The all-new Client View: re-designed Transfer Agency and Report Centre tools

Last updated: 9 March 2020

We’re pleased to announce our re-designed Client View Transfer Agency and Report Centre tools with a new look and feel.

What’s changing?

With an intuitive and up-to-date design, the new screens offer improved menu navigation, enhanced search feature, and more accessible customisable views.

Learn more about the redesigned tools and what they look like:

Report Centre (now available) >
Transfer Agency (coming soon) >

We know it’s a lot of change, but behind these new-look screens are the same features you’re familiar with.

As we work to complete the re-design of all Client View tools, you’ll have the opportunity to experience the re-designed Transfer Agency and Report Centre screens. To try them out, select the link in the banner at the top of the Transfer Agency and Report Centre screens.

Find out more

To learn more about the new Client View screens, detailed guides will also be available in the HSBCnet Help Centre. To access, select the ‘?’ icon at the top of your HSBCnet page and navigate to the ‘More’ tab.

If you have any questions about the changes we’re making to Client View, please contact your local HSBCnet Securities Services Help Desk or send an email to hsbcnet.hss.support@hsbc.com.