FOR FINANCIAL ADVISERS ONLY

FOR FINANCIAL ADVISERS ONLY

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HOW TO INVEST

New investments

Investing in the Researched Range is simple. Once a client has decided which of the Researched Funds they want to invest in, you can do this online through Wealth Interactive in the same way as you would select funds from our open architecture range.

Switching into the Researched Range

If you have a client currently invested in other funds who would like to move into the Researched Funds, you can simply switch their fund choice online through Wealth Interactive.

Don’t forget, you can use the Risk Profiler tool on Wealth Interactive to help match your client to a Managed Solution fund, or simply to help your client assess and understand their risk profile in order to help them build their own portfolio.

Log in to Wealth Interactive now to start using the Researched Range of funds for your clients.

Financial Adviser Verification

The content of this site is for advisers only. It is not for the use of Hong Kong advisers. You can change the regional content by selecting a region from the drop down box in the top right-hand corner.