Fubon Investment Fund Services

Fubon Investment Fund Services

Subscription fee discount offer up to HK$33,000

From 30 May 2022 until 30 September 2022, customers can enjoy up to HK$33,000 in unit trusts subscription fee discount offer10 by subscribing in unit trusts via Fubon Bank with the designated subscription amount8.


Act now by visiting any Fubon Bank branch!

Act now by visiting any Fubon Bank branch!

For details, please call our Fubon Bank Integrated Customer Service Hotline at 2566 8181 (Press 3 after language selection) during office hours* or contact our Bank staff.


*Monday - Friday: 9am to 7pm; Saturday: 9am to 1pm (Except public holidays).

Terms and Conditions

General Terms and Conditions:

General Terms and Conditions:
1.
Promotion period of the above offers commence from 30 May 2022 and end on 30 September 2022, both dates inclusive (“Promotion Period”).
2.
Customers must maintain their settlement accounts at Fubon Bank (Hong Kong) Limited (the “Bank”) in valid and in normal status during the Promotion Period and until the reward date in order to enjoy the unit trusts subscription fee discount.
3.
Unit trusts subscription fee discount will be credited to the customers’ designated HKD settlement accounts on or before 31 December 2022. For subscription in foreign currency, the corresponding offer(s) will be converted into HKD at the Bank’s prevailing exchange rate. If customers do not have HKD settlement account, the discount will be credited to the customers’ foreign currency settlement account at the Bank’s prevailing exchange rate.
4.
The above offers cannot be used in conjunction with other promotional offers.
5.
Please contact our Bank staff for details of the unit trusts currently distributed by the Bank and the unit trusts subscription fee discount offer.
6.
The Bank reserves the right to suspend, vary or cancel the promotion offers and amend the relevant terms and conditions at any time without prior notice. In case of dispute, the decision of the Bank shall be final and conclusive.
7.
Should there be any inconsistency between the English and Chinese versions, the English version shall prevail.
 

Terms and Conditions of the Unit Trusts Subscription Fee Discount Offer:

Terms and Conditions of the Unit Trusts Subscription Fee Discount Offer:
8.
Customers must successfully subscribe to the unit trusts in person via the Bank during the Promotion Period and fulfill the requirements as stated below in order to be entitled to the corresponding unit trusts subscription fee discount offer:
  1. Customers who did not make any unit trust subscription or switch any unit trusts via the Bank from 1 October 2021 to 30 April 2022; and
  2. The subscribed unit trusts should be currently distributed by the Bank and authorized by the Securities and Futures Commission.
9.
Subscription fee discount is calculated based on the aggregate amount of unit trusts subscribed per account and the aggregate subscription amount is rounded down to the nearest integer. Joint account will be regarded as a single account.
10.
Each account shall be entitled to maximum 100% unit trusts subscription fee discount of HK$33,000 equivalent in maximum, the details are as follows:
Aggregate Subscription Amount of Unit Trusts (HKD equivalent) Maximum Unit Trusts Subscription Fee Discount
Below HK$1,000,000 HK$3,800
HK$1,000,000 to below HK$3,000,000 HK$8,800
HK$3,000,000 to below HK$5,000,000 HK$23,000
HK$5,000,000 or above HK$33,000

Risk Disclosure and Important Note:

The following risk disclosure statements cannot disclose all the risks involved. You should undertake your own research and study before you trade or invest. You are advised to seek independent financial and professional advice before you trade or invest. Investment involves risks. Prices of investment products may go up as well as down and may even become valueless. Past performance is not indicative of future performance. It is as likely that losses will be incurred rather than profit made as a result of buying and selling investment products.

This webpage is issued by Fubon Bank (Hong Kong) Limited and the contents have not been reviewed by the Securities and Futures Commission of Hong Kong and are for reference only, and does not constitute, nor is it intended to be, nor should it be construed as any advice, offer or solicitation to deal in any of the investment products mentioned herein. You should carefully consider whether trading or investment is suitable in light of your own financial position and investment objectives. You should not base on this marketing material alone to make any investment decision, but should read in detail the relevant offering documents and Risk Disclosure Statements or seek independent professional advice if in doubt. Certain unit trusts are investment product involving derivatives. The investment decision is yours but you should not invest in the 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.

The Bank is the authorized distributor of the fund house(s), and is responsible for introduction of the investment funds. The investment funds are not the product of the Bank. The Bank is not responsible for any terms or obligations of the investment funds. In case you file a written complaint regarding the selling process or processing of the related transaction to the Bank and the complaint is an “Eligible Dispute(s)” as defined in the Terms of Reference for the Financial Dispute Resolution Centre, the Bank is required to enter into a Financial Dispute Resolution Scheme process with you if the Eligible Dispute cannot be resolved after the Bank has issued the final written reply. If the complaint / dispute is related to the policy term, it should be resolved directly between the fund house(s) and you.

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