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Frequently Asked Questions: Investment

Mutual Fund Investment

 

What is the minimum investment amount?
Which currency can I use to subscribe fund(s)?
How do I know my order is accepted by fund house?
Where can I obtain the mutual fund offering documents for reference?

 

 

 

Mutual Fund Investment

 

What is the minimum investment amount?

The minimum investment amount is HKD 10,000 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 my order is accepted by fund house?

Once your order has been completed and settled by fund house, you can check your current holding through Online Banking. Moreover, a notification letter will be sent to you by mail to confirm your transaction details.

 

Where can I obtain the mutual fund offering documents for reference?

You can obtain the documents at any of our subbranches.

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