Open an online investment account to experience the trading advantages
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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

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, and

1.2% for the subsequent trades within the promotion period

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

Promotion Period: From 1 July to 30 September 2017

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

Benefits

Online Unit Trusts Trading
  • Morningstar empowered research tool – performance, fund information & comparisons are all within a few clicks
  • 3-step trading experience
  • Over 800 fund choices
Online Securities Trading
  • No minimum brokerage, trade lodgement or custodian fee
  • Powerful trading platform

Act now and enjoy the fabulous offers!

Terms and Conditions


General Terms and Conditions for the Promotion
  1. The promotion period is from 1 July to 30 September 2017, both dates inclusive (the ‘Promotion Period’).
  2. 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.
  3. If clients are entitled to the offers in conjunction with other promotional offers, the Bank reserves the right to grant the client one of or part of the entitled offers only.
  4. 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.
  5. If there is any inconsistency or conflict between the English and the Chinese versions of these terms and conditions, the English version shall prevail.

Terms and Conditions of Online Unit Trusts Subscription Fee Offer (the ‘Unit Trusts Offer’):
  1. The Offer is applicable to clients of Standard Chartered Bank (Hong Kong) Limited (the ‘Bank’), excluding Private Banking clients, Commercial Banking clients and Business Banking clients (the ‘Clients’).
  2. Unit Trusts Offer is applicable to:
    • Clients who sign up for new Investment Fund Account through Online Banking (the ‘New Client’);
    • New Client must 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 signing up for the Investment Fund Account through Online Banking.
  3. New Client may be entitled to 0 % subscription fee for the first subscription transaction (capped at transaction amount of HKD100,000 or equivalent; in case the amount of the first subscription transaction exceeds HKD100,000 or equivalent, flat 1.2% subscription fee will apply), and flat 1.2% subscription fee for all subsequent subscription transaction(s) completed through Online Unit Trusts platform during the Promotion Period.
  4. The prevailing online subscription fee of Class A fund is flat 2.5% for Priority Banking clients and flat 2.75% for other clients*. New Client 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 0% / 1.2% subscription fee will be credited to New Client’s sole name HKD account on or before 31 October 2017 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 amounts converted into HKD using the prevailing foreign exchange rate on the relevant transaction date as determined by the Bank.
  5. 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 Offer.
  6. To be eligible for the Offer, 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.

  7. *Effective from 12 July 2017, online subscription fee of Class A fund is 2% for Priority Banking clients and other clients.

 

Risk Disclosure Statement for Investment Fund Services

  • 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.
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.
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. 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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