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HSBC Pooled Provident Plan

Our HSBC Pooled Provident Plan is designed to help small and medium-sized enterprises access a greater diversity of ORSO investments

More diversity, regardless of your company size

Retirement planning can be difficult in the face of growing inflation.

Our HSBC Pooled Provident Plan is specially built to help employers provide their employees with retirement benefits and investment diversification options, no matter if they're a small or medium-sized corporation. What're more, the plan can be tailored to each company's needs.


Key benefits

Get the support you deserve

Our ORSO experts and Relationship Managers are on standby to support your company with its ORSO scheme

Make the most of our expertise

Leverage our extensive fund management experience to help you get more out of your money for retirement

Choose from a wider range

Access and choose from a greater variety of diversified investment options

Fund information

Understand the cumulative performance (in terms of +/- percentages) of each investment portfolio under the HSBC Pooled Provident Plan, since its inception.
View the unit price of different investment portfolios under the HSBC Pooled Provident Plan.

Important documents

Need help?

Meet with us

Speak with our ORSO specialists who will be able to address your enquiries directly.

Call us

You can call our ORSO customers hotline on (852) 2288 6655. Lines are open between 8:30am and 7:30pm, Mondays to Fridays; between 8:30am and 1:00pm on Saturdays, except on public holidays.

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The Hongkong and Shanghai Banking Corporation Limited is the Product Provider and Administrator of the HSBC Pooled Provident Plan, and the issuer of this web page.

The information provided on this web page is for reference only. It may be subject to adjustment or correction from time to time without any notice. The relevant information after adjustment or correction may vary.


    • Cumulative performance is calculated based on the unit price of the last valuation day at the end of the month.
    • As advised by HSBC Institutional Trust Services (Asia) Limited, the unit holdings at the “Schroder Balanced Investment Fund – B Unit” were switched into “Schroder Balanced Investment Fund – HKD A Acc (HKD)” on 12 December 2008.
    • The English name of “Allianz RCM Oriental Income – Class AT Acc (USD)” has been changed to “Allianz Oriental Income - Class AT Acc (USD)” with effect from 17 July 2012; while the Chinese name remains unchanged. With effect from 1 June 2015, Allianz Global Investors Hong Kong Limited and RCM Asia Pacific Limited have been amalgamated and continued as one company named “Allianz Global Investors Asia Pacific Limited”. Meanwhile, the Chinese name of “Allianz Oriental Income – Class AT Acc (USD)” has been changed from “德盛東方入息基金 — AT類累積股份(美元)” to “安聯東方入息基金 — AT 類累積股份(美元)” and the Chinese name of “Allianz Global Investors Fund” has been changed from ”德盛全球投資基金” to ”安聯環球投資基金”; while the English name remains unchanged.
    • The price of the underlying fund for Allianz Oriental Income – Class AT Acc (USD) is valuated in USD.