianjin and Xi’an. Our Customer Relationship Managers will be pleased to provide you with financial planning review services and an analysis on your protection needs.



Important Notice

The above materials should not be regarded as an offer or solicitation to any person to make purchases in the mentioned products. If you need to purchase the related products, please ask the Bank for the related legal documents. All the rights and obligations related to the mentioned products should be referred to such legal documents.

 
 

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