Priority Banking
Wedding Program
Global Outlook
Services Zone
InvestPro
InvestPro – All-in-one investment solutions
InvestPro offers you unique rewards when your investments accumulate. The more you trade on products, the better offers you can enjoy.Product Type
- Investment Fund Services
- Securities Services
- Premium Deposit
- Debt Securities Services
- Currency Switching
- Foreign Exchange Margin Trading Services
- Life Insurance Services
Earn Extra Rewards
-
Every HK$10,000 investment transaction, including Securities Services, Investment Fund Services, Debt Securities Services, Currency Switching and Premium Deposit or insurance premium (for single premium life insurance policies)* = 1 Investment Point
-
Every HK$100,000 investment transaction with Foreign Exchange Margin Trading Services =
1 Investment Point -
Priority Banking or excelbanking customers are automatically entitled to a higher investment zone
Investment Zones and Benefits
| Investment Zone | Accumulated Investment Points Required |
| D | ≧1,000 |
| C | 500 - 999 or Priority Banking customers |
| B | 100 - 499 or excelbanking customers |
| A | 0 - 99 |
| Benefits | Investment Zone | |||
| D | C | B | A | |
| Securities Brokerage |
Via Online: 0.2% By Phone: 0.3% NO MINIMUM BROKERAGE |
|||
Investment Funds
Subscription Fee Discounts • Funds with |
2% |
1.5% |
1% |
0.25% |
• Funds with |
0.5% |
0.5% |
N/A |
N/A |
| Daily Personal Portfolio Update Service# | Free |
Free |
N/A |
N/A |
# Customers in Investment Zones C and D are eligible for the free Daily Personal Portfolio Update Service. This service updates you on the total value of your portfolio as of last business day via Mobile Short Message Service.
The above InvestPro Reward is subject to Terms & Conditions of InvestPro, please refer to the documents for details.