Fubon Investment Fund Transfer-in

Fubon Investment Fund Transfer-in

Cash Reward up to HK$10,000

From 1 August 2022 until 31 December 2022, customers can enjoy up to HK$10,000 transfer-in cash reward by transferring in unit trusts to Fubon Bank (the “Bank”) for the designated amount.


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.
The promotion period for the Transfer-in Offer is from 1 August to 31 December 2022 (both dates inclusive) (the “Promotion Period”).
2.
The Transfer-in Offer is not applicable to Commercial Banking customers, corporate customers and Capital Investment Entrant Scheme customers of the Bank. For joint names investment account, only the primary account holder will be eligible to the Transfer-in Offer. The Bank reserves the right to determine the eligibility of a customer to the Transfer-in Offer.
3.
Only units of Securities and Futures Commission authorized funds which can be distributed by the Bank are eligible for this Transfer-in Offer. The Bank has the sole and full discretion to decide whether a unit trust may or may not be transferred into the Bank (an “Eligible Fund”) and whether a relevant transfer is eligible or is not eligible for the Transfer-in Offer from time to time.
4.
Customers do not need to purchase any wealth management product to get the cash reward.
5.
Eligible customers may not be able to subsequently subscribe for new units of Eligible Fund via the Bank if that Eligible Fund is no longer open for subscription by the Bank.
6.
The account holder’s name of the unit trust being transferred from other bank(s) or financial institution(s) must be the same as the eligible customer’s name as registered with the Bank.
7.
An eligible customer will be eligible to a cash reward of HK$400 (the “Cash Reward”) for cumulative eligible transfer of Eligible Fund(s) into his/her investment account in the amount of every HK$100,000 (or HK$ equivalent); provided that the eligible customer must fulfill the following requirements during the promotion period: (i) successfully submitted to the Bank an investment fund transfer-in application; and (ii) successfully completed the Eligible Transfer by transferring the Unit(s) in the Eligible Fund(s) from other bank(s) or financial institution(s) into his/her Unit Trust Account. The maximum Cash Reward for each Eligible Customer is capped at HK$10,000.
8.
The latest unit prices of each of the respective Eligible Fund available to the Bank as of the date when the Bank completes the Eligible Transfer will be used as the cumulative transfer-in amount for calculating the Cash Reward. For non-HKD denominated Units, the transfer-in amount will be converted into HKD by a prevailing exchange rate determined at the sole discretion of the Bank from time to time. In case of disputes, the decision of the Bank on calculating the transfer-in amount of the Units shall be final and binding.
9.
The Cash Reward will be credited to the Eligible Customers’ relevant HKD settlement account (the “Settlement Account”) in HKD on or before 31 March 2023.
10.
If an Eligible Customer:
  1. transfers out partially or wholly the Unit(s) of the Eligible Fund(s) under the Eligible Transfer on or before 31 December 2022; or
  2. closes the Investment Account or the HKD Settlement Account on or before the date when the Cash Reward is credited;
the bank reserves the right to forfeit any or all of the Cash Reward.
11.
The Transfer-in Offer is non-transferrable; and cannot be used in conjunction with other promotions of the Bank.
12.
The Transfer-in Offer is also subject to the relevant terms and conditions of the Bank’s investment services, please contact our staff for details.
13.
The Bank reserves the right to vary, suspend and terminate the Transfer-in Offer and to vary or modify any of these Terms and Conditions from time to time without prior notice. In the event of a dispute arising out of this promotion, the decision of Fubon Bank shall be final and conclusive.
14.
If there is any inconsistency or conflict between the English and Chinese versions of these Terms and Conditions, the English version should prevail.

Disclaimer:
This webpage does not constitute advice to buy or sell, or an offer with respect to any investment products. The promotion material is issued by Fubon Bank (Hong Kong) Limited which is a licensed bank regulated by the Hong Kong Monetary Authority, and a Registered Institution (CE No. AAA582) under the Securities and Futures Ordinance to carry on Type 1 (Dealing in Securities) and Type 4 (Advising on Securities) Regulated Activities. This promotion material has not been reviewed by any regulatory authorities in Hong Kong.

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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