HSBC Asset Management

Because_I_Can

I am looking for a Trustee Investment application (TIP) form to transfer some of my SIPP pension monies into the HSBC Global Strategy Balanced Portfolio.  The SIPP provider is InvestACC.  

I’ve tried various avenues - searching websites, emailing different addresses, etc - without success. Anyone done this before that can provide me with the correct application form (or provide the link to one) as monies currently sitting in cash in the SIPP?

The other two pots for my other funds were relatively straightforward to locate and set up.

Marcon

Because_I_Can said:

I am looking for a Trustee Investment application (TIP) form to transfer some of my SIPP pension monies into the HSBC Global Strategy Balanced Portfolio.  The SIPP provider is InvestACC.  

I’ve tried various avenues - searching websites, emailing different addresses, etc - without success. Anyone done this before that can provide me with the correct application form (or provide the link to one) as monies currently sitting in cash in the SIPP?

The other two pots for my other funds were relatively straightforward to locate and set up.

Ring InvestACC: 01228 538 988 rather than relying on e-mail. They should be able to give you immediate help.

Because_I_Can

Marcon said:

Because_I_Can said:

I am looking for a Trustee Investment application (TIP) form to transfer some of my SIPP pension monies into the HSBC Global Strategy Balanced Portfolio.  The SIPP provider is InvestACC.  

I’ve tried various avenues - searching websites, emailing different addresses, etc - without success. Anyone done this before that can provide me with the correct application form (or provide the link to one) as monies currently sitting in cash in the SIPP?

The other two pots for my other funds were relatively straightforward to locate and set up.

Ring InvestACC: 01228 538 988 rather than relying on e-mail. They should be able to give you immediate help.

Thanks Marcon. The guy I’m dealing with at InvestAcc is as exasperated as I am in our attempts to get the correct form. Mind, can’t believe I’m the only InvestAcc client with investments in this fund but there you go. My fault for choosing this particular fund and I don’t want to change it just because HSBC are horlicks at making things easy 😀.