A comprehensive set of financial tools to assist you to take timely, informed and rewarding actions
In a world of constantly changing market conditions, InvestPro will help you maximise your returns and achieve your financial goals in life.
InvestPro offers you unique rewards when your investment transactions accumulate. The more you trade on any of the below products, the better offers you can enjoy.
Product Type
- Investment Funds
- Securities
- Premium Deposit
- Debt Securities
- Currency Switching
- Foreign Exchange Margin / Leveraged Trading
- Life insurance (for single premium life insurance policies)*
Earn Extra Rewards
- Every HK$10,000 investment transaction for Securities, Investment Funds, Debt Securities, Currency Switching and Premium Deposit or insurance premium (for single premium life insurance policies)* = 1 Investment Point
- Every HK$100,000 investment transaction for Foreign Exchange Margin/ Leveraged Trading Services = 1 Investment Point
- The more Investment Points you accumulate, the higher "Investment Zone" and better benefits you can enjoy
- Priority Banking or Excel Banking customers are automatically entitled to a higher investment zone.
* For regular premium life insurance policies, customers will only receive 5 investment points for every newly purchased policy, regardless of premium amount.
| Investment Zones and Benefits | |
| Investment Zone | Accumulated Investment Points Required |
| D | >=1,000 |
| C | 500 - 999 or Priority Banking Customers |
| B | 100 - 499 or Excel Banking Customers |
| A | 0 - 99 |
| Benefits | Investment Zone | |||
| D | C | B | A | |
| Securities Brokerage (Online) |
0.18% | 0.2% | 0.25% | 0.3% |
| Securities Brokerage (Phone Order) |
0.3% | 0.35% | 0.4% | 0.5% |
| Investment Fund Subscription Fee (exclude Fund Accumulator®) • Funds with Subscription Fees ≧5% • Funds with Subscription Fees < 5% • Funds with Subscription Fees < 5% |
2% | 1.5% | 1% | 0.25% |
| 0.5% | 0.5% | NIL | NIL | |
| Life Insurance Policy Purchase | Free HK$150,000 Personal Accident Insurance for 1 year |
Free HK$100,000 Personal Accident Insurance for 1 year |
Free HK$50,000 Personal Accident Insurance for 1 year |
Not Available |
| Daily Personal Portfolio Update Service# | Free | Free | Not Available | Not Available |
# 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.
All-in-one investment solutions
- More global investment opportunities
You now have a complete financial solution which includes Securities, Investment Funds, Debt Securities , Premium Deposit, FX Trading and Life Insurance Services that help you to capture opportunities and diversify risk. - Preferential pricing and benefits
Our unique Investment Rewards Plan gives you better pricing, investment privileges and additional insurance protection based on your cumulative trading volume across Securities, Investment Funds, Debt Securities, Premium Deposit, FX Trading and Life Insurance
Services. - Faster action
Innovative transactional and information channels allow you to trade and obtain market information anytime and anywhere.
- Total control
Advanced portfolio management includes providing detailed transaction advices and monthly statements.