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PowerVantage Plus

PowerVantage Plus Account

HSBC PowerVantage Plus "Life Stage Product Packages"

  Young professional Young family Prosperous Retired

 

Insurance
HSBC Refundable Premium Daily Hospital Cash Indemnity Insurance ("RHC")
HSBC Maxi Protection Term Life Insurance ("TEP")
HSBC Worry-Free Refundable Personal Accident Insurance ("RPA")
HSBC Maxi Protection Term Life Insurance ("TEP")
HSBC Prosperous Future Non-Participating Endowment Insurance ( "TPP")
HSBC Maxi Protection Term Life Insurance ("TEP")

 

Unit Trusts
Adventurous Reference Portfolio*
Balanced Reference Portfolio*
Cautious or Secure Reference Portfolio*

 

Credit Card
HSBC Platinum Card
HSBC Platinum Card
HSBC Platinum Card

 

Mortgage
HSBC Smart Mortgage
HSBC Smart Mortgage
HSBC Smart Mortgage

 

For all investment and insurance products we will need you to complete a Risk Profile Questionnaiore and Need Analysis Form prior
to purchase, to allow us to understand your personal requirements.

An additional 5% discount is available on unit trust front-end fees when purchased on the same day as a "Life Stage Product
Package."
* Please consult Personal Bankers at any HSBC Branches for further details on Reference Portfolio.

Features and Benefits

Customer-Oriented Wealth Management Services

‧Up to 35% off unit trust front-end fees.

‧1% discount on selected insurance product premiums when paying by credit card.

‧HSBC Platinum Credit Card with no annual fee(Qualified accounts only).

‧HSBC Super Smart Mortgage: offering you a speedy way to pay off your mortgage and reduce interest payments.

‧Tailored product packages for different stages of your life, offering additional discounts.

‧Special foreign currency time deposit rate markups available from time to time.

 

Value-Added Account Services

‧An integrated account combining investment and foreign currency savings.

‧Allows you to set up specially-name sub accounts to help simplify your money management.

‧A consolidated account statement.

‧A foreign currency ATM card (subject to application/annual fee).

‧500 USD emergency overseas cash (subject to a 20 USD fee).

‧Preferential banking tariffs

 

Professional Wealth Insights

‧Personal financial consultations by a dedicated team of Personal Bankers.

‧Comprehensive annual financial review service.

‧Priority telephone banking.

‧Secure internet baking (token based).

‧HSBC global research reports and products.

‧SMS alerts .

 

Disclaimer

*To maintain a PowerVantage Plus Account, a minimum monthly average balance of TWD 1 million is required. If this minimum is not maintained, the Bank
  will have the right to collect an account administration charge of TWD 500 per month, as notified by the Bank from time to time.

*HSBC reserves the right to terminate or modify any fea-tures, rates, and benefits related to the account at any time.

*The trustee banks disclaim all responsibility over the management or performance of the trust account.Investors shall assume as their own responsibility
  any risks that may arise from investment and possible loss thereof. Please refer to the details in the prospectus and fund fact sheet prior to any
  investment subscription.

*All credit card approvals are subject to the prevailing HSBC credit review process