FAQ - Global View - HSBC in Hong Kong

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Global View
Global Transfers
Global Transfers History
View Future Transfer

1. Global View

If you use Internet Banking for HSBC accounts in more than one country or territory, you can view all* your accounts and balances in one place with Global View.

*NB this service is not currently available for all countries/territories. See Step 2 below for 'Adding a country or territory to Global View'.

The process to 'add' a country or territory to 'Global View' is quick and easy.

Adding a country or territory to Global View

If you are not registered for Internet Banking in the country or territory you are selecting you will need to do so before you can proceed. To do this you will have to go directly to the country/territory website and follow the instructions to register for Internet Banking in that country - you can access this via the following link.

http://www.hsbc.com/public/groupsite/internet_banking/en/_overview_internet_banking.jhtml

Once you have successfully completed the registration process, the following steps should be followed:

1.	Select the 'Add a country/territory' option from either the left hand navigation menu or the 'add a country/territory' link anywhere on the 'Global View' screen.
2.	From this screen, select a country/territory from the dropdown list i.e. the country/territory where you have an existing Personal Internet Banking service in your name.
3.	Select the 'Add this country/territory to Global View' option.
4.	The next page you see will be the first 'log on' page of the country/territory that you selected from the drop list in step 2 above. On this and the following screen/s you will need to enter your Internet Banking logon details for that country/territory. At anytime during this process you can return to the 'Global View' screen by selecting the 'Cancel and go back to Global View' option at the foot of the screen. If you have forgotten your log on details, or receive an error message during this part of the process, you will need to contact that country/territory directly (depending on the nature of the message). Note: Personal Internet Banking pages will be displayed in the language of the country/territory you have selected.
5.	Once you have entered your Internet Banking log on details, the 'Review our terms and conditions' screen will be displayed. Before you can 'add' this country/territory, you will need to read the terms and conditions for Global View, check the box to indicate that you have both read and agreed them.
6.	Select the 'Add my (name of country/territory) accounts to Global View' option
7.	This process is now complete. By selecting the 'Go to Global View' option you will be returned to the country/territory from where you originally logged on, with the country/territory you added reflected in 'Global View'.

Note: Once you have successfully added a country/territory to Global View, you will be able to view all your accounts together. Where an error message is displayed in place of a country/territory saying that your accounts balances are 'temporarily unavailable', it means we are experiencing temporary system problems. For any urgent requests to view your balances for that country/territory, you will need to contact them directly.

Once the above process is complete, the following options are available within 'Global View' (which can be accessed anytime from the left hand menu)

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Logging on to a country or territory from Global View

For any country/territory that you have added to this view, you will see a 'Log on to XX Internet Banking' option displayed next to the country/territory name. By selecting this option, either:

The selected country/territory Internet Banking 'account summary' page will be displayed in a separate pop-up window. As you have previously provided your 'logon details' for verification to add another Internet Banking service to Global View, you are already authenticated and do not need to enter them again. You will now have two active Internet Banking sessions for 2 countries/territories, or
The selected country/territory Internet Banking 'additional logon details' page will be displayed in a separate pop-up window. Depending on the requirements for the linked country service, you may be required to provide additional logon information to access the full Internet Banking service of that country from Global View. For example, your security code/one-time password for that country will be required if you have a security device/mobile security key for access to that country's Internet Banking service. Once you have entered this information, you will have two active Internet Banking sessions for 2 countries/territories. It is possible you may time-out from one Internet Banking service session (this is a security feature) while spending time in another session, in which case you will be prompted to logon again to access the other service.

Note: if you receive an error message during this process, you will need to contact the country/territory you are trying to logon to.

'Update Balances'

Selecting the 'Update balances' option situated underneath the country/territory name will allow you to view any updates to your balances for any of your accounts displayed within Global View.

'Hide/Show' Feature

This feature allows for easier viewing of your accounts when you have a substantial number of accounts held with us. As soon as you select the 'Global View' option, all of your accounts will be displayed. By selecting the 'Hide' button to the left of the country/territory name all accounts for this country/territory will be 'hidden'. To view them again, simply select the 'Show' option. Note: any preferences for hide/show will only be retained for that particular log on.

Removing a country/territory from Global View

If you no longer want to view a particular country/territory via Global View, you can easily remove it by the following process:

1.	Select the 'Remove a country/territory' option in the left hand navigation bar.
2.	You will see a list of all the countries/territories you have linked to 'Global View' service. Select the country/territory you want to remove. Note: you can only select one at a time.
3.	Select the 'Remove selected country/territory from Global View' option.
4.	From the 'confirmation' page, select the 'Yes I want to remove XX (country/territory) from Global View.
5.	When you return to Global View, this country/territory will no longer be displayed.

Why doesn't the country I wish to link to Global View appear in the list?

The Global View service is being rolled out across the world in phases, as some countries are on different internet banking systems from others. You can select from the list of all participating countries to date, with more to be added in the future.

