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Investment Service Offer

A wide range of wealth management services help you build a complete investment portfolio

Latest Offer

For New Investment Service CustomersFor New Investment Fund CustomersFor Investment Fund Transfer-in CustomersTRANSACTION REWARD FOR FOREIGN EXCHANGE

Offer 1: TRANSACTION REWARD FOR NEW-TO-INVESTMENT-SERVICE-TYPE CUSTOMERS



During the Promotion Period, customers who successfully subscribe or set up any of the following New Investment Service Types up to the required accumulated transaction amount can receive a Transaction Reward:



Investment Service Type

Accumulated Transaction Amount for
EACH New Investment Service Type
(HK$ equivalent)

Transaction Reward
VIP Banking Customers
(maximum HK$ 500)
Non-VIP Banking Customers
(maximum HK$ 300)
  • Investment Fund
  • Equity Linked Investment
  • Currency Linked Premium Deposit /
    Currency Linked Principal Guaranteed Deposit
  • Currency Switching
HK$ 300,000 or above One New Investment
Service Type: HK$ 500
One New Investment
Service Type: HK$ 300


Investment involves risks. The above offer is subject to the relevant terms and conditions. For details, please refer to the terms and conditions below or contact the customer service officers at the Investment Service Section of the Bank.

Offer 2: ACCUMULATED TRANSACTION REWARD FOR NEW INVESTMENT FUND CUSTOMERS



New Investment Fund customers who successfully subscribe to Investment Fund during the Promotion Period can receive a commission fee rebate of up to HK$ 20,000:



Accumulated Investment Fund Subscription Amount (HK$ equivalent) Commission Fee Rebate Amount (maximum HK$ 20,000)
HK$ 500,000 - below HK$ 1,000,000 HK$ 1,000
HK$ 1,000,000 - below HK$ 2,000,000 HK$ 3,000
HK$ 2,000,000 - below HK$ 4,000,000 HK$ 8,000
HK$ 4,000,000 or above HK$ 20,000


Investment involves risks. The above offer is subject to the relevant terms and conditions. For details, please refer to the terms and conditions below or contact the customer service officers at the Investment Service Section of the Bank.

Offer 3: TRANSACTION REWARD FOR INVESTMENT FUND TRANSFER-IN



Customers who successfully transfer in Investment Fund during the Promotion Period can enjoy a reward of up to HK$ 3,800:



Accumulated Investment Fund Transfer-in Amount (HK$ equivalent) Transaction Reward (maximum HK$ 3,800)
HK$ 300,000 - below HK$ 800,000 HK$ 500
HK$ 800,000 - below HK$ 2,000,000 HK$ 1,500
HK$ 2,000,000 or above HK$ 3,800


Investment involves risks. The above offer ;is subject to the relevant terms and conditions. For details, please refer to the terms and conditions below or contact the customer service officers at the Investment Service Section of the Bank.

Offer 4: TRANSACTION REWARD FOR FOREIGN EXCHANGE



During the Promotion Period, customers who conduct foreign exchange transactions through the Bank can receive a reward:



Exchange Amount of SINGLE Foreign Exchange Transaction
(HK$ equivalent)
Transaction Reward for
VIP Banking Customers
(maximum HK$ 150)
Transaction Reward for
Non-VIP Banking Customers
(maximum HK$ 50)
HK$ 50,000 or above HK$ 150 HK$ 50


Investment involves risks. The above offer is subject to the relevant terms and conditions. For details, please refer to the terms and conditions below or contact the customer service officers at the Investment Service Section of the Bank.

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RISK DISCLOSURE:

 

Currency Switching – Investment involves risks. You could lose your entire investment. Foreign currency investments are subject to exchange rate fluctuation which may provide both opportunities and risks. The fluctuation in the exchange rate of foreign currency may result in losses in the event that the customer converts the foreign currency into Hong Kong dollar or other foreign currencies. Before making any investment decision, you should consider your investment experience, investment objectives and risk tolerance level and read carefully the relevant product leaflet and relevant offering documents in order to understand the nature of and the risks associated with Currency Switching. The deposit with FX forward contract set up through Currency Switching is not a protected deposit and is not protected by the Deposit Protection Scheme in Hong Kong.

