1. HSBC Bank Middle East Limited Qatar Branch, P O Box 57, Doha, Qatar, regulated by Qatar Central Bank for the purposes of this promotion and lead regulated by the Dubai Financial Services Authority.
2. All submitted orders will be executed by Interactive Brokers (U.K.) Limited, acting in their capacity as your broker. All holdings within your Investment Account will be held by Interactive Brokers (U.K.) Limited, acting in their capacity as your custodian.
3. Investments values may go up as well as down. You may not get back the amount you originally invested.
4. This product/service may be affected by changes in foreign currency exchange rates.
5. Past Performance is not a reliable guide to future performance.
6. Buying power represents the money you have available for the purchase of securities.
7. To increase your buying power, you will need to first fund your WorldTrader Account with Interactive Brokers (U.K.) from your designated HSBC Qatar accounts in any of the following currencies - USD, GBP or EUR. Any further FX conversion will apply for the buy and sell of securities and dividends earned on the securities in any other currencies, Interactive Brokers (U.K.) Limited will apply the applicable FX rates to such conversions.
8. This information doesn’t constitute an investment advice or recommendation to buy, sell or hold the product. For any order you submit on the HSBC WorldTrader client portal browser, you confirm that you have not asked or received any advice, recommendation, or guidance from HSBC Qatar regarding the product or the order. You have made your own selection of the product and have made your own decision to proceed with the order. You are responsible for completing your own independent due diligence and research on the product before transacting.
9. Data powered by GFIS
The information presented is taken from, or based upon, information obtained from publicly available sources, the completeness and accuracy of which has not been independently verified and cannot be assured.
Not all products will be available to all investors due to a number of factors including account type requirements and regional restrictions.
10. Source: Thomson Reuters Refinitiv
The information presented is taken from, or based upon, information obtained from publicly available sources, the completeness and accuracy of which has not been independently verified, and cannot be assured.
Not all products will be available to all investors due to a number of factors including account type requirements and regional restrictions.
11. Corporate actions are compiled on a best effort basis using information received from third-party vendors. Information from third parties may contain errors or omissions.
12. The term "Swap" used here and throughout the HSBC WorldTrader Online Trading Platform should not be confused with the concept of a “swap” as defined under the U.S. Commodity Exchange Act or a "security-based swap" as defined under the U.S. Securities Exchange Act of 1934, or as the term "swap" is commonly used in the financial industry. Within the Platform, "Swap" simply describes a market order to sell one security and a contingent market order to buy another security. The effect of a successful execution of a "Swap" instruction within the Platform is that the client sells an existing position in a security and purchases in its place a position in another security when the net sales proceeds are used to fund the new purchase.
By clicking "Swap" you understand that you are entering a market order to sell one security and a contingent market order to buy another. Meaning, if the market order to sell the security displayed on the left does not execute, then the contingent market order to buy the security on the right will also not execute.
A market order is an instruction to execute an order at any price available in the market. Market orders are not guaranteed a specific execution price and may executed at an undesirable price.
You understand that in a SWAP Transaction you will identify the No. of Units to be sold from the existing Product(s). The net redemption value of those units will be used to purchase units in the new Product(s). You understand and agree that the number of new Units to be subscribed in the new Product(s) can only be determined upon the confirmation of the net redemption value of your existing Units to be sold/redeemed.
13. You authorize us to debit from your WorldTrader Account all sums payable in respect of each buy or sell order including the payment of any fees, taxes, or duties payable by you. Any future dividends, incomes, net sale proceeds or other payments you receive from a security you purchased will be credited to your Investment Funding Account. Where a payment currency is in USD, GBP, EUR, we will debit or credit your Investment Funding Account denominated in the payment currency. If a payment is in a currency other than USD, GBP, EUR, we will debit or credit your USD Investment Funding Account with the applicable amounts converted from USD to the payment currency or vice versa. Interactive Brokers (U.K.) Limited (IBUK) will apply the applicable FX rates to such conversions. Indicative FX rates from Interactive Brokers (U.K.) Limited can be viewed on a designated website which we can provide you with. Post execution of the order you can view your transaction statement to see the actual FX rate applied by IBUK to the transaction.
14. HSBC Qatar may place additional funds under hold to cover for any movement within the security price.
15. Regular savings plan charges an ongoing transaction fee throughout the term of the plan, which will be calculated based on the buy transaction fee of the selected product and charged with each recurring investment amount.
Perpetual savings plan is only available for asset type of mutual funds and it charges a one-time non-refundable transaction fee which is equal to the first monthly investment amount.
Perpetual savings plan maybe more appropriate for customers who intend to continue with a regular investment for more than 3 years. If the customer wishes to cancel the plan prior to the end of 3 years, they may have paid more transaction fees than if they were to choose a regular savings plan with the same recurring investment amount.
To invest in a perpetual savings plan please contact us via your relationship manager or other contact methods we inform you on our public website.
Transaction fees include the HSBC Qatar transaction fees, and IBUK's commissions and fees. You will also pay any trade-related third party fees, charges, taxes or duties. If you wish to increase the recurring investment amount under the relevant plan, you will pay applicable transaction fee(s) calculated based on the new investment amount (if a regular saving plan) or, the difference between the new and old amounts (if a perpetual saving plan).
You understand that you should maintain sufficient funds in the WorldTrader Account one day before each payment date. HSBC Qatar Tariffs and Charges apply.
You understand that the recurring investment shall remain in effect until advised by you to stop the plan by using the Online Trading Platform or contacting HSBC Qatar. There is no option for you to suspend or pause an existing recurring investment plan. Once the recurring investment plan is stopped, you may set up a new one later where new transaction fees will be payable by you.
You understand and accept that HSBC Qatar reserves the right to cancel your recurring investment plan if the investment product selected is no longer supported in the market or offered by HSBC. HSBC Qatar can also cancel the recurring investment plan if there are any restrictions placed on your account or to meet applicable legal or regulatory requirements (including but not limited to where it is suspected that making the payment would involve a breach of applicable financial sanctions laws and regulations).