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.

Details

Having a holistic view of your investment portfolio with one-stop management of your assets is crucial to making your next financial move a success. By transferring your fund holdings to one place, you will enjoy peace of mind having a complete picture of where you are and get ready to capture the next opportunity at any time, growing your wealth and reaching your goals sooner.

At Standard Chartered, you will be supported by our wide range of investment fund services:

  • Unbiased quality fund selection provided by our professional independent fund analyst team via the quarterly published Funds Select list
  • Fund solutions from over 800 investment funds of different asset types and currencies through the online Fund Library
  • Trade funds in just 3 steps with our Online Unit Trusts trading platform

Transfer your investment funds to Standard Chartered now and you can manage all your investments in one place. What’s more, you will enjoy the following offer:

HK$200 cash rebate for every cumulative transfer-in amount of Investment Funds equivalent to HK$100,000

Promotion Period: From now till 31 August 2017

Terms and Conditions


Terms and Conditions of Investment Fund Transfer-in Cash Rebate Offer:

  1. The promotion period is from 1 July to 30 September 2017, both dates inclusive (the "Promotion Period").
  2. Investment Fund Transfer-in Cash Rebate Offer ("Offer") is applicable to existing and new clients of Investment Fund Services of Standard Chartered Bank (Hong Kong) Limited (the "Bank"), namely, clients whose account(s) is/are opened his/her sole name or joint name, Business Banking clients, but excluding Private Banking clients and Commercial Banking clients of the Bank (the "clients").
  3. Only primary account holder will be entitled to the Offer if the account(s) is/are set up in joint names.
  4. In order to be entitled to the Offer, eligible clients must apply and complete transfer-in of investment funds specified in clause 5 of this Section successfully from other banks or financial institution(s) during the Promotion Period with a minimum aggregated amount of HK$300,000 (or HK$ equivalent).
  5. This Offer is applicable to open-ended funds or capital guaranteed funds distributed by the Bank, excluding Class B funds, funds not authorised by the Securities and Futures Commission in Hong Kong and funds specified by the Bank from time to time.
  6. Eligible clients may not be able to subsequently subscribe for (or further transfer in) the transferred-in investment funds via the Bank in case the relevant investment fund(s) is/are no longer open for subscription from the Bank.
  7. Eligible clients will be entitled to HK$200 cash rebate for every cumulative transfer-in of investment funds of HK$100,000 (or HK$ equivalent) during the Promotional Period.
  8. The latest unit price available to the Bank as of the date the Bank receives the transferred-in fund unit will be used to calculate the accumulated value of the investment funds amount of transfer-in funds. For non-HK dollar denominated transfer-in fund unit, the accumulated value of the designated investment fund amount transferred-in will be converted into Hong Kong dollars based on relevant prevailing foreign exchange rate determined by the Bank for calculation of the offer entitlement.
  9. If eligible clients partially/fully transfer out the transferred-in investment fund(s) on or before 31 August 2017, the Bank reserves the right to forfeit the cash rebate of this Offer.
  10. The cash rebate will be credited to the eligible client’s HKD / USD account either in sole name or joint name, in the following sequence: 1) Integrated Deposits Account, 2) Statement Savings, 3) Passbook Savings or 4) Current Account on or before 31 August 2017. If the eligible clients have more than one account under the same account type, the Bank will select the one with the latest account opening date.
  11. The relevant Investment Fund Services Account(s) must still be valid at the time of cash rebate is credited, otherwise the credit of the cash rebate will be forfeited.
  12. If clients are entitled to the Offer in conjunction with other promotional offers, the Bank reserves the right to grant the client one of or part of the entitled offers only.
  13. The Bank reserves the right to determine the calculation methods applied under the product/services offers.
  14. The Bank reserves the right to terminate any of the offers and to vary or modify any of the terms and conditions from time to time without prior notice. In case of disputes, the decision of the Bank shall be final and binding.
  15. If there is any inconsistency or conflict between the English and the Chinese versions, the English version shall prevail.

Risk Disclosure Statement:

  • Investment involves risks. The prices of units / shares of unit trust or mutual funds 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.
  • Investors 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 are advised to seek independent professional advice before making any investment decision. Investors 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.

Notes:

  • 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. Investors 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.