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Mutual Funds

HSBC Direct Mutual Funds

HSBC Direct Mutual Funds HSBC Direct currently provides two methods for subscription:
 
HSBC Direct Mutual Funds

(1) Lump-sum subscription
Minimum investment amount: TWD10,000 or equivalent in USD
Investment method: Through HSBC Direct’s easy Do It Yourself (DIY)
platform, you can subscribe on-line 24 hours a day. By using the
mutual funds browsing platform on the HSBC Direct website, you
can search by mutual fund companies, fund types, onshore/offshore,
as well as by risk profile and most-browsed funds.
(2) Monthly Investment Plan
Minimum investment amount: TWD3,000 or USD100
Investment method:
1. Choose funds: By using the mutual funds browsing platform on
the HSBC Direct website, you can search by mutual fund
companies, fund types, onshore/offshore, as well as by risk profile
and most-browsed funds.
2. Choose debit date: According to your own needs, you can choose any date in a month as your debit date.
HSBC Direct’s two innovative services:
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.
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
the timing of market trends and make your investment plan more
flexible.( The debit date of Monthly Investment Plan only means
that HSBC Direct will deduct the total debit amount of you plan
from your designated debit account, and the actual order date will
be the next working day. )

HSBC Direct Mutual Funds How can I apply for HSBC Direct’s mutual funds?
 
HSBC Direct Mutual Funds If you are not yet an HSBC Direct customer:
Please click Apply Now to enter the on-line application process. After completing the process, Mutual Fund Services and TWD savings accounts will be opened at the same time and there is no need for additional application.

If you are already an HSBC Direct customer but have not yet activated your Mutual Fund Services account:
Please download the Mutual Fund Services Application Form from the HSBC Direct website, fill it in and then mail back the form to HSBC Direct; alternatively, you can visit any Direct Spot in an HSBC branch to complete the application.
Already an HSBC Direct customer New to HSBC Direct

* Note
"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.

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.

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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