0% Investment Fund subscription fee offer

0% Investment Fund subscription fee offer

Eligible Customers who have successfully completed the first investment fund subscription order via Mobile Banking during the promotion period using a promotion code can enjoy 0% subscription fee discount.


The promotion is subject to relevant terms and conditions.

Terms and Conditions

  1. The promotion period is from 14 April 2025 to 30 June 2025, both dates inclusive (the "Promotion Period").
  2. New customer refer to Personal Customer who open the investment accounts in Fubon Bank (Hong Kong) Limited (the “Bank”) on/ after 14 April 2025.(“Eligible customer”)
  3. The transaction amount for Investment Fund subscription fee offer is capped at HK$500,000. If eligible customer subscribes to funds in foreign currency, the cap of designated transaction amount will be calculated into HKD at the Bank’s prevailing exchange rate on dealing day.
  4. The offer is only applicable to customer holding single named investment account. Joint account cannot entitle to this offer.
  5. Each eligible customer is only entitled the offer once during the Promotion Period.
  6. The offer is only applicable to fund subscription completed via Mobile Banking. Fund switching is not applicable.
  7. Upon claiming this offer, Eligible Customer will be charged a subscription fee of 1.5% on all subsequent fund subscriptions via Mobile Banking during the Promotion Period.
  8. Please contact our Bank staff for details of the investment funds currently distributed by the Bank and the Offer.
  9. 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 our 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.
  10. These Promotional Terms and Conditions are governed by and construed in accordance with the laws of the Hong Kong Special Administrative Region.
  11. These terms and conditions are subject to prevailing regulatory requirements.
  12. 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.
  13. 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.
  14. If customers do not have valid W-8Ben forms and settlement accounts, please visit any of our branches or contact our Bank staff for enquiries.
  15. Should there be any inconsistency between the Chinese and English versions of these Terms and Conditions, the English version shall prevail.
  16. For details of the 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.

 

How to subscribe Investment Fund via Fubon +?

How to subscribe Investment Fund via Fubon +?
Step 1: Click “"Unit Trust” Icon
Step 1: Click Unit Trust Screenshot

Step 2: Input Mobile Security Key Password PIN
Step 2: Input Mobile Security Key 
Password PIN Screenshot


Step 3: Read Important Notes and Disclaimer and click "Agree and Continue”
Step 3: Read Important Notes and Disclaimer and 
click Agree and Continue Screenshot

Step 4: Choose the fund and click “Subscribe”

Step 4: Choose the fund and click Subscribe Screenshot


Step 5: Click “Offering Documents” and read the offering documents carefully
Step 5: Click “Offering Documents” and read the offering documents carefully Screenshot



Step 5: Click “Offering Documents” and read the offering documents carefully Screenshot


Step 6: Enter subscription amount

Step 6: Enter subscription amount Screenshot

Step 7: Enter Promotion code (if applicable) and click “Apply”
Step 7: Enter Promotion code (if applicable) and 
click Apply Screenshot


Step 8: Read Client Declaration and Risk Disclosure, tick to confirm all the checkbox contents, and then click “Agree and Continue”
Step 8: Read Client Declaration and Risk 
Disclosure, tick to confirm all the checkbox 
contents, and then click Agree and Continue Screenshot
Step 9: Confirm the details of fund subscription and click “Done”

Step 9: Confirm the details of fund subscription and 
click Done Screenshot

 

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