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HSBC Stratégie Patrimoine
Allow your wealth to flourish
From France : 0 810 815 819*
From Abroad : +33 1 55 69 74 54**
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* Cost of a local call from a fixed-line phone in France.
** Cost of a call from abroad.
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High-quality financial range
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The choice of two management styles
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Innovative financial options
HSBC Stratégie Patrimoine offers you an innovative financial range covering all asset classes, geographical areas and management styles, giving you access to external funds. These earn the label 'HSBC-recommended' following:
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A rigorous selection process by HSBC Investments' multi-management analysts.
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Regular monitoring of funds and alternative fund suggestions in the event of an alert.
HSBC Stratégie Patrimoine gives you the choice between two management styles: Libre or Avec Mandat d'Arbitrage (discretionary management of account units). You can also opt for innovative financial options to boost your assets: gradual investment, automatic reinvestment of capital gains and the limitation of capital losses
(1) These options are not available with the Arbitrage mandate option. The gradual investment option cannot be combined with the other two options.
HSBC Stratégie Patrimoine Vie is an individual, euro-denominated, open-ended assurance vie policy. HSBC Stratégie Patrimoine Capitalisation is a euro-denominated, open-ended capitalisation policy. These policies are underwritten by HSBC Life Insurance (France), a company governed by the French Insurance Code. Subject to the terms and conditions set out in the policy information leaflet.
