Wealth Management Service

General Instructions

Your instructions are considered as received only when a transaction number is given by the Bank after you have clicked "Confirm". In case there is any communication interruption after your confirmation, please use the "NET Transaction History" service in our web site or call (852) 2952 6666 to check if your instructions have been received.

Usage of "Send" and "Clear" buttons

  • For enquiry service
    • When "Send"is clicked, system will verify the information. If the information is correct, customer's request will be processed accordingly.
    • When "Clear" is clicked, the input information will be wiped off.
  • For transaction service (monetary & non-monetary a/c instructions)
    • When "Send"is clicked, system will verify the information. After verification, the information will be displayed on the screen again for confirmation by customer before the request is processed.
    • When "Clear" is clicked, the input information will be wiped off.

Usage of "Confirm", " Back", and "Cancel" buttons
  • For transaction service (monetary & non-monetary a/c instructions)
    • "Confirm", "Back", and "Cancel" buttons are used for transaction services (monetary & non-monetary a/c instructions) only.
    • When "Confirm" is clicked, the instructions are irrevocable and will be processed accordingly.
    • When "Back" is clicked, previous screen will be shown and all input are retained.
    • When "Cancel" is clicked, the instructions will be cancelled.

Date format
  • yyyy/mm/dd

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Transaction History

Wealth Management Product Applicable

  • Investment Funds
  • Bonds Investment

Service time

  • 24 hours

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Portfolio Enquiry

Wealth Management Product Applicable

  • Investment Funds
  • Equity Linked Deposits
  • Currency Linked Deposits
  • Bonds Investment

Service time

  • 24 hours

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Last Monthly Statement

Wealth Management Product Applicable

  • Investment Funds
  • Equity Linked Deposits
  • Currency Linked Deposits
  • Bonds Investment

Service time

  • 24 hours

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Investment Risk Assessment

  • Risk Level and Assessment Date
  • Online Questionnaire on Risk Tolerance of Investment

Service time

  • 24 hours

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Fund Trading

  • My Fund Portfolio
  • Investment Fund Monthly Savings Plan
  • Fund Subscription
  • IPO Fund
  • Price Alert
  • Transaction Status

Service time

  • 24 hours

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Bond IPO Subscription

  • Bond IPO Subscription
  • Subscription History

Service time

  • 24 hours

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