Section 7 Investment Fund Trading

General FAQ
  General
Q1
 What is an investment fund?
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.

Q2
 2. How can I trade investment funds via the Internet?
A2

You have to open a Treasures Priority Banking account or DBS Wealth Account with an investment fund account and multi-currency saving account, complete FNA and register for our DBS iBanking services on the Internet.

Q3
 How do I open an investment fund account with DBS?
A3
If you wish to open an investment fund account, please visit any of our branches.

Q4
 What should I do if the investment trading service of DBS iBanking is not responding?
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.

  Investment Fund Trading
Q1
 What funds can I subscribe/redeem/switch via DBS iBanking?
A1
You can subscribe and redeem those investment funds via DBS iBanking, which are available online and managed by the relevant fund houses with offering documents. For fund switching, please visit any of our branches to process.

Q2
 Can I subscribe and redeem investment fund at any time?
A2

You can subscribe/redeem investment fund at any time, but the order will be processed in accordance with the cut-off time for the Fund prescribed by the Bank. For those order received by the Bank after the cut-off time, the Fund will be processed by the Bank on the next business day.

Q3
 What is the minimum investment amount?
A3

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

Q4
 How can I subscribe an investment fund by the search of Fund Code?
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.

Q5
 When will my order instruction be processed?
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

Q6
 Can I amend/cancel my order online?
A6

Once you have submitted the order instruction, you cannot amend/cancel the order online. For making order amendment/cancellation, please visit any of our branches to process.

Q7
 How long can I view the transaction history?
A7
You can enquire your transaction for a period of up to 60 days.

  Fund Analytical Tool
Q1
 What kind of information can be obtained in “Fund Analytical Tool”?
A1

You enable to search your target funds by “Quick Search” or “Advanced Search”, compare fund features and performance by “Fund Comparison” and help you analyze your self-defined portfolio by “Fund Portfolio Analysis”.

Q2
 How can I find the fund offering document?
A2

You can obtain the offering documents via “Quick Search” or “Advanced Search” and click on the tab of “Documents”.

 
 
 
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