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User guide for individual investors
Investor Insight
Published: March 2020 Page 1 of 10
Contents
Overview 2
Logging on for the first time 3
Getting started with Investor Insight 4
Holdings & Valuations 4
Power of attorney and related parties 5
Transactions 5
Fund Information 6
Documents 7
Profile and regular instructions 8
Changing or resetting your password 9
Protecting your online security 9
Disclaimer 10
Published: March 2020 Page 2 of 10
Investor Insight provides a single view of your global fund holdings.
Overview Investor Insight is a secure online portal provided by HSBC, that gives 24/7 access to fund holdings with participating fund managers.
You can use Investor Insight to:
® Access near real-time* valuations across your global fund holdings
® View historical transactions
® Access fund information and documents, including annual reports, price history and distribution history
® Access your statements, distribution vouchers, and contract notes
Eligible accounts can be accessed with a single log-on, providing a single view of your fund investments.
* Data is refreshed every 15 minutes, except at key system processing times during the day.
Registration To register for Investor Insight, download a registration form from hsbcnet.com/investor-insight, or request a form from your local Investor Insight support team.
Once your registration is processed, you’ll receive an invitation e-mail with a temporary username that you can use to log-on.
Published: March 2020 Page 3 of 10
Logging on for the first time Once you have received your temporary username, follow the following steps:
1. Navigate to hsbcnet.com/investor-insight and click Log on.
2. At the log-on screen, enter the username found in your welcome e-mail, then click Submit.
3. Click Generate activation code.
An activation code will be sent to your registered e-mail address. Enter the code into the activation code screen, then click Submit.
4. Read and accept the HSBCnet e-Channels terms and conditions. At the bottom of the page, tick the Accept check-box, then click Continue.
5. Read and accept the HSBCnet privacy and data production policy. At the bottom of the page, tick the Accept check-box, then click Continue.
6. Complete the personal information form, then click Continue.
® Required fields are marked with an asterisk (*).
® Select a permanent username, which you will use in the future to log-on. This can be your e-mail address.
® In section ‘Contact details’ provide details most relevant to you.
® For ‘Company name’, enter ‘None’, and select ‘Security Services’ as the business unit you primarily deal with.
® Leave section ‘Your main contact with us’ empty.
7. In the security details form, create a password, select security questions and answers, then click Continue.
® Choose a password that is easy for you to remember but hard for others to guess, avoiding any part of your name, username or common dictionary words.
® Passwords are case-sensitive, must be between 8 and 30 characters in length, and must contain at least one number.
® Refer to page 10 of this guide for more information about choosing a secure password.
8. At the confirmation screen, click Log on.
Your registration is now activated, and you can continue to log-on to Investor Insight.
Published: March 2020 Page 4 of 10
Getting started with Investor Insight Use the navigation bar to switch between different screens, access your profile and preferences, get online help, or to end your session.
Holdings & Valuations
The holdings and valuations screen provides real-time valuations for all of your fund holdings, split by account and share class.
® Switch between general investment funds and ISAs using the tabs provided.
® Click on Create Chart to compare holdings of up to five share classes over a chosen period. The chart will take into consideration subscription and redemption activity, as well as changes in price.
® Click on any share class to be taken to the fund information screen.
® Holdings and valuations can be downloaded by choosing a reporting currency, selecting Download as, and choosing a file format
Click to switch between screens
Click to access profile and preferences
Online help
Click to end session
Total holdings valuation (this includes pending transactions)
Indicates number of pending transactions
Click to create a chart with up to 5 share classes
Click to search or filter holding table
Download holdings report in selected currency
Click for fund information
Click for transaction details
Add up to 5 accounts to compare
Click to switch between investors (available to power of attorney or related party users)
Click to see ISA holdings (if held)
Published: March 2020 Page 5 of 10
Power of attorney and related parties
If you are a registered power of attorney or related party, you can use the account selector in the Holdings & Valuation screen to switch between investor accounts. When a selection is made, only the selected investor will be represented in each screen, including the profile page.
Transactions
The transaction screen allows you to view the transaction history of your investment and ISA accounts. You can also see details of any cash balance we hold on your behalf by clicking the Investor Cash tab .
® Switch between investment transactions, ISAs, and investor cash (if held) using the tabs.
® The Pending transactions table shows all transactions that have not been settled.
® The Complete transactions shows all transactions that have been priced and settled.
® Clicking on any transaction will open the transaction details screen.
® Transaction history can be downloaded by selecting Download as and choosing a file format.
Click to search or filter transaction tables
Click to download transactions
Click for transaction details
Click for price history
Print transaction details Download transaction documentation
Click to see details of any cash we hold on your behalf
Click to see ISA transactions (if held)
Published: March 2020 Page 6 of 10
Fund Information
The fund information screen provides details of funds in your portfolio.
® General details provides an overview of the selected fund, including accepted currencies, minimum subscription amounts and holding periods, dealing cut-off times and distribution frequencies.
