Investment Fund Transfer-In Cash Reward Offer (“Transfer-in Offer”)

From 2 February 2026 to 30 June 2026, eligible customers will be entitled to a cash reward of HK$680 for cumulative eligible transfer of units in the eligible investment fund into his/her investment account with Fubon Bank (Hong Kong) Limited (the “Bank”) in the amount of every HK$200,000 (or HK$ equivalent). The maximum cash reward for each eligible customer is capped at HK$30,000. Quotas are limited and on a first-come-first-served basis.

Terms and Conditions

The promotional period is from 2 February 2026 to 30 June 2026, both dates inclusive (the "Promotional Period"). The Transfer-in Offer is limited and available on a first-come-first-served basis.
Customer must fulfill the following requirements during the Promotional Period: (i) successfully submitted to the Bank an investment fund transfer-in application; and (ii) successfully completed the transfer in of the Eligible Fund(s) from other financial institution(s) into his/her investment fund account held with the Bank. (“Eligible Customer”).
The Transfer-in Offer is applicable to funds authorized by the Securities and Futures Commission which can be distributed by the Bank, excluding Money Market Funds and funds specified by the Bank from time to time. The Bank has the sole and absolute discretion to decide whether an investment fund may or may not be transferred into the Bank (“Eligible Fund”) and whether a relevant transfer is eligible for the Transfer-in Offer from time to time (“Cash Reward”).
Any transfer-out of investment funds from other financial institutions or fund houses may be subject to their applicable terms, conditions and restrictions. Any fees charged in respect of the transfer-out, if any, shall be borne by the customers themselves. Customers should check with the relevant institutions or fund houses for the relevant details.
Eligible Customer may not be able to subsequently subscribe for the transferred funds via the Bank if the relevant fund(s) is/are no longer open for subscription via the Bank.
The account holder’s name of the investment fund being transferred from other financial institution(s) must be the same as the Eligible Customer’s name as registered with the Bank.
The Eligible Customer will be eligible to a Cash Reward of HK$680 for cumulative eligible transfer of Eligible Fund(s) into his/her investment account in the amount of every HK$200,000 (or HK$ equivalent). The maximum Cash Reward for each Eligible Customer is capped at HK$30,000. The accumulated transfer amount will only be calculated after the Eligible Fund have been successfully transferred into the investment account during the Promotion Period.
The Bank will calculate the transferred amount based on the latest unit price of the Eligible Fund on the day the Eligible Fund is transferred into the investment account to determine 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 on including but not limited to the calculation method of the transfer-in amount and the offer entitlement, the decision of the Bank shall be final and binding.
The Bank reserves the right to suspend, vary or cancel the above promotion and amend the relevant terms and conditions at any time without prior notice. Terms and conditions of the above promotion is available at the Bank’s website, same as all latest details including the changes, suspension, or cancellation mentioned above. In case of any disputes, the decision of the Bank shall be final and conclusive.
Upon verification by the Bank based on its records that the Eligible Customers are entitled to the Cash Reward, the Cash Reward will be credited to the Eligible Customers’ relevant HKD account in HKD on or before 31 December 2026.
Customers must maintain a HKD settlement account at the Bank in valid and normal status until 31 December 2026 in order to enjoy Cash Reward.
If the Eligible Customer:
1. transfers out partially or wholly the Unit(s) of the Eligible Fund(s) under the Eligible Transfer on or before 31 October 2026; or
2. closes the investment account or the HKD account on or before the date when the Cash Reward is credited; or
3. commits any fraud or abuse relating to the earning of the Cash Reward as reasonably determined by the Bank,
  the Bank will reserve the right to withhold and/or forfeit any or all of the Cash Reward at its sole and absolute discretion.
The Transfer-in Offer is non-transferrable; and cannot be used in conjunction with other promotions of the Bank.
Each of the banking products or services set out in these terms and conditions is subject to the relevant eligibility, application process and product terms and conditions. For further details, please refer to the relevant product offering documents or the Bank’s website.
This promotional material is issued by the Bank and can only be distributed in Hong Kong. It cannot be interpreted as offering or selling or lobbying for the purchase of investment products represented by the Bank outside Hong Kong.
These terms and conditions are subject to prevailing regulatory requirements.
These terms and conditions are governed by and will be construed in accordance with the laws of the Hong Kong Special Administrative Region.
Any person who is not a customer of the Bank cannot obtain the right to enforce or enjoy any benefits of these Promotional Terms and Conditions by means of the Contracts (Rights of Third Parties) Ordinance, Chapter 623 of the Laws of Hong Kong.
Should there be any inconsistency between the Chinese and English versions of these Terms and Conditions, the English version shall prevail.
For details of the Transfer-in Offer, please contact our Bank staff or Fubon Bank Integrated Customer Service Hotline at 2566 8181 (Press 3 after language selection) during office hours^*.

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

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 promotion material is issued by Fubon Bank (Hong Kong) Limited (the “Bank”) 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 investment funds 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 or dispute is related to the contractual terms of the product, it should be resolved directly between the fund house(s) and you. Nevertheless, where practicable and appropriate, the Bank will provide reasonable assistance to you in the dispute resolution process.

Foreign currency investments are subject to exchange rate fluctuations which may provide both returns and risks. The fluctuation in the exchange rate of currency may result in losses in the event that you convert the currency into other currency.

Please note the risk factors mentioned above are not exhaustive.