The Bank of East Asia

Wealth Management

Latest Promotion


 

 




You can help offset market volatility using a "dollar-cost averaging" strategy. Accumulate wealth and reach your financial goals easily by investing in funds through regular monthly contributions.

- During the promotional period, customers who successfully subscribe to funds through our Monthly Investment Plan can enjoy:

                 0% Subscription fee for the first 12 months

 

How to use the BEA App to subscribe to a Unit Trusts Monthly Investment Plan?

                                                

 Promotion runs till 30 June 2023, Terms and Conditions apply.

 

For details, please contact your relationship manager or visit any BEA branch.

Enquiry Hotline 2211 1311

Remarks:

  1. The 0% subscription fee for the first 12 months is only available for individual All-in-one account (SupremeGold/Supreme Account/i-Account/BEA GOAL) customers (the “Eligible Customers”) of The Bank of East Asia, Limited (“BEA”). For joint accounts, only the primary account holder is entitled to the offer.
  2. To be eligible for the 0% subscription fee for the first 12 months (the “Offer”), Eligible Customers must (i) successfully subscribe to the funds through the Monthly Investment Plan at a branch or through Cyberbanking during the Promotional Period; (ii) make a monthly investment of HK$100 or above; and (iii) invest in the Monthly Investment Plan for at least 12 consecutive months.
  3. Customers are required to pay the fund subscription fees through their individual All-in-one account or BEA Credit Card (if applicable) up front. The amount of the fund subscription fees will then be credited as a cash rebate to the Eligible Customer’s savings account within the All-in-one account according to the date of the exchange rate conversion and cash rebate crediting month as set out in the below table.

Monthly Investment Plan subscription month

Date of the exchange rate conversion (convert to HKD)

Cash rebate crediting date

(on or before)

October 2022 - June 2023

31 May, 2024

31 July, 2024

  1. The Offer only applies to a maximum monthly contribution of HK$10,000 for the Monthly Investment Plan. A 1.68% subscription fee will apply to the part of monthly contributions that over HK$10,000. For details, please contact BEA staff.
  2. Each Eligible Customer is entitled to receive the offer once only.
  3. Unless otherwise specified, all offers are valid until 30 June, 2023. All offers are subject to terms and conditions.

 


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. Past performance is not indicative of future performance. Investors should not make an investment decision based solely on this material.
  • Before making any investment, investors should refer to all relevant investment funds’ offering documents, including but not limited to the Explanatory Memorandum, for detailed information including the risk factors.
  • The investment decision is yours but you should not invest in an investment fund unless the intermediary who sells it to you has explained to you that the investment fund in question is suitable for you having regard to your financial situation, investment experience, and investment objectives.
  • The funds may not be available in all jurisdictions and may be subject to restrictions. If investors are in doubt, independent professional advice should be sought.
  • Fund investments are not protected deposits under the Deposit Protection Scheme or covered by the Investor Compensation Fund in Hong Kong. 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. Before making any investment decision, you should refer to all relevant offering documents for detailed information including the risk factors.
  • This material has not been reviewed by the Securities and Futures Commission in Hong Kong.

Disclaimer:


The information in this document (i) is provided solely for informational purposes, and for reference only, (ii) does not constitute any offer, solicitation, invitation or advice to buy or sell any securities or investment products, and (iii) is subject to change without notice. BEA makes no guarantee, representation, or warranty as to the accuracy, adequacy, or completeness of the contents of this document, and under no circumstances will BEA be liable for any loss, costs, damages, or any other disadvantage caused by the use of or reliance on the contents of this document. Investment involves risk. Before making an investment decision, investors should refer to the relevant investment product offering documents for detailed information including the risk factors. Investors should not make any investment decision based on this document. If investors are in doubt, independent professional advice should be sought. BEA hereby expressly disclaims any liabilities in connection with the use of or reliance on the contents of this document.

Issued by The Bank of East Asia, Limited 東亞銀行有限公司

 



Fund Subscription Promotion on Cyberfund Centre
and BEA Mobile App*
 
 

Start your fund investment journey with a time-limited subscription fee offer! Enjoy the preferential subscription fees below when you make a lump-sum fund subscription via the BEA App* or Cyberfund Centre:

                                        Preferential fund subscription fees

 

SupremeGold /

SupremeGold Private Customers 

Supreme/

BEA GOAL/

i-Account Customers

CorporatePlus

 Customers

Fund subscription amount equals or above HK$300,000 equivalent per transaction

1.25% 1.50% 1.50%
Fund subscription amount below HK$300,000 equivalent per transaction

1.50% 1.50% 1.75%

*BEA Mobile App is not applicable to CorporatePlus customers

All the products, services and offers above are subject to Terms and Conditions.

 

Terms and Conditions


Enquiry Hotline 2211 1311


Important Notices:

Investment involves risks. The price of units may go down as well as up as the investments of a fund are subject to the 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 the risk factors.

The investment decision is yours but you should not invest in the investment funds unless the intermediary who sells it to you has explained to you that the investment funds are suitable for you having regard to your financial situation, investment experience, and investment objectives.

The funds may not be available in all jurisdictions and/or may be subject to restrictions. If you are in doubt, independent professional advice should be sought.

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.

 

 

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