FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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Brochures and sales aids

  • Investment Account client brochure

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

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  • Investment Account Product Summary

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

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  • Investment Account Illustrations

    As the Investment Account is open to non-accredited investots, we require the applicant(s) to submit a signed personalised illustration.

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  • 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.

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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.