Investor Insight

HSBC Securities Services - Global Distribution Support and Transfer Agency.

Investor Insight provides investors, distributors and agents secure 24/7 access to fund holdings with participating global fund managers.

For more information, select your country or region below.

Getting started with Investor Insight

Select a user guide that corresponds to your role:

User guide for individual investors (PDF) | English

User guide for professional investors (PDF) | English

User guide for advisors (PDF) | English


To see key Investor Insight features in practice, select a demonstration video that corresponds to your role:

Demo for professional investors | English

Demo for advisors | English

 

Register for access

To register for Investor Insight access, complete a registration form that corresponds to your role, and return this to your local Investor Services team.

Registration form for individual investors (PDF) | English

Registration form for professional investors (PDF) | English

Registration form for advisors (PDF) | English

Registration form for related parties (PDF) | English

 

For support with using Investor Insight, contact your local Investor Services team. Please refer to your investor welcome letter for contact details.

Getting started with Investor Insight

For an overview of the service, including how to logon, please refer to the user guide:

Investor Insight user guide (PDF) | English

 

To see key Investor Insight features in practice, click the link below:

Investor Insight demo | English

 

Register for access

To register for Investor Insight access, complete a registration form that corresponds to your role, and return this to your local Investor Services team.

Registration form for individual investors (PDF) | English

Registration form for professional investors (PDF) | English

 

For support with using Investor Insight, contact your local Investor Services team. Please refer to your investor welcome letter for contact details.

Getting started with Investor Insight

Please select a user guide that corresponds to your role:

User guide for individual investors (PDF) | English
简体中文 | 繁體中文

User guide for professional investors (PDF) | English
简体中文 | 繁體中文

 

To see key Investor Insight features in practice, click the link below:

Investor Insight demo | English

 

Register for access

To register for Investor Insight access, complete a registration form that corresponds to your role, and return this to your local Investor Services team.

Registration form for individual investors (PDF) | English
简体中文 | 繁體中文

Registration form for professional investors (PDF) | English
简体中文 | 繁體中文

 

Please note: Access to Investor Insight requires use of the HSBCnet Mobile app. Additional information about supported locations and devices can be found on the HSBCnet Mobile website.

 

For support with using Investor Insight, contact your local Investor Services team. Please refer to your investor welcome letter for contact details.

Getting started with Investor Insight

To see key Investor Insight features in practice, click the link below:

Investor Insight demo | English

 

Register for access or receive support

To register for Investor Insight access or for help with using the service, contact your local Investor Services team. Please refer to your investor welcome letter for contact details.



Disclaimer: Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. All investments involve risks including the risk of possible loss of principal.