Service fee of DBS Treasures/DBS Treasures Private Client account if failed to maintain minimum balance

For DBS Treasures customers, if you failed to maintain HKD1,000,000 monthly average account balance, you will be charged maintenance fee HKD 200 per month. For TPC customers, if you failed to maintain HKD8,000,000 monthly average account balance, you will be charged maintenance fee HKD 400 per month.

DBS Treasures

Monthly maintenance fee

Monthly average account balance (including deposits and/or HKD200 per month investments, calculated on a calendar month basis on the last day of relevant calendar month) over the previous 3 consecutive months falls below HKD1,000,000, (or its equivalent in foreign currency(ies))

HKD 200 per month

DBS Treasures Private Client

Monthly maintenance fee

Monthly average account balance (including deposits and/or HKD200 per month investments, calculated on a calendar month basis on the last day of relevant calendar month) over the previous 3 consecutive months falls below HKD1,000,000, (or its equivalent in foreign currency(ies))

HKD 400 per month

 

  • If customer’s portfolio does not meet the requirement (maintain a balance of at least HKD8,000,000 or its equivalent in any other currency in investable assets), the account will not be force to close, but wealth management services enjoy will be subject to changes.

  • Changes include fewer product choices, different investment order placement process, and the existing risk profile derived from the “Investment Objective Setting Questionnaire” will become ineffective.

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