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HSBC Direct now offers you a Monthly Investment Plan which provides two new services and helps you to lower the average cost of your mutual funds by buying more when the price is low, and less when the price is higher. You can adjust the debit times and transaction amount at any time to suit your plan, enabling you to control your investments more easily and flexibly. You can also use the sub-account feature to manage your mutual funds more easily.
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| HSBC Direct’s two innovative service |
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1.Choose any date in a month as your debit date: You can choose any date in a month
 as your debit date allowing you to invest more flexibly. |
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2. Instruction effective on the same day: If you complete the instruction in MIP
Management before 5.00 pm on a working day, any change in transaction date and
amount, or modification of instructions, will be effective on the same day. So you can
control your investment timing and make your investment plan more flexible. |
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| Manage your investment plan more easily by using the sub-account feature |
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| Low fees make your investment cost-effective |
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| 1. Subscription fee:There is a charge of 1.5% or less which is not subject to change. |
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2. Custodian Fee：Whether fund units is acquired through a MIP or lump-sum
subscription, HSBC Direct will charge a Custodian Fee calculated on basis of the
actual number of days since you first held the fund. |
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| More than 80 funds to cover all your portfolio needs |
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1. The funds we offer cover most investment categories, ranging from more aggressive
single country funds to more cautious balanced funds. HSBC Direct offers a
comprehensive choice while making it easy for you to choose the right funds to meet
your financial goals.
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2. HSBC Direct mutual funds offer you a choice of bond funds, equity funds, single country
funds and money market funds (excluding MIP), so you can arrange your portfolio
flexibly according to market trends in order to meet your investment goals. |
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| 3. HSBC Direct offers three filters for you to choose the fund you want to invest in: |
| 1. Browse all funds 2. Browse by Risk Profile 3. Most Browsed Funds |
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| What is the difference between HSBC Direct’s Mutual Funds Service and those of other banks? |
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"Market average interest rate", "Market savings account interest rate", or "Average savings account interest rate" entioned in related messages and advertisements is the calculation of market average interest rate of 0.458% p.a. which is based on the average interest rate of demand deposits leading 24 banks and Taiwan Post Co. Ltd. as notified by the Banking Bureau and Financial Supervisory Commission at the end of March 2008 and bulletined on the website of Central Bank of China on May 26, 2008."The USD market average interest rate".
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Fund investment does not imply risk-free. The past performance of the fund management companies does not serve as a guarantee for future minimum returns. Other than the obligations of being a prudent manager, the fund management company is not responsible for the profits or losses of the funds and neither does it guarantee any minimum returns. Investors should comprehensively peruse the prospectus before making any subscriptions.
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Investors in an MIP might have different investment performances due to the different timing of their purchases. Achievements in the past do not guarantee performance in the future. The market or the floating price of investing targets might affect the net value of mutual funds. Therefore investors should have a comprehensive understanding about the risks and properties of mutual funds before subscribing.
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