2. Global Transfers

Global Transfers provides HSBC customers a new way to conveniently transfer money between accounts linked in Global View. As a HSBC customer using Global Transfers, you will receive a preferential exchange rate if you transfer funds in different currencies.

* Effective 13 December 2012, for enhanced security, customers are required to log on to HSBC Internet Banking using their Security Device/Mobile Security Key for transfers to self-named overseas accounts via Global Transfers platform.

How to make a Global Transfer

If you have not linked any of your accounts in Global View, you will need to do so before you can proceed. To do this follow the steps outlined in "Adding a country or territory to Global View".

1.	Select "Global Transfers" from the left hand navigation.
2.	Select the country/territory that you would like to transfer from and the country/territory that you would like to transfer to from the dropdown lists.
3.	Select "Next Step - Transfer Details".
4.	You will now be directed to the Global Transfers screens in the country/territory of the "from account".
5.	Select the "from account" and the "to account" that you would like to move money between. Then select the amount and currency of the transfer.
6.	Select "Transfer Now", "Transfer Later" or "Create Recurring Transfer". If you would like to transfer later, select date of transfer. If you would like to create recurring transfer, select "Start Date" & "Frequency", either enter "Number of Transfers" or select "Indefinitely". If you "Transfer Later" or "Create Recurring Transfer", you may receive email notification if your future dated transfer or recurring transfer cannot be processed, by simply entering a valid email address and preferred language.
7.	Enter "Your Reference" for transfer information.
8.	For some countries, due to regulatory, you may be requested to select/enter "Reason for Transfer" for debiting from/crediting to that country.
9.	Select "Next Step-Review Details".
10.	Review the details of your transaction for accuracy. If you need to change any of the information select "Change Transfer details".
11.	If your details are accurate, select "Confirm Transfer".
12.	You will now be provided with a transaction summary and a confirmation number for your submitted request. You can print the page, submit another transfer request or return to Global View.

How to search for a previous Global Transfer

1.	Select "Global Transfers History" from the left hand navigation.
2.	You can search for a previous Global Transfer by selecting one or more of the following options. A particular country/territory or All countries/territories. A particular account or all accounts. The list of accounts will be filtered based on the country/territory that you selected. Date Range for when the transaction was initiated.
3.	Once any or all of the filters have been applied, select "Search transfer history".
4.	Your transfer results will be displayed with up to ten results on each page. For additional results select "next".
5.	Your transfer results can be sorted by clicking on any of the column headers.
6.	To view the details of a specific transaction click on the date of the transaction.
7.	Once you have selected a specific transaction you will be presented with a summary of your transaction, along with the transfer status.
8.	From this page you can either print the page or return to your transfer history results.

How to view/update a Future/Recurring Transfer

1. Select "View Future Transfers" from the left hand navigation.
2. You can search for a Future Global Transfer by selecting one or more of the following options.

A particular country/territory or all countries/territories.

A particular account or all accounts. The list of accounts will be filtered based on the country/territory that you selected.

Date Range for when the transaction was initiated.

3. Once any or all of the filters have been applied, select "Search future transfers".
4. Your transfer results will be displayed with up to ten results on each page. For additional results select "next".
5. Your transfer results can be sorted by clicking on any of the column headers.
6. To view the details of a specific transaction click on the date of the transaction.
7. Once you have selected a specific transaction you will be presented with a summary of your transaction.(For recurring transfer, you will be presented also with total number of transfers, number of transfers processed/remaining, number of failed transfers.)
8. From this page you have the option to print the page, delete the transfer, change the transfer details or return back to your future transfer list.

What is my transfer status?

You can review your transfer status within Global Transfer History.
Your transfer will have one of the following statuses:
Processing
Processed
Failed
Rejected

Why don't I see all my accounts when making a Global Transfer?

In order to make the selection process easier, we have filtered the list to only show accounts that you can make a debit or credit against.

I have linked my country in Global View, why can't I make a Global Transfer?

Global Transfers is being rolled out across the world in phases. You can select from the list of all participating countries to date, with more to be added very soon.

If the country/territory you would like to use has not currently rolled out Global Transfers, you may be able to use the local transfer solution in that country/territoryï¿½s local Internet Banking.

Important Note regarding transfer date:

1. Same Date/ Forward Date Transfer from a HKD account will be processed on the same date/ value date specified.

2. A Recurring Transfer from a HKD account which does not involve foreign exchange will be effected on the value date.

3. A Recurring Transfer that falls on 25 December or 1st January and which involves foreign exchange will be effected on the next business day.

4. Forward Date Transfer from a non-HKD account where the value date falls on 25 December or 1 January will be effected on the next business day.

5. Recurring Transfer from a non-HKD account where the value date falls on 25 December or 1 January and which does not involve foreign exchange will be effected on the next business day.

6. Forward Date/Recurring Transfer from a non-HKD account with a value date that falls on a day on which the Black Rainstorm Warning Signal or Typhoon #8 Signal (or higher) is hoisted, the transfer may be processed on the same day or the next business day depending on whether the Signal is lowered that day and if so, at what hours. Please always check Global Transfer History for the status of your transaction.

