CHAN TAI MAN,601-800-0000-0 USD Combination Savings A/C
New Instructions :
Monthly Contribution Amount :
(Minimum Amount HKD1000 or equivalent)
I/We hereby authorize CMB Wing Lung Bank Ltd. ("the Bank") to effect transfers from my/our designated Deposit Account specified below for installment payment of my/our Investment Fund Savings Plan. I/We agree if there is any variation to my Designated Account, I/We will notify the Bank at least two working days prior to the date on which such variation is to take effect.
I/We confirm that I/we have been provided with and read the following "Important Notice" statement before placing this order: "This is an investment product and some may involve derivatives. The investment decision is yours but you should not invest in the investment fund 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.
I/We acknowledge that I/we have read and understood the Bank's current Master Conditions, the information contained in marketing materials, features of this product and the risks and returns associated with this product, and agree that the transaction is subject to final confirmation by the Bank and cannot be amended or cancelled without the Bank's consent. I/we confirm that I/we wish to proceed with the transaction.
I/We declare that I do not need any investment recommendation made by the Bank and the above investment decision is nonetheless my/our independent judgment, I/we fully understand the risks and consequences of my/our doing so and agree to bear all consequences in the event that the risk arising from the transaction exceeds or falls below my/our risk tolerance level, the product tenor is longer or shorter than my/our investment horizon. The Bank shall have no liability whatsoever in respect of my/our investment decision.
I/We understand and accept that this investment product is not principal protected.
I/We understand that this product has been authorized by the Securities and Futures Commission. SFC authorization does not imply its recommendation of the product.
I/We understand and accept that the Bank acts as agent in this transaction.
I/We acknowledge that I/we have received, read and understood your current brochure and Conditions for the Investment Fund Savings Plan and agree that this instruction is subject to such Conditions.
I/We have either received copies of the relevant offering documents (including Key Facts Statement (KFS), prospectus/explanatory memorandum) and annual report or been afforded a sufficient opportunity to obtain the same, and confirm that I/we have read and understood these documents and accept the relevant terms and conditions contained in them. I/we confirm that I am/ we are not restricted person(s) as stated in the offering documents.
I/We understand and accept that the Bank receives remuneration for distributing the fund(s) in an amount equivalent to the Subscription Fee specified in the pamphlet "Investment Fund Monthly Savings Plan".
I/We understand and accept that the Bank may offer discount on subscription fee to me/us on a per-transaction basis which is subject to terms and conditions and during period(s) which the Bank may decide. To be eligible for any discount offer, I/we may have to fulfill criteria as may be required under the relevant terms and conditions.
I/We confirm that the asset allocation is suitable for me/us. The percentage of this investment (monthly contribution amount x 12 months) to my/our total asset is less than 50%.
I/We have read and agreed with all the above conditions.
Note :
1. 8th of each month is the instruction cut-off day. If the instruction cut-off day is not a working day, it will be the preceding working day. Instructions given after instruction cut-off day will be executed in next month.
2. The maximum monthly contribution amount for each plan is HKD5,000,000 (or equivalent).
3. Instructions given after dealing cut-off time (3:00 pm) will be processed on the next working day.
4. All transactions cannot be altered or cancelled once confirmed.
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