Investment

Certificates of Deposit, Investment Funds Account, Monthly Investment Plan Stock Account, Securities Accounts and Overseas Securities.

For the past 60 days.

Yes, the stock balance will be updated once an order is executed.

Please click here for details.

After setting up the deposit, customer is not allowed to amend, cancel or terminate the deposit before maturity date.

Please click here for details.

Capital Protected Investment Deposit and MaxiInterest Deposits require authorisation.

Primary Users with access right to the related service / account, sufficient User Daily Limit and also Transaction Limit if dual authorisation is applied, can perform authorisation.

Yes, this can be done through amending Authorisation Settings online.

Business e-Banking will keep track of the limit up to 45 calendar days ahead (inclusive of the current day). When a user authorises a transaction, Business e-Banking will only accumulate the amount of that particular transaction per debit day to the utilised Portfolio Daily Limits.

Business e-Banking will check the user limit for each today or pending transaction. If the accumulated amount of transactions for account debit does not exceed the user limit, the transaction can be authorised by the user.

Any Primary users who can access the respective MaxiInterest Deposits or Capital Protected Investment Deposit functions can amend / delete instruction pending for authorisation.

No

Primary Users can go to "Activity Log" under "Securities" in Business e-Banking to view investment transactions up to 60 days from the transactions activity date. By default, activities details of the previous day and today will be displayed.

Only Primary User can view the investment transactions activities of all users of all accounts.

The system supports the following searching options:

• Search by a date range
  
• Search by an action type within a date range
  
• Search by a transaction type within a date range
  
• Search by a debit account within a date range
  
• Search by a settlement account within a date range
  
• Search by an execution date within a date range
  
• Search by a transaction reference number
  

No, only Primary User(s) are allowed to view investment transactions related activities.