FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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Flexible Investment Account 

Applications and guidance

    • Portfolio Bond endorsement request

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    • Flexible Investment Account application form

      Please use this application for investors wishing to invest in the Flexible Investment Account.

      Download

Forms

    • Change of asset form for the Flexible Investment Account

      Download
    • Request for withdrawal or surrender

      For use with Flexible Investment Account only.

      Download

Brochures and sales aids

    • Flexible Investment Account client brochure

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

      Download
    • Flexible Investment Account fund range

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    • Flexible Investment Account Product Summary

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

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Terms and conditions

    • Flexible Investment Accopunt Policy Terms

      The policy terms for the Flexible Investment Account with the Wealth Interactive endorsement

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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.