Investment involves risk (including the possibility of loss of the capital invested). Prices of investment products may go up as well as down and may even become valueless. Past performance information presented is not indicative of future performance. Investors should not only base on this marketing material alone to make any investment decision, but should read in detail the offering documents and the Risk Disclosure Statement of the relevant investment products.
Risk Disclosure of SimplyFund Account:
- Investors should note that all investments involve risks (including the possibility of loss of the capital invested), prices or value of investment fund units may go up as well as down and past performance information presented is not indicative of future performance. Investors should read carefully and understand the relevant offering documents of the investment funds (including the fund details and full text of the risk factors stated therein) and the Notice to Customers for Fund Investing before making any investment decision. Investment funds are investment products and some may involve derivatives. Investors should carefully consider their own circumstances whether an investment is suitable for them in view of their own investment objectives, investment experience, preferred investment tenor, financial situation, risk tolerance abilities, tax implications and other needs, etc., and should understand the nature, terms and risks of the investment products. Investors should obtain independent professional advice if they have concerns about their investment.
- Not all of the investment funds that are distributed by Hang Seng Bank Limited (the “Bank”) are available here. Only specific funds are available for subscription with this account. If you are looking for other investment funds or investment products, please visit our branches or our websites for more information.
- In respect of the investment funds available for subscription with this account at the moment, they are provided either by the Bank’s wholly owned subsidiary, Hang Seng Investment Management Limited, or by the Bank’s affiliates HSBC Global Asset Management (Hong Kong) Limited.
Invest in funds with as little as HKD1?
SimplyFund’s one-stop fund investment services are easy to use and allow you to take your first step in investing with ease, anytime anywhere!
Start your fund investment with HKD1 only
Whether you are an investment beginner or experienced investor, start fund investment at your fingertips with HKD1 via SimplyFund online fund trading platform.
Monthly fee as low as $0
Simple and transparent fees with no limit for the number of transactions and no additional charges. Calculation of the investment costs is simple even for investment beginners who would like to start investing from a penny.
| Monthly Average Portfolio Value | Monthly Account Fee |
|---|---|
| Below HKD5,000 | HKD0 |
| HKD5,000 to HKD100,000 | HKD20 |
| Above HKD100,000 | 0.05% |
For detail please refer to the information in "Fee" under "Useful links"
Enjoy a wealth of useful investment fundamental
knowledge
Numerous short articles explaining different jargons and misconceptions in fund investment facilitate your learning of the basics about investment funds. Even investment beginners can subscribe funds with ease through our easy-to-operate online fund platform.
Diversified funds for your selection
Covering Global, mainland China and Hong Kong markets, our diversified portfolio on SimplyFund online fund trading platform provides a range of equity funds, bond funds or balanced funds to meet your investment needs.
SimplyFund Account Opening Reward
From 1 October 2024 to 31 December 2024 (the “Promotion Period”), Eligible customers1 who successfully opened a SimplyFund Account can get fund units with value of HKD20.
QUOTA
5,000 quotas
（First come, first served with limited quota）
（First come, first served with limited quota）
Reminder!
Only Eligible Customers who hold a valid
Risk Profiling Questionnaire record can
enjoy the account opening reward. Remember to
refresh your Risk Profiling Questionnaire record
if it’s expired too.
Fund units with value of
HKD20
HKD20
SimplyFund Subscription Offer
From 1 July to 30 September 2024, successfully subscribe
for funds via the SimplyFund Account of up to HKD5,000
or above and subscribe another designated investment
product with designated amount, can enjoy
HKD100 cash rewards!
Learn more
Learn more
Learn more
Terms and ConditionsTerms and ConditionsTerms and Conditions
for Online Investment Services Subscription Offer.
Refer your friends to open a SimplyFund Account and get
HKD100 cash reward each
Simply Refer, Easy Earn
You can subscribe for funds with
as little as HKD1 via SimplyFund! Sharing
is caring. Refer this low threshold investment service
to your friends, who are probably waiting for the
opportunity!
Here comes the chance! During the promotion period, Selected Customers2 simply share the referral code and refer family or friends to open a SimplyFund Account and subscribe for funds in any amount, can easily earn HKD100 cash reward each!
Here comes the chance! During the promotion period, Selected Customers2 simply share the referral code and refer family or friends to open a SimplyFund Account and subscribe for funds in any amount, can easily earn HKD100 cash reward each!
Refer your friends and get
HKD100 cash reward each
Step 1: Simply Refer
Selected customer2 will receive the
designated referral code
via MMS, simply share the referral code with
your family and friends3.
Step 2: 2 Simple Tasks
Your family and friends simply have to complete the
following 2 designated items via Hang Seng Mobile
App with the referral code (“Successful Referral”)!
Designated Task 1
Successfully opened a SimplyFund Account with
referral code input
Designated Task 2
Successfully subscribed for funds via
SimplyFund Account at any amount
Easy Earn
Both you and
your friend can earn
HKD100 cash reward each
upon each Successful Referral!
As a reminder, your family and friends can have a
chance to get fund units with value of
HKD20 upon SimplyFund
Account opening.
Terms and ConditionsTerms and ConditionsTerms and Conditions
apply to the SimplyFund Account Referral Reward offer.
- Only applicable to Preferred Banking and Integrated Account personal customers who did not have a SimplyFund Account on or before 30 September 2024, and hold a valid Risk Profiling Questionnaire record.
- The selected customer must be an Eligible Customer with existing SimplyFund Account or who newly opened SimplyFund Account during the Promotion Period, who has provided “Opt-in for all marketing channels” or “Opt-in for partial marketing channels” for MMS from Marketing Preferences. This offer is not applicable to the staff of the Bank. The Referrer is prohibited to claim themselves as an employee or agent of the Bank, and not allowed to have any relationship with the SimplyFund Account of the Referee.
- The refereed family and friends must be an Eligible Customer who did not have a SimplyFund Account on or before 30 September 2024.
The above offer is not and should not be considered as an offer or solicitation to deal in any of the investment products or services mentioned herein. Where necessary, please seek professional advice from an independent financial consultant.
Update / Download Hang Seng Personal Mobile App
Explore SimplyFund
Explore SimplyFund
Notes:
- The mobile app is free of charge, but normal banking and transaction charges may apply when you conduct transactions via the app. Please refer to the Bank's service charges for details. In addition, customers are responsible for any fees and charges which may be levied by relevant telecommunication service provider from time to time. For any queries on charges for internet access, please contact your mobile network service provider.
- The mobile app can be accessed via the network of any local or overseas telecommunications service provider. You can use a 2G, 3G, HSDPA, 4G or Wi-Fi service. However, you must have a mobile internet service plan and handset that can support Internet access. Access to the Internet may also involve set-up procedures on your handset for some fixed IP SIM cards. Please check with your telecommunication service provider for details and up-to-date instructions. The connection speed may vary for different telecommunication service providers, different data usage plans, and different geographical locations. If you experience a slow response when mobile web browsing or during data transmission, please check with your telecommunication service provider. Customers are responsible for any fees and charges which may be levied by relevant telecommunication service provider from time to time. For any queries on charges for internet access, please contact your telecommunication service provider.
- Android, Google Play and the Google Play logo are trademarks of Google LLC.
- Apple, the Apple logo, and iPhone are trademarks of Apple Inc., registered in the US and other countries. App Store is a service mark of Apple Inc.
