Terms and Conditions

General Terms and Conditions:

  1. Investment Fund Transfer-in Cash Rebate Offer (“Transfer-in Offer”) and Subscription Cash Rebate Offer (“Subscription Offer”) are available to clients of Standard Chartered Bank (Hong Kong) Limited (the “Bank”) except for Private Banking Clients.
  2. Only primary account holder will be entitled to the Offers if the account(s) is/are set up in joint names.
  3. Cash rebate will be credited to 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 in the form of cash rebate on or before 30 November 2015. If the eligible client has more than one account under same account type, the Bank will select the one with the latest account opening date.
  4. The relevant Investment Fund Services account must still be valid at the time of cash rebate is credited, otherwise the credit of the cash rebate will be forfeited.
  5. If clients are entitled to the Offers in conjunction with other promotional offers, the Bank reserves the right to grant the eligible client one of or part of the entitled offers only.
  6. 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.
  7. If there is any inconsistency or conflict between the English and the Chinese versions, the English version shall prevail.

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

  1. The promotion period is from 1 June to 30 September 2015 (the “Promotion Period”).
  2. In order to be entitled to the Transfer-in Offer, clients of Investment Fund Services must apply and complete transfer-in of investment funds successfully from other banks or financial institution(s) during the Promotion Period with a minimum aggregated amount of HKD200,000 (or HKD equivalent).
  3. Investment Funds refer to funds in 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.
  4. 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.

Terms and Conditions of Investment Fund Subscription Cash Rebate Offer:

  1. The promotion period is from 2 July to 30 September 2015 (the “Promotion Period”).
  2. The Subscription Offer is available to clients of Investment Fund Services who complete transfer-in of investment funds successfully from other banks or financial institution(s) during 1 June to 30 September 2015 (the “Selected Client”).
  3. In order to be entitled to the Subscription Offer, Selected Clients of Investment Fund Services must subscribe to any Investment Funds during the Promotion Period with daily accumulated transaction(s) reaching the designated subscription amount.
  4. Offers are applicable to all Class A funds (subscription of HK$300,000 to below HK$1,000,000 with minimum subscription fee of 2.5% or subscription of HK$1,000,000 or above with minimum subscription fee of 2%) and Class B funds. Monthly Investment Plans and subscription through online are NOT eligible for the offers.
  5. Each Selected Client can enjoy the daily cash rebate offer more than once while the additional cash rebate offer for ONCE only during the Promotion Period.
  6. Investment Funds transaction amount is calculated by single day’s transaction(s).
  7. For non-HK dollar denominated transactions, the transaction amounts 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.

Risk Disclosure Statement:

  • Investment involves risks. The prices of units/shares of unit trust or mutual funds fluctuate, sometimes dramatically. 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.