Fidelity’s Personal Investment
by Hon Wah Choi (CL2008)
IMPORTANT: The information below is intended for Hong Kong residents and is for reference only
There are a lot of investment options out there to choose from. At Fidelity, we strive to provide you with products and services that can help in your decision-making process.
Fidelity has a range of investment solutions covering all regions, industrial sectors and asset classes to suit your needs. Check out how you can make use of our services to maximize the growth potential of your investments.
Introduction to Fidelity Personal Investing
Please call our Fidelity Investor Hotline at +852 2629 2629 or e-mail to HKEnquiry@fil.com to get in touch with one of our Client Services Representatives for more information about Fidelity Personal Investing and our special offer to MSGF students and alumni.
1. Description of the special offer
From our standard fees and pricing schedule (https://www.fidelity.com.hk/en/what-we-offer/personal-investing/fees-and-pricing), MSGF students or alumni can enjoy the sales charge of the “US$500,000 - below US$1,000,000” tier - 0.9% for equity and other funds, 0.45% for bond funds and 0% for cash funds - for any initial investment amount below US$500,000.
For investment over US$100,000, our clients can also receive personalized guidance from a dedicated Private Client Manager. Please refer to attached flyer for more information.
2. Terms and conditions
This offer is only available to current students or graduates of the MSGF program, and documentary proof is required before account opening to enjoy this special offer.
Only Hong Kong residents in Hong Kong can open a Fidelity Personal Investing account, and the account opening process must take place in Hong Kong.
This offer is only applicable to the initial subscription made directly into Fidelity funds and non-Fidelity managed funds through FIL Investment Management (Hong Kong) Limited.
The sales charge of the “US$500,000 - below US$1,000,000” tier - 0.9% for equity and other funds, 0.45% for bond funds and 0% for cash funds - will apply to initial subscription deal (excluding deal placed as part of the Monthly Investment Plan) successfully placed from 1 February 2021 to 30 June 2021, both dates inclusive. Upon conclusion of this offer, original sales charge rates or standard sales charge rates will be applied.
Where necessary, you should seek independent professional advice.
Other fees and charges apply, please refer to relevant offering documents for details.
Fidelity reserves the right to cancel, change and modify the offer or related Terms and Conditions at any time without further notice.
In case of disputes, the decision of FIL Investment Management (Hong Kong) Limited shall be final and conclusive.
FIL Limited and its subsidiaries are commonly referred to as Fidelity or Fidelity International. Fidelity, Fidelity International, the Fidelity International logo and F symbol are trademarks of FIL Limited. Any person considering an investment should seek independent advice.
The information contained in this material is only accurate on the date such information is published on this material.
Investment involves risks. Please refer to the relevant offering documents, including Product Key Facts (including the risk factors) for details. If Investment returns are not denominated in HKD/ USD, US/HK dollar-based investors are exposed to exchange rate fluctuations.
The material is issued by FIL Investment Management (Hong Kong) Limited and it has not been reviewed by the Securities and Futures Commission (“SFC”).