Online Banking Customer Investment Profile

Getting Started
Customer Investment Profile Overview
Update Investment Profile
  • We understand that your investment objectives and investment risk appetite are important factors affecting the decision on which investment products to choose. We have designed the Customer Investment Profile assessment to help you choose financial products that are right for you.

    Online Banking

    • Click into "Investment Profile" in left hand menu. You need visit our branch to complete your initial Customer Investment Profile review first to enter to this page.

      Getting Started

    Mobile Banking

    • Login to Mobile Banking and Click into "Investment Profile" from the “More" menu-- You need visit our branch to complete your initial Customer Investment Profile review first to enter to this page

      Getting Started

    • View your latest Customer Investment Profile list and creation date. The risk profile with status of "Active" is your current valid investment profile.
    • Click "PDF" to check your investment profile detail in new window.

      You can print or save your investment profile via Online Banking, or click "Close" to close the new window.

    • Online Banking

      Customer Investment Profile Overview

      Mobile Banking

      Customer Investment Profile Overview

  • Online Banking

    • Click "Create New Risk Profile" to update the risk profile questionnaire.

      Update Investment Profile

    • The questionnaire is applicable for non-US residents. You will be prohibited of the questionnaire if you tick "Yes" as U.S. Citizen/U.S. Permanent Resident Card (Green Card) Holder/U.S. Resident.

      If you are not U.S. Citizen/ U.S. Permanent Resident Card (Green Card) Holder/U.S. Resident, fill in the questionnaires and click "Ok, next".

      Update Investment Profile

    • Fill in the Personal Information questionnaires and click "Ok, next".

      Update Investment Profile

    • Fill in the Financial Position questionnaires and click "Ok, next".

      Update Investment Profile
      Update Investment Profile
      Update Investment Profile

    • Fill in the investment Objectives & Attitude questionnaires and click "Ok, next".

      Update Investment Profile
      Update Investment Profile
      Update Investment Profile

    • Fill in the investment products Knowledge & Experience questionnaires and click "Ok, next".

      Update Investment Profile
      Update Investment Profile
      Update Investment Profile
      Update Investment Profile

    • Fill in the questionnaire on China Mutual fund investment and click "Submit".

      Update Investment Profile

    • Read carefully, understood and accepted the Customer Investment Profile, acknowledge and agree the General Terms For Integrated Wealth Management Service together with other disclaimers and click "Submit” and “Confirm & Save” to accept the risk profile. Or you can click “-” sign as highlight below to lower your risk Profile before final confirmation.

      Update Investment Profile
      Update Investment Profile

    • Your latest investment profile is updated in the Customer Investment Profile overview page. Click “PDF” button to see your investment profile details.

      Update Investment Profile
      Update Investment Profile

    • Mobile Banking

    • Click "Create New Risk Profile" to update the risk profile questionnaire.

      Update Investment Profile

    • The questionnaire is applicable for non-US residents. You will be prohibited of the questionnaire if you tick "Yes" as U.S. Citizen/U.S. Permanent Resident Card(Green Card) Holder/U.S. Resident.

      If you are not U.S. Citizen/ U.S. Permanent Resident Card (Green Card) Holder/U.S. Resident, fill in the questionnaires and click "Ok, next".

      Update Investment Profile

    • Fill in the personal information questionnaires and click "Ok, next".

      Update Investment Profile

      Update Investment Profile
    • Fill in the Financial Position questionnaires and click "Ok, next".

      Update Investment Profile

      Update Investment Profile
      Update Investment Profile
      Update Investment Profile
    • Fill in the Investment Objectives and Risk Acceptance questionnaires and click "Ok, next".

      Update Investment Profile

      Update Investment Profile
      Update Investment Profile
    • Fill in the Investment Products Knowledge and Experience questionnaires and click "Ok, next".

      Update Investment Profile

      Update Investment Profile
      Update Investment Profile
      Update Investment Profile

      Update Investment Profile

      Update Investment Profile
      Update Investment Profile
    • Fill in the questionnaire on China Mutual Fund investment and click "Submit".

      Update Investment Profile

    • Read carefully, understood and accepted the Customer Investment Profile, acknowledge and agree the General Terms For Integrated Wealth Management Service together with other disclaimers and click "Submit” and “Confirm & Save” to accept the risk profile. Or you can click “-” sign as highlight below to lower your risk Profile before final confirmation.

      Update Investment Profile

      Update Investment Profile
    • Your latest investment profile is updated in the Customer Investment Profile overview page.Click “PDF” button to see your investment profile details.

      Update Investment Profile
      Update Investment Profile

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