The Bank of East Asia

Wealth Management

Latest Promotion

 

 

Fund Portfolio Builder Program Rewards

 

From now until 30th April, 2024, customers who have completed every Designated UT Transaction* via Fund Portfolio Builder in BEA Mobile are entitled to HK$ 100 cash rewards. Each Eligible Customer is entitled to the Offer 10 times (i.e. capped at HK$1,000) for each BEA All-in-one account during the Promotion Period.

 

*Designated UT Transaction refers to lump-sum subscriptions for Unit Trusts (“UT”) (excluding UT Monthly Investment Plan subscriptions, fund switching, fund redemption, transfer-in of funds, and fund subscriptions with a subscription fee of lower than 0.68%) via Fund Portfolio Builder in BEA Mobile.

 

Terms and Conditions apply. For details, please click here.

 

 Important Notice:

  • Investment involves risks. The price of units may go down as well as up, as the investments of a fund are subject to market fluctuations and the risks inherent in investments. You should not make an investment decision based solely on this material.
  • Before making any investment, you should refer to all relevant investment fund offering documents, including but not limited to the Explanatory Memorandum, for detailed information including risk factors.
  • The investment decision is yours, but you should not invest in the investment funds unless the intermediary who sells them to you has explained that the investment funds are suitable for you, having regard to your financial situation, investment experience, investment objectives and risk tolerance level.
  • The funds may not be available in all jurisdictions and/or may be subject to restrictions. If you are in doubt, you should seek independent professional advice.
  • Fund investments are NOT principal-protected and you could lose all of your Investment Amount in the worst-case scenario. Please note that the risk factors mentioned are not, and do not purport to be, exhaustive.
  • This material has not been reviewed by the Securities and Futures Commission in Hong Kong.
  • The information provided in this promotional material is intended solely for informational purposes and does not constitute an offer, solicitation, invitation, or advice to subscribe to any securities or investment products.
  • For distribution of investment products: In respect of an eligible dispute (as defined in the Terms of Reference for the Financial Dispute Resolution Centre in relation to the Financial Dispute Resolution Scheme) arising between BEA and the customer out of the selling process or processing of the relevant transaction, BEA is required to enter into a Financial Dispute Resolution Scheme process with the customer; however, any dispute over the contractual terms of the product should be resolved between the third party service provider and the customer directly.