Commission fee waiver for the first US$1,000 of monthly contribution of each stock at each time for online application
Minimum installment amount as US$10 for each stock**
Adjustable amount / US stocks based on the market situation or investment strategies
Simple and user-friendly platform show average purchase prices and dividend history
Client can select number of contributions per month, maximum twice a month
Monthly Investment Plan Schedule
50% off for dividend collection fee - monthly US stock Investment Plan
| * | Customers who choose ETFs need to verify the relevant risk. |
| ** | Minimum installment of USD10 for each US stock, with an additional amount of USD10 or its multiple as each installment. No restriction on the number of US stocks applied. If the contribution amount is not sufficient to buy one share, the monthly contribution for that month will be automatically suspended once. |
| Charges |
|---|
| Commission: Free ^ |
| Custody Fee: Waived |
| Platform Fee: Waived |
^ Terms and conditions apply. Commission fee waiver for the first US$1,000 of monthly contribution of each stock at each time, followed by 0.15%, no minimum charges. (Not Included trading fee and other charges).
^^ A non-U.S. person holding a U.S. stock position would be subjected to a 30% US withholding tax (reduced by treaty) on dividend payments.
| 1 | 2 | 3 | 4 |
|---|---|---|---|
|
Open CHIEF Global Stocks Account Client can open additional Global Stocks account via Chief Trader” Mobile APP ONLINE APPOINTMENT |
Login to “Chief Trader” Mobile APP 
|
Apply for Monthly US Stocks Investment Plan |
Debit from the Global Stocks Account Reminder: Please ensure that a sufficient amount has to be deposited into the Global Stock account before 3:00 p.m. of the payment day. |
Last Purchase Date: 2024-12-20 Next 5th Trading Date: 2025-01-08 Next 15th Trading Date: 2025-01-22
Monthly Purchase Date 2:00 p.m. (HK Time Zone)
Monthly Purchase Date 3:00 p.m. (HK Time Zone)
during the US Stock Trading Hours
