Important Note: Investment Fund is an investment product and some Investment Funds would involve derivatives. The investment decision is yours but you should not invest in that investment product unless the intermediary who sells it to you has explained to you that the product is suitable for you having regard to your financial situation, investment experience and investment objectives. Standard Chartered Bank (Hong Kong) Limited provides execution-only trading service over Online Unit Trusts and shall not advise you on the merits of a transaction, nor ensure the transaction is suitable for you.

Experience instant investment services

  • Instant account opening of Investment Fund Services and Securities Services* in one go
  • Instant alerts through SMS and email to notify you of the account opening status
  • Instant trading of Investment Fund right after the account is opened through Online Banking

*Securities Services Account with application submitted by 5:00pm HKT will be ready for service on the next trade day.

Exclusive privileges for New Clients^

You will enjoy the following special fee discounts upon account opening via Online Banking:

Online Unit Trusts Subscription
0%* subscription fee for the first trade

*Capped at a subscription amount of HK$100,000

Promotion Period: 2 January – 30 March 2019

^Relevant terms and conditions apply.

Easy steps to open an investment account

Step 1: Log into Online Banking
steps 1
Step 2: Choose "Open an Account"
steps 2
Step 3: Choose "Investment"
steps 3


Online Unit Trusts Trading
  • Anytime easily execute Unit Trusts orders
  • Anywhere effortlessly review Unit Trusts Portfolio returns
  • Anyplace freely compare fund performances
Online Securities Trading
  • No trade lodgement or custodian fee
  • Powerful trading platform

Act now and enjoy the fabulous offers!

Terms and Conditions

Terms and Conditions of Online Unit Trusts 0% Subscription Fee Offer (the “0% Unit Trusts Offer”):
  1. The promotion period is from 2 January to 30 March 2019, both dates inclusive (the “Promotion Period”).
  2. The 0% Unit Trusts Offer is applicable to client of Standard Chartered Bank (Hong Kong) Limited (the “Bank”), excluding Private Banking client, Commercial Banking client and Business Banking client (the “Client”).
  3. To be eligible for the 0% Unit Trusts Offer, the Client must sign up for new Investment Fund Account through Online Banking and not hold any Investment Fund Account with the Bank (either in sole name, joint names as primary/secondary account holder) within the past 6 months prior to the signing up for the Investment Fund Account through Online Banking (the “Eligible Client”).
  4. During the Promotion Period, Eligible Client may be entitled to 0% subscription fee for the first subscription transaction (up to HKD100,000 or equivalent transaction amount or in case where the amount of the first subscription transaction exceeds HKD100,000 or equivalent, 1.5% subscription fee will apply in respect of the transaction amount that exceeds HKD100,000 or equivalent and flat 1.5% subscription fee for all subsequent subscription transaction(s) completed through Online Unit Trusts platform during the Promotion Period).
  5. The prevailing online subscription fee of Class A fund is flat 2% for all clients. The Eligible Client will be charged the prevailing subscription fee upon completion of the transaction. Upon successful verification by the Bank of eligibility to enjoy the 0% Unit Trusts Offer, a rebate amount being the difference between the prevailing subscription fees and 0% or 1.5% subscription fees will be credited to the Eligible Client’s sole name HKD account on or before 31 May 2019 in the following sequence:
    1. Integrated Deposits Account,
    2. Latest used Settlement Account,
    3. Statement Account,
    4. Passbook Account or
    5. Current Account. The account with latest opening date will be selected if more than one account is found under the account type. For non-HKD denominated subscriptions, the subscription fee and rebate amount (as applicable) will be calculated based on the transaction amount converted into HKD using the prevailing foreign exchange rate on the relevant transaction date as determined by the Bank.
  6. The 0% Unit Trusts Offer is only applicable to Class A funds (funds with subscription fee charged upon purchase). Fund switching, Monthly Investment Plans and subscription through any other channel are NOT eligible for the 0% Unit Trusts Offer.
  7. The Investment Fund Account and relevant settlement account must still be valid at the time when the subscription fee rebate is credited; otherwise, the subscription fee rebate will be forfeited.
  8. The Bank reserves the right to alter, extend or terminate the promotion and amend these terms and conditions at any time without prior notice. In case of disputes, the Bank’s decision shall be final and binding.
  9. If the Eligible Client is entitled to the offer(s) in this promotion in conjunction with other promotional offers, the Bank reserves the right to grant the client one of or part of the entitled offers only.
  10. Each of the banking products or services set out in the terms and conditions is subject to respective eligibility, application process and product terms and conditions. For further details, please contact our branch staff for assistance.
  11. Upon subscription, the Client will be subject to Suitability Assessment which may lead to unsuccessful online order placement. For more details, please refer to the FAQ.
  12. If there is any inconsistency or conflict between the English and the Chinese versions of these terms and conditions, the English version shall prevail.


Risk Disclosure Statement for Investment Fund Services

  • Investment involves risks. The prices of units / shares of unit trusts or mutual funds fluctuate, sometimes dramatically and may become valueless. Investor may not get back the amount they have invested. It is as likely that losses will be incurred rather than profit made as a result of buying and selling unit trusts or mutual funds. Past performance is no guide to its future performance.
  • Investor should read the terms and conditions contained in the relevant offering documents and in particular the investment policies and the risk factors and latest financial results information. It is desirable that the Investor seeks independent financial advice with respect to any investment decision. Investor should ensure they fully understand the risks associated with unit trusts or mutual funds and should also consider their own investment objective and risk tolerance level
Risk Disclosure Statement for Securities Services
  • Investment involves risks. The prices of securities fluctuate, sometimes dramatically and may become valueless. Past performance of any securities is no guide to its future performance. Investors should consider their own financial situation, investment experience, investment objectives and risk tolerance level, and read the terms and conditions of relevant Securities Services before making any investment decision.
  • This webpage does not constitute any offer, invitation or recommendation to any person to enter into any transaction described therein or any similar transaction, nor does it constitute any prediction of likely future price movements. Investor should not make investment decisions based on this webpage alone.
  • This webpage has not been reviewed by the Securities and Futures Commission or any regulatory authority in Hong Kong.

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