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.



Online Unit Trusts Special Privilege

From now until 30 September 2016, you will enjoy the following exclusive offer.

1.2% subscription fee for online transactions

 

Experience the exceptional online trading advantages now.

Trade investment funds through online platform and manage your portfolio anytime, anywhere.

  • Quick and simple trading in 3 simple steps
  • Over 25 fund providers with 800+ fund choices for your selection
  • Access comprehensive analysis and fund comparison information from MorningStar with a few clicks


You may also visit our one-stop platform to read our latest market updates to facilitate your investment decision.

 

SC Finance Online

SC Finance Online

Get the latest market commentary

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Funds Select

Funds Select

Funds Select is a quarterly publication which lists out high potential funds selected by our in-house independent fund analyst team for over 20 asset classes.

Learn more

 

SC Finance Online

Search 800+ funds across asset classes and geographical regions

Research funds at Fund Library

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Existing Customer
Already an Online Banking customer
Logon to trade now
 
Not yet an Online Banking customer
Register to trade
 
3 simple steps to trade UT online
View demo
 
 
New Customer
Apply for Integrated Deposits Account to get
                   HK$200 cash rebate

Apply now

Terms and Conditions


  1. The promotion period is from 2 July to 30 September 2016, both dates inclusive (the ‘Promotion Period’).
  2. The Offer is only applicable to selected clients who have received the promotion email (the "Eligible Client") from Standard Chartered Bank (Hong Kong) Limited (the "Bank").
  3. Eligible Client may be entitled to 1.2% subscription fee for all subscription transaction(s) completed through Online Unit Trust during Promotion Period.
  4. The Eligible Clients will be charged the prevailing subscription fee upon completion of the transaction. Upon successful verification by the Bank of eligibility to enjoy the Offer, a rebate amount being the difference between the prevailing subscription fees and 1.2% subscription fee will be credited to Eligible Clients’ sole name HKD account on or before 31 October 2016 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.
  5. For non-HK dollar denominated transactions, the transaction amount will be converted into Hong Kong dollars on the transaction date based on the relevant prevailing foreign exchange rate determined by the Bank for calculation of offer entitlement.
  6. The 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 offers.
  7. To be eligible for the subscription fee rebate, 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. 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.
  9. The Bank reserves the right to alter or terminate the promotion and amend the applicable terms and conditions at any time without prior notice. In case of disputes, the Bank’s decision shall be final and binding.
  10. 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:
  • This web page reflects the views of the Wealth Management Group of Standard Chartered Bank and is for information purpose only. It is not intended to be an offer or solicitation on any transaction and does not constitute any investment advice.
  • Investment involves risks. The prices of units/ shares of collective investment schemes fluctuate, sometimes dramatically and may become valueless. Investors 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 carefully and is advised to seek independent professional advice before making 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.

Disclaimer:

This web page has been issued by Standard Chartered Bank (Hong Kong) Limited ("SCBHK") in the conduct of Hong Kong regulated business. All or any part of this web page may not be reproduced or further transmitted, nor should it be distributed in the U.S, Canada or Australia.

For the materials and information which are not delivered by the representative of SCBHK or not delivered in the capacity as the representative of SCBHK, they do not represent SCBHK’s views and are not endorsed by SCBHK. SCBHK does not make any representation or warranty as to the correctness, completeness, accuracy, reliability or timeliness of any of the materials and information in this web page. The opinions are subject to change without notice and should not be construed as a recommendation of any individual holdings or market sectors.

This web page and its content are not intended and shall not in any way be construed as an offer or solicitation to the public in Hong Kong for the purchase or sale of any product, services, securities, regulated investment agreement or collective investment scheme, or a recommendation to adopt any hedging, trading or investment strategy, nor is it intended to constitute a representation as to future movements in rates or prices or that any such future movements will not exceed those shown in any illustration.

Whilst every care has been taken in preparing the information and contents set out in this web page, SCBHK makes no guarantee, representation or warranty of any kind, express, implied or statutory regarding, and accepts no responsibility or liability as to its accuracy or completeness. The information and contents set out in this web page are distributed on the express understanding that, whilst the information and content in it is believed to be reliable, it has not been independently verified by SCBHK. Except as specifically indicated, the expressions of opinions, projections and estimates are those of SCBHK on the publication date only and are subject to change without notice.

SCBHK is not providing any financial or investment advice. The information and contents set out in this web page is meant for general information, reference and evaluation only and has not taken into account your specific investment objects, financial situations, particular needs or your personal circumstances. You should not rely on any contents of this web page in making any investment decisions. Before making any investment, you should carefully read the relevant offering documents and seek independent legal, tax and regulatory advice. In particular, you should seek the advice of a licensed financial adviser regarding the suitability of the investment product, taking into account your specific investment objectives, financial situation or particular needs, before you make a commitment to purchase the investment product. SCBHK accepts no liability and will not be liable for any loss or damage arising directly or indirectly (including special, incidental or consequential loss or damage) from your use of this web page, howsoever arising, and including any loss, damage or expense arising from but not limited to, any defect, error, imperfection, fault, mistake or inaccuracy with this web page, its contents or associated services, or due to the unavailability of the web page or any part thereof or any contents.

Any prediction, projection or forecast contained herein as to likely future movements in rates or prices or likely future events or occurrences constitutes an opinion only and is not necessarily indicative of actual future movements in rates or prices or actual future events or occurrences (as the case may be). Past performance is not necessarily indicative of future performance; the value, price or income from investments may fall as well as rise. SCBHK and its parent companies, subsidiaries, affiliate companies, employees and customers, may at times to the extent permitted by applicable law and/ or regulation seek to have interests in the securities (or relevant financial products) covered in this web page. Such interests include dealing in, holding, acting as market-makers, or performing financial or advisory services, in relation to any of the products or services referred to in this web page.

SCBHK and its parent companies or affiliate companies may also have acted as a manager or co-manager of a public offering of the securities or financial products, and may also have an investment banking relationship with any companies mentioned in this web page. Accordingly, SCBHK, its parent companies, subsidiaries, affiliate companies may have a conflict of interest that could affect the objectivity of this web page. Please note however, unless otherwise stated, the issuer of the securities or products is not SCBHK or its parent companies, associate or connected companies, and the value of the securities or products depends on the ability of the issuer to perform its obligations under the securities or products.

This webpage has not been reviewed by the Securities and Futures Commission or any regulatory authority in Hong Kong.