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.

Experience instant investment services

  • Instant account opening of Investment Fund Services
  • 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

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 Fund Services account

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


Online Unit Trusts Trading
  • Anytime easily execute Unit Trusts orders
  • Anywhere effortlessly review Unit Trusts Portfolio returns
  • Anyplace freely compare fund performances

Act now and enjoy the fabulous offers!

Terms and Conditions


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
  • 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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