® You can also download fund documents such as annual reports and fact sheets.
® Fund holidays shows days that the fund is closed for dealing.
® Price history provides a chart of fund price over time, allowing comparisons with up to four additional share classes. It provides up to 3 years of historic prices.
® Distribution history provides details of historic distributions.
Add up to 5 share classes to compare
Click to select different fund
Click for historic distribution details
Click to see fund price chart and history
Hover for distribution details
Hover for price details
Select and click download to view fund documents
Published: March 2020 Page 7 of 10
Documents
The documents screen provides access to documents issued by fund managers such as statements, contract notes, and distribution reports.
® Please note that access to fund documents may vary according to your location.
Select and click download to view documents
Click to search or filter documents
Published: March 2020 Page 8 of 10
Profile and regular instructions
To review your investor profile and regular instructions, click on the drop-down in the top-right of the navigation bar.
® If you have regular instructions, you can view details by clicking on the Regular Instructions tab. Switch between subscription and redemption plans by using the tabs provided.
® You can see additional details of your regular instructions, or download a PDF copy, by clicking any instruction in the list.
® To change your preferred reporting currency, time-zone or language, click on the Settings tab. Click Save changes to apply any updates.
Click to review regular subscriptions and withdrawals
Click to see instruction details
Click to search or filter instructions
Download instruction details
Published: March 2020 Page 9 of 10
Changing or resetting your password To change your password or other security settings, go to the Profile screen (top-right of the navigation bar), click on the Settings tab, and then click ‘Update security settings’ button.
® If you forget your password, enter your username at the logon prompt, then click ‘Reset my password’. You will be asked to answer your security questions, and enter a new password to continue to logon.
® If you enter your password incorrectly 3 times, your access may be suspended, and you will need to enter your security answers and select a new password.
® If you enter your security answers incorrectly 3 times, you’ll need to request a security information reset.
® If you do not log-on to Investor Insight for more than 12 months, we may suspend your access.
Requesting a security information reset
If prompted to perform a security information reset during log-on, follow the following steps:
1. Click on Continue to be taken to the request form. Complete required fields, choosing a new password, security questions and answers, then click Submit.
2. You will need to contact your local Investor Services team to request your security information reset to be processed.
3. You’ll receive an e-mail when your request has been processed. You can then use your new security information to logon.
Protecting your online security There are a few simple steps you can take to protect yourself online, whether you are a private investor or member of a large organisation. We suggest you follow the guidelines below as a minimum.
® Keep your password and security answers to yourself. No member of HSBC Group or its affiliates will ever ask you for your password or security answers.
® Make your password and security answers hard to guess but easy to remember, and never write them down.
® Change your password regularly, and try to use a different password to ones you may have used for other online services.
® Install anti-virus software, and keep your operating system and web browsers up to date.
® Be on the lookout for online scams and fraud. If an offer sounds too good to be true, it probably is. If an attachment looks suspicious, don’t open it.
® Learn to spot fake e-mails and fake websites. Often they will have a strange e-mail or web address, will ask you to do something unusual, or ask you to logon without displaying the padlock symbol in the website address bar.
® Store your account documents in a safe place and shred them when they are no longer needed.
® Review your statements for any unusual transactions and notify your bank immediately if you suspect any discrepancies.
® Don’t share private information online, including social networking sites such as Facebook, Twitter or LinkedIn.
® If you use a wireless network to connect online, review your wireless device manual to find out how to connect more securely – usually by creating a wireless network password.
® Protect your mobile devices by using a security PIN code, and setting devices to lock automatically. If you use biometrics such as fingerprint identification, ensure yours is the only fingerprint registered on the device.
® Additional guidelines can be found at hsbc.com/online-security.
Published: March 2020 Page 10 of 10
Disclaimer
This document is issued by HSBC Bank plc (“HSBC”). It is intended to provide the recipient with guidance in relation to the use of HSBC’s Investor Insight service. It is not intended to constitute advice in relation to the suitability of HSBC’s products or services for the recipient’s intended business purposes or activities and the recipient should obtain its own advice in this regard.
This document should be read in its entirety together with all other relevant terms, guidance and information made available to the recipient in connection with the products and services to which it relates.
To the extent to which this document reproduces any material sourced from a third party, HSBC does not warrant its accuracy.
This document is intended solely for use by the recipient to whom it is made available by HSBC. It should not be photocopied, reproduced, distributed or disclosed in whole or in part to any other organisation or person without the prior written consent of HSBC or other relevant HSBC group member.
HSBC Bank plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. It is listed with the registration number 114216. HSBC Bank plc is a company incorporated under the laws of England and Wales with company registration number 14259 and its registered office at 8 Canada Square, London E14 5HQ. HSBC Bank plc’s registered VAT Number is GB 365684514.
Copyright: HSBC Bank plc 2020. All Rights Reserved.
