Next Steps....
- Calculate your investment savings
- Open a Bank of Bermuda Account
- Complete a lifePlan application (pdf, 284kb)
Need more information?
- Call us on 441 299 - 5900
- Email the Investment Centre
How do I participate in lifePlan?
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Determine the amount you would like to invest each month, with the minimum of $100.
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Complete the simple application form and return it to the investment centre.
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Our risk profile questionnaire will assist you in determining which funds suit you best. After that, your monthly deductions will automatically go into the funds of your choice.
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Remember, a little bit goes a long way with lifePlan.
Key Features & Benefits
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Minimum monthly contributions
reduced to $100 -
Selection of Managed Portfolios for conservative to aggressive investors' profiles in addition to Bond, Equity and Alternative options
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No up front fee charges
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No initial investment required (increments of $1000 voluntary)
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Flexible dates and frequency
What you should know before you apply
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You must have a Bank of Bermuda account
- Regular monthly contributions of no less than $100
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Three year minimum investment period
Mutual Fund Investing
A Mutual Fund is an investment that is ideal for every investor, large or small. Your money is pooled together with that of other investors to create a large single account. This approach gives you the security of investing in a broad range of stocks and bonds and provides access to a professional fund management team who will oversee your investment.
HSBC Global Asset Management (Bermuda) Limited of 6 Front Street, Hamilton, Bermuda, is a wholly owned subsidiary of The Bank of Bermuda Limited, which is a member of the HSBC Group of companies. Both HSBC Global Asset Management (Bermuda) Limited and The Bank of Bermuda Limited are licensed to conduct investment business by the Bermuda Monetary Authority.
Funds managed by HSBC Global Asset Management (Bermuda) Limited are offered by Prospectus only in those jurisdictions where they are permitted by law. Persons are required to inform themselves and observe any relevant restrictions. HSBC Global Asset Management (Bermuda) Limited makes no representation as to the suitability of the funds for investors.
Investors should be aware that performance returns are affected by market fluctuations. Investing entails risks, including possible loss of principal. Past performance is no guarantee of future performance. Investors should note that the use of derivatives and investments involving a currency other than their own will create foreign exchange exposure, which involves special risks. It is the aim of the Company to preserve capital and, where applicable, to maintain a stable net asset value per share; these aims are not guaranteed. Additionally, investors should consider their investment objectives, whether or not they can assume these risks and should undertake their own appropriate professional advice.
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