Wealth Management Account
Instant credit facility of up to HK$10 million# in multi currencies to increase your liquidity is available upon successful application.
Empower Your capital by freeing up your assets, from bonds, investment funds, equities, designated structured investment products to cash deposits in various major currencies.
Overview Your portfolio at a glance with the Consolidated Statement.
# Terms and Conditions apply. Please contact your Relationship Manager for Terms and Conditions. The Credit Facility, which offers an aggregate limit of up to HK$10 million, is subject to the final decision of the Bank at its discretion based on the circumstances. The aggregate outstanding indebtedness and liabilities under a Credit Facility is determined by the Bank from time to time with reference to the aggregate amount of the market value of the secured assets provided for securing the indebtedness and liabilities under that Credit Facility as discounted down by a percentage for the secured assets.
How to Apply
- Make an appointment for Wealth Management Accounts opening
- Terms and Conditions for Accounts under Wealth Management Investment Portfolio (Wealth Management Accounts)
- Supplemental China Connect Terms and Risk Disclosures (Shanghai & Shenzhen Stock Connect)
- Financial Needs Analysis
- Consent for Disclosure of Identification Data to Mainland China entities under China Connect Service (“Consent”)
Reminder: To borrow or not to borrow? Borrow only if you can repay!
Investment Funds and Bonds are investment products and some of them may involve derivatives.
Structured Investment Products are structured products involving derivatives (all the above mentioned products are altogether “the Products”). The investment decision is yours but you should not invest in the Products unless DBS Bank (Hong Kong) Limited（星展銀行（香港）有限公司）(the “Bank”) who sells them to you has explained to you that the Products are suitable for you having regard to your financial situation, investment experience and investment objectives.
Securities trading is an investment. The prices of stocks fluctuate, sometimes dramatically. The price of a stock may move up or down and may become valueless. It is as likely that losses will be incurred rather than profits made as a result of trading stocks. The investment decision is yours but you should not invest in any stock unless you have taken into account that the relevant stock is suitable for you having regard to your financial situation, investment experience and investment objectives.
Customers should be aware that the prices of the Callable Bull / Bear Contracts and Warrants may fall in value as rapidly as they may rise and holders may sustain a total loss of their investment. The Bank does not provide securities advisory service. Any person considering an investment should seek independent advice on the investment suitability when considered necessary.
The above information is not and shall not be considered as investment advice. It does not constitute any offer or solicitation of offer to subscribe, transact or redeem any investment product. Investment involves risk. Past performances are not indicative of future performances. You should carefully read the product offering documentation, the account terms and conditions and the product terms and conditions for detailed product information and risk factors prior to making any investment. If you have any doubt on this material or any product offering documentation, you should seek independent professional advice.