*From now until 31 March 2023, if you have successfully opened an Investment Account, for the first 180 days from the date of account opening, you will receive a monthly cash rebate, amount of which shall be equal to Eligible Deposit X Cash Rebate Rate. If you have successfully placed mutual fund(s) subscription order(s) with an one-time investment and/or monthly investment with accumulated amount of not less than HKD 20,000 (or equivalent) with your investment account on or before 31 March 2023, you can even enjoy an additional monthly cash rebate for the first 180 days from the date of account opening, amount of which shall be equal to Eligible Deposit X Bonus Cash Rebate Rate. Please note that: (a) Eligible Deposit refers to the HKD fund placed in your Core Account capped at HKD100,000. (b) Cash Rebate Rate shall be equal to 2.80% minus the current prevailing interest rate applicable to your Core Account, (c) Bonus Cash Rebate Rate shall be 1.00%. This program is not applicable to any loan customers in WeLab Bank. Terms and conditions apply. For more details, please click HERE.
^From now until 31 March 2023, if you are an existing customer of our Wealth Management Services and have successfully placed mutual fund(s) subscription order with an one-time investment and/or monthly investment order(s) with accumulated amount of not less than HKD 20,000 (or equivalent), for the first 180 days from the first successful order placement date, you will receive a monthly cash rebate, amount of which shall be equal to Eligible Deposit X Cash Rebate Rate, in which: (a) Eligible Deposit refers to the HKD fund placed in your Core Account capped at HKD100,000, (b) Cash Rebate Rate shall be equal to 3.80% minus the current prevailing interest rate applicable to your Core Account. This program is not applicable to any loan customers in WeLab Bank. Terms and conditions apply. For more details, please click HERE.
#It is the estimated time for submission of Investment Account opening application only, actual time may vary depending on factors.
(1) You may set up your investment goal via our Wealth Management Services on the WeLab Bank app, including the relevant investment horizon and one-time investment and monthly investment amounts. Our algorithm will recommend you a model portfolio based on your investment goal as well as your relevant personal circumstances. If you accept the recommendation, we will follow your instruction to process your one-time investment, and invest the monthly investment amount set by you in the model portfolio each month automatically. We will provide you various types of alerts/notifications, including but not limited to alerts/notifications about the status of your investment goal. However, such alerts/notifications are not investment advice. You may view the status of your investment goal and edit your investment goal on the WeLab Bank app according to your needs. The services are not discretionary asset management services. Any recommendation provided under the services is not a guarantee that you will achieve your investment goal.
(2)“Dollar cost averaging” provides no guarantee to your investment return and do not eliminate the risks involved in investment.
(3) Performance information of the model portfolios available under GoWealth Digital Advisory Services is based on the NAV-to-NAV of the relevant constituent funds in US dollar from 30 June 2022 to 31 January 2023. Past performance is not indicative of future results.
(4) Based on the NAV-to-NAV of the relevant constituent funds in US dollar from 1 November 2022 to 31 January 2023, the investment return of the best performing GoWealth portfolio is 19.7% and, after rounding to the nearest integer, 20%. “Beating US equity index” means the abovesaid investment return of the best performing GoWealth portfolio is higher than the increase of the U.S. S&P 500 Total Return Index (USD) in the same period (6.2%). Information is for illustration purposes only. Past performance is not indicative of future results.
This webpage is for information only and does not constitute any offer, solicitation, recommendation, comment or any guarantee to the purchase or sale of any investment products or services. The investment products or services mentioned in this webpage are not equivalent to, nor should it be treated as a substitute for, time deposit.
Investment involves risk. The price of an investment fund unit may go up as well as down and the investment funds may become valueless. Part of your investment may not be able to liquidate immediately under certain market situation. Please refer to our Wealth Management Services Terms (including relevant risk disclosures) and relevant fund offering documents for more details of our services as well as the nature and risks of the relevant products.
The investment decision is yours but you should not invest in these product(s) nor services unless the intermediary who sells them to you has explained to you that these products are suitable for you having regard to your financial situation, investment experience and investment objectives.
Before making any investment decisions, you should consider your own financial situation, investment objectives and experiences, risk acceptance and ability to understand the nature and risks of the relevant product(s).
If you have any inquiries on the nature and risks involved in this webpage, relevant product(s) and services, trading or investment funds etc, you should seek advice from independent financial adviser.
The information contained on this website is intended for Hong Kong residents only and should not be
construed as a distribution, an offer to sell, or a solicitation to buy any securities in any jurisdiction where such activities would be unlawful under the laws of such jurisdiction. If you are outside of Hong Kong, we may not be authorised to offer or provide you with the products and services available through this website in the country or region you are located or resident in.
This webpage is issued by Welab Bank Limited. The contents of this webpage have not been reviewed by the Securities and Futures Commission in Hong Kong.