To determine the status of your transfer you should review the Global Transfers History.

What is an indicative rate?

In some cases HSBC is unable to obtain a real time exchange rate for the currencies that you have selected. The exchange rate for the currencies where real time rates are not available are fixed by HSBC on a daily basis. This rate is an indicative rate only and the actual rate applied may differ.

What currency can I make my transfer in?

You will be able to select the amount of the transfer in either the currency of the account you are transferring monies from or the currency of the account you are transferring the monies to. Please activate an associated currency account which you intended to transfer in before making the payment.

If I want to make a transfer in a "remote currency", when will the order be processed?

The normal local trading hours of designated remote currencies are as follow (in local time):

Currency Trading Day Trading Hours

Bermudian Dollar (BMD) : Mon - Fri 00:00 - 22:55

Brunei Dollar (BND) : Mon - Fri 09:30 - 16:00

Egyptian Pound (EGP): Sun - Thu 08:30 - 14:59

Lebanese Pound (LBP): Mon - Fri 08:00 - 13:29

Sri Lankan Rupee (LKR): Mon - Fri 09:00 - 16:29

Malaysian Ringgit (MYR): Mon - Fri 09:30 - 15:00

Philippine Peso (PHP): Mon - Fri 09:00 - 16:00

Vietnamese Dong (VND): Mon - Fri 08:00 - 16:00

If you are making the transfer in one of the designated remote currencies and if the order is submitted outside the normal local trading hours, the transfer amount will be deducted from your 'Transfer From' account at the point of submission, and the credit to your 'Transfer To' account will be made on the following local trading day. Please also note that if the trading day is a local public holiday, orders will be processed in the following local trading day.

What time zone will be used for transfer dates?

All dates reflect Greenwich Mean Time (GMT).
As a result, the actual date shown may be a date before or after the date you submitted the request in the local time zone of the country from which you are transferring the funds.

What frequencies are available to transfer?

The following is a list of frequencies you can select from when setting up a recurring transfer plan:
Daily - Once every day from the first send date.
Weekly - Once every Week from the first send date.
Monthly - Every 28 days from the previous transfer send date, starting with the first send date.
Last Day of the Month - The last business day of the month in which a transaction can be processed
Quarterly - Four times a year or every three months
Half Yearly - Twice a year or every six months
Yearly - Once per year

What will my email address be used for?

Notifications will be sent to this Email address, should there be an issue with your transaction and the funds are unable to be processed.
(Please do not enter special characters including '-'.)

What does "Your Reference" relate to?

A memo can be entered for the transaction(s) created. This item is for your reference to allow you to identify the reason for the transaction, where necessary.

What is the "Reason for to transfer"?

For international money transfer, a "reason for to transfer" is required. Please choose a reason for the transferring of these funds from the selection provided.

What does this "Transfer Date" represent?

The Transfer Date for your transfer. The transfer date is the date that funds will be withdrawn from your account and sent.

What is the Transfer Later Date?

Select the Transfer Date for your transfer to begin processing. The Transfer date is the date that funds will be withdrawn from your account and sent.

What does the "Start Date" represent?

The Start Date for your transfer. The Start Date is the date that funds will begin to be withdrawn from your account and sent in accordance with the frequency selected.

3. Global Transfers History

What does the "From Country/Territory" dropdown do?

By selecting a country / territory from the dropdown, you will filter your search results to only those transfers "from" that country / territory.

What does the "From Account" dropdown do?

By selecting an account from the dropdown, you will filter your search results to only those transfers "To" that account. Once you have selected a country / territory from the drop down box, only the accounts you can view via Internet Banking in that country/territory will appear in the account dropdown box.

What does the "From Date" do?

By selecting a date range, you will filter your search results to only those transfers initiated during the date range selected. The date will be based on GMT.

What does the "To Date" do?

By selecting a date range, you will filter your search results to only those transfers initiated during the date range selected. The date will be based on GMT.

What does the "Transfer Date" refer to?

The Transfer date is the date that funds were withdrawn from your account and sent.

4. View Future Transfer

What does the "From Country/Territory" dropdown do?

By selecting a country / territory from the dropdown, you will filter your search results to only those transfers "from" that country / territory.

What does the "From Account" dropdown do?

What does the "From Date" do?

By selecting a date range, you will filter your search results to only those transfers initiated during the date range selected. The date will be based on GMT.

What does the "To Date" do?

By selecting a date range, you will filter your search results to only those transfers initiated during the date range selected. The date will be based on GMT.

What does the "Transfer Date" refer to?

The Transfer Date for your transfer. The Transfer date is the date that funds will be withdrawn from your account and sent.

What does the "Start Date" refer to?

Select the Start Date for your transfer. The start date is the date that funds will begin to be withdrawn from your account and sent in accordance with the frequency selected.