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 One and Personal Integrated Account customers
Visit Our Financial Management Centres for details
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.
P minus 1.75% per annum3 for HSBC Jade, HSBC Premier, HSBC One and other Personal Integrated Account customers
|Safe custody fee
2For other securities transaction charges, please refer to the Local Securities Service Page.
3P is HSBC's Hong Kong Dollar Best Lending Rate quoted by us from time to time. Interest will be accrued daily and debited on the 28th of each month or the preceding business day if the 28th day is Bank holiday. Interest will be calculated on the basis of the actual number of days elapsed and 365 days in a year (or 366 days in a leap year).
4The 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.
Securities Margin Trading service is available to HSBC Premier, HSBC One and HSBC Personal Integrated Account customers with Hong Kong residential address and aged 18 or above.
How Securities Margin Trading Service Works?
||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%)
||Portfolio margin ratio of 100% to less than 120%
|Portfolio margin ratio
|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 over 90 calendar days, 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 One and Personal Integrated Account customers.
To borrow or not to borrow? Borrow only if you can repay!
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.