FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
Consumer
Share

Brochures and sales aids

  • Executive Investment Account client brochure - widest possible investment opportunities

    Client brochure promoting the benefits of investing in the Executive Investment Account.

    Download
  • Executive Investment Account - charges confirmation

    This document should be read in conjunction with the Executive Investment Account/Investment Account Policy Terms and the Product Summary, all of which explain how the charges are taken.  

    Download
  • Benefits of using Executive Investment Account and Investment Account sales aid

    This document highlights the main features of the Executive Investment Account and Investment Account.

    Download
  • Transferring Assets into the Executive Investment Account

    We offer a facility to transfer assets into the Executive Investment Account as part of your clients initial investment or as a subsequent top-up. This service allows your clients to switch an asset they already own into a EIA without charge.

    Download
  • Executive Investment Account product summary

    This document is a summary of the product and should be read before investing in the Executive Investment Account.

    Download

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.