 

Currency Linked Premium Deposit – Transaction of Currency Linked Premium Deposit is complicated and involves risks of loss. You should refer to the relevant offering documents and understand the nature and risks involved of this investment product before investing in Currency Linked Premium Deposit. Currency Linked Premium Deposit is not equivalent to time deposit, not principal-protected and should not be regarded as a substitute for time deposit. Currency Linked Premium Deposit is not a protected deposit and is not protected by the Deposit Protection Scheme in Hong Kong.

 

Currency Linked Principal Guaranteed Deposit – Currency Linked Principal Guaranteed Deposit is a structured investment product and is not equivalent to time deposit. It is not a protected deposit and is not protected by the Deposit Protection Scheme in Hong Kong. This product is only principal protected if customers hold it till maturity. Regarding the product details of Currency Linked Principal Guaranteed Deposit, please refer to the relevant offering documents.

 

Equity Linked Investment – Equity Linked Investment is not equivalent to time deposits and is not principal protected. You could lose your entire investment. Regarding the product details and risk disclosure of Equity Linked Investment, please refer to relevant offering documents. If you have any questions on the nature and related risks of this investment product, you should seek necessary and appropriate professional advices before making your investment decision.

 

Investment Fund Service – Investment involves risks. The price of funds fluctuates, sometimes dramatically. The price of fund may move up or down and may become valueless. Losses may be incurred as well as profits made as a result of buying and selling funds. Past performance is no guide to future performance. Before making any investment decision, investors should consider their investment experience, objectives and risk tolerance level and read carefully the terms and conditions and the risk factors contained in the relevant offering documents. If investors are in doubt about the nature of or the risks associated with this investment product, investors should obtain any necessary and appropriate professional advice before investing.

  

Foreign Currency Trading – Investment involves risks. Foreign currency investments are subject to exchange rate fluctuation which may provide both opportunities and risks. The fluctuation in the exchange rate of foreign currency may result in losses in the event that the customer converts the foreign currency into Hong Kong dollar or other foreign currencies. Foreign currency rates of exchange may adversely affect the value, price or income of any security or related investment mentioned in this document. This document does not purport to identify all the risks that may be involved in the product or investments referred to in this document. Before making investment decision, investors should read and understand the offering documents of such products, including but not restricted on the risk disclosure statement and health warning.

 

Currency Risk Disclosure – Exchange of renminbi (RMB) to HKD or other currencies is subject to currency exchange rate fluctuation. Customers should bear the risk of RMB exchange rate fluctuations which may cause profit or loss if customer chooses to convert RMB to HKD or other currencies. RMB is currently subject to exchange controls imposed by the PRC government, the exchange rate may be easily affected by change in government policies.

 

 

IMPORTANT NOTES 

Currency Switching, Currency Linked Premium Deposit, Currency Linked Principal Guaranteed Deposit, Equity Linked Investment and Investment Fund are investment products. Some Investment Funds, Currency Linked Premium Deposits, Currency Linked Principal Guaranteed Deposits and Equity Linked Investments are structured products involving derivatives. This investment decision is yours but you should not invest in this product unless Dah Sing Bank, Limited has explained to you that this product is suitable for you having regard to your financial situation, investment experience and investment objectives.


This service/product is not targeted at customers in the European Union.

Unless the context requires otherwise, this document does not constitute any offer, invitation or recommendation to any person to enter into any investment transaction nor does it constitute any prediction of likely future movements in prices of any investment products. This document has not been reviewed by the Securities and Futures Commission or any regulatory authority in Hong Kong.

Investment involves risks.