A1:

Investment fund is also known as a unit trust or mutual fund. Such a fund pools together the resources from individual investors and is managed by professional fund managers. Investors can choose from an array of funds which invests in equities, bonds, currencies and derivatives, etc.

A2:

A3:

If you wish to open an investment fund account, please visit any of our branches.

A4:

If you are unable to access the service, you can still make your orders at any of our branches or call our Customer Service Hotline at 2290 8888 (press 3 after language selection) for enquiries.

A1:

This can be done provided that you have established Internet Investment Fund Trading facilities with DBS. While you are abroad, you will be subject to the laws and regulations of that jurisdiction and are solely responsible to ensure that all transactions you perform over your investment fund account are in compliance with those laws and regulations.

A2:

If you wish to open an investment fund account, please visit any of our branches or open the account through DBS iBanking.

A3:

To open a personal investment fund account via any DBS branches, please provide the following supporting documents:

• A copy of Hong Kong I.D. document (e.g. ID card, passport etc.)
• Proof of home address (e.g. utility bills, Tax Assessment Note, Government Rates Demand Note)
• Written consent from your employer if your employer is a registered person with the Securities and Futures Commission of Hong Kong (HKSFC).

A4:

Before applying for an investment fund account, you are required to complete a Financial Needs Analysis (FNA) (Please see Section 8 - Financial Needs Analysis).

The steps for opening an investment fund account online:

• Accept the Investment Products Consolidated Terms and Conditions
• Accept the Risk Disclosure Statements
• Make the Customer Declarations and Undertakings
• Fill in the applicant’s details
• Submit the application

Once your application is successfully submitted, the account will become effective after 4 working days.

A5:

This service is only available to holders of a valid HKID or passport and a Packaged Account with Multi-Currency Account in his/her sole name who have registered for DBS iBanking. Moreover, we do not currently accept online application for investment fund account opening by the following person(s):

• An employee or a director of a Licensed Corporation or Registered Institution under the Securities and Futures Ordinance; or
• A resident or citizen of the United States of America.

A6:

No. An initial deposit is not required for opening an investment fund account in DBS.

A1:

You can subscribe/redeem/switch those investment funds via DBS iBanking, which are distributed by DBS and managed by the relevant fund houses with offering documents available online.

A2:

A3:

The minimum investment amount is HKD20,000 or its equivalent in foreign currency.

A4:

You can refer to 'DBS Code' through the fund search of Fund Analytical Tool, and then enter into 'Fund Code' to search the investment fund details for the subscription.

A5:

If your order is received by the Bank before the cut-off time, the order will be processed by us on the same day. Otherwise, it will be sent to the relevant fund house on the next business day for further processing. For the details of the cut-off time, please go to: http://www.dbs.com.hk/en/consumer/investments/pdf/fund_cutoff.pdf

A6:

A7:

You can enquire your transaction for a period of up to 60 days.