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Plan Your Way to Success

Start to lay down milestones for your future wealth planning and pave way for success.

Free upgrade to Preferred Banking upon graduation(1)

  • Automatically upgraded to Preferred Banking upon graduation, with no monthly fee required in the first 3 years, helping you with your financial needs when you begin to set sail and navigate your sea of dreams

Start to lay down milestones for your future wealth planning

  • Start with a Monthly Investment Plan for Stocks or Funds. Minimum monthly instalment can be as low as HK$1,000
  • Get 500 real-time quotes(2) for free and customize a watch list to keep track of your favorite Hong Kong stocks’ price movements

Join Now

No monthly fee and minimum balance requirement
Free upgrade to Preferred Banking upon graduation, with no monthly fee required in the first 3 years
Risk Disclosure of Securities Services

Investors should note that all investment involves risks. Prices of securities may go up as well as down and may even become valueless. Investors should not only base on this marketing material alone to make any investment decision, but should read in detail the relevant Risk Disclosure Statement.

Important Risk Warnings

Investors should note that all investments involve risks (including the possibility of loss of the capital invested), prices of fund units may go up as well as down and past performance information presented is not indicative of future performance. Investors should read the relevant fund’s offering documents (including the full text of the risk factors stated therein (in particular those associated with investments in emerging markets for funds investing in emerging markets)) in detail before making any investment decision.

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