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Securities Margin Trading

Enhance your investing power and potential returns with additional funds to trade securities

Immediate financial flexibility to grab investment opportunities

Make use of additional investment capital provided by HSBC's Securities Margin Trading Service to generate greater potential returns.

  • Additional funds of up to 60% of the total value of the stocks for purchase
  • Large variety of eligible securities [PDF]. with variable margin ratios to choose from
  • Trade securities and get real-time market information by multiple channels
  • Securities Margin Trading service is available to HSBC Premier, HSBC Advance and Personal Integrated Account customers

Next Steps

Visit Our Financial Management Centres for details

Need help?

   

Why securities margin trading?

Enhance your Buying Power

Additional funds of up to 60% of the total value of the stocks for purchase. Find out more. Now, even if you have cash tied up elsewhere, there's no reason why investment opportunities should pass you by.

Multi-channels for convenient trading

Trade securities or get real-time stock price and market information via HSBC Personal Internet Banking, automated or manned1 phonebanking services, or at any designated HSBC branch1 or HSBC Premier Centre1.

 

1Exclusive to HSBC Premier customers

Broad investment choices

Large variety of eligible securities [PDF] with variable margin ratios to choose from.

How much does it cost?2

Cost table
Service
Fee
Interest rate

P3 + 1.5% per annum4 for HSBC Premier customers

P3 + 2.25% per annum4 for HSBC Advance and Personal Integrated Account customers

Safe custody fee
HK$25 monthly5

Notes:

2For other securities transaction charges, please refer to the Local Securities Service Page.

3'P' refers to the Bank's best lending rate.

4Interest will be accrued daily and debited on the 28th of each month or the preceding business day if the 28th day is Bank holiday.

5The fee is due and payable on or before the 20th of the following month and is applicable to zero holdings accounts and upon closure of accounts where the account is closed before the above payment dates (for local securities only). The monthly safe custody fee for Securities Margin Trading accounts will only be applied to customers who have securities transaction record(s) or securities holdings in the 1-month period on or before the 1st of the following month.

Eligibility

Securities Margin Trading service is available to HSBC Premier, HSBC Advance and HSBC Personal Integrated Account customers with Hong Kong residential address and aged 18 or above.

How Securities Margin Trading Service Works?

Securities Margin Trading Service
Eligible stocks6
Selected Hong Kong listed stocks and Tracker Fund of Hong Kong
Stock margin ratio6
30-60% of the eligible stock value
Portfolio margin ratio
Total loan amount / Total eligible stock lending value7 (You can borrow up to a Portfolio Margin Ratio of 100%)
Maintenance buffer
Portfolio margin ratio of 100% to less than 120%
Margin call/Force-sale:
Portfolio margin ratio
Action
105%-less than 120%

Margin call alert through SMS to remind you to cover the excess

If your portfolio margin ratio has maintained between the range of 105% to less than 120% for consecutive 3 months, your stock holdings will be force-sold without prior notice.

120% or above
Stocks will be force-sold when portfolio margin ratio reaches 120% or above. Force-sale alert through SMS to inform you about the force-sale status of the stock

View example [PDF] for an illustration.

6Selected eligible stock list, stock margin ratio and the portfolio margin ratio are subject to change at the Bank's discretion. The predetermined maximum loan amount is HKD5,000,000 for both HSBC Premier, HSBC Advance and Personal Integrated Account customers.

7Eligible stock lending limit = eligible stock value x stock margin ratio.

The Bank does not provide investment advice. Investment involves risk. The price of stocks may move up or down.

Losses may be incurred as well as profit made as a result of buying and selling stocks. Full details of the terms and conditions of the above services are available on request. 

The information shown is based on data obtained from sources believed to be reliable but the Bank and the concerned Information Provider(s) make no representation and accept no responsibility as to its accuracy or completeness and shall not be held liable for damages arising out of any person's reliance upon this information. This information is neither a recommendation, an offer to sell, nor solicitation of an offer to purchase any investment. The prices quoted and the other information shown are for reference only and are subject to change without notice.