Can I trade mutual funds online?
Yes, you can trade mutual funds online immediately if you
are our mutual funds customer and have also registered to use our Online Mutual Fund
Service. If you have not yet opened a mutual funds account, you can apply through any of
our Branches. Customers can also register to become an Online Banking customer
through our Branches, Bank By Phone or Web site.
Can I subscribe/ redeem/ switch investment funds via
Online Mutual Fund Service?
For subscription and redemption of mutual funds, you
can trade online. As for switching mutual funds, you can arrange it through our banking
centers. To find out the locations of our Branches, please click here.
Which funds can I subscribe online?
You can subscribe any funds online which have online
Summary Prospectus / Prospectus and relevant Offering Document provided by the respective
fund houses. Learn more.
What is the minimum investment amount?
The minimum investment amount is HKD10,000 or its
equivalent.
Which currency can I use to subscribe fund(s)?
You can use the currency denominated in your account
holding to subscribe fund(s). For example, if you have a USD savings account, you can use
USD to subscribe.
How do I know the Bank has accepted my order?
After you placed an order, you will receive an Order
Reference Number. You can use this Order Reference Number to check your order status
through the “order status” function. Once a transaction has been settled, you
can check the transaction details by using the “Transaction History” function.
Moreover, a notification letter will be sent to you by mail to confirm your transaction
details. The Transaction Reference Number shown in the “Transaction History”
screen will also be marked in this notification letter for your reference.
Can I amend / cancel my instruction online?
No, you cannot make any amendment / cancellation through
Online Mutual Fund Service.
What kind of information can I find online?
You can obtain comprehensive fund information online. They
include:
- Fund summary prospectus/ prospectus as well as interim &
annual reports; and
- Latest fund price, fund size, currency, return, sector
return ranking, risk, sector risk-return ratio ranking etc.; and
- New Choice of Funds which consist of hedge funds, Class B
mutual funds and funds that are launched recently; and
- Updated market commentary, Mutual Funds Guide and analysis.
How do I search for the fund(s) I want?
You can search fund(s) by entering fund house and/or fund
name. You can also use the “Fund Search” function to access detailed fund
information.
Where can I obtain a copy of the funds’ offering
document for reference?
You can obtain the document at any of our Branches
or through Bank by Phone service at 2805 2383.
Are there any additional charges to subscribe / redeem
fund via Online Mutual Fund Service?
No, there is no extra cost to subscribe / redeem funds
through Online Mutual Fund Service.
