From 3 January 2023 until 30 September 2023, customers can enjoy up to HK$20,000 transfer-in cash reward by transferring in investment funds to Fubon Bank (the “Bank”) for the designated amount.
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:
The promotion period for the Transfer-in Offer is from 3 January to 30 September 2023 (both dates inclusive) (the “Promotion Period”).
Both single name investment account and joint names investment account will be “Eligible Customers”. 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.
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 an investment fund 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.
Customers do not need to purchase any wealth management product to get the cash reward.
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.
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 investment fund Account. The account holder’s name of the investment fund 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. The maximum Cash Reward for each Eligible Customer is capped at HK$20,000.
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.
The Cash Reward will be credited to the Eligible Customers’ relevant HKD settlement account (the “Settlement Account”) in HKD on or before 31 December 2023.
|9.||If an Eligible Customer transfers out partially or wholly the Unit(s) of the Eligible Fund(s) under the Eligible Transfer on or before 31 December 2023; or 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.|
|10.||In the event of a dispute arising out of this promotion, the decision of Fubon Bank shall be final and conclusive. 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.|
|11.||The Transfer-in Offer is non-transferrable; and cannot be used in conjunction with other promotions of the Bank. 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. If there is any inconsistency or conflict between the English and Chinese versions of these Terms and Conditions, the English version should prevail.|