Tutorial page for “Wealth-Tech” Services

1. Click “All” – “Wealth Management” and choose Wealth-Tech Services (“Wealth-Tech”) in CMB Wing Lung Bank Mobile App.

2. Individual risk assessment
If it is the first time you use Wealth-Tech, please complete the Investment Risk Tolerance Level Assessment.

3. Understand your Investment Preferences
Select your personal investment objectives, preferences on geography, sector and type of dividend.

4. Provide you with intelligent analysis
Wealth-Tech recommends suitable fund portfolios based on your investment preferences.

5.Trade easily with 4 simple steps.
Select your fund portfolio from the recommendations, then input the subscription amount, promotional code (if any) and select the settlement account.

Confirm the transaction information after reading and confirming Terms and Conditions to complete the transaction.

The above screen captures are for reference only.

Investment involves risks.
The services are subject to relevant terms and conditions.

Enquiry hotline：230 95555

CMB Wing Lung Bank Limited