Skip to main content
Log in

Literature library

Filter

Category
Literature type

IFS for mainland policyholder

  • Type: pdf
  • Ref: 13007
  • Published: 22/11/2021

CIP/EIP important facts statement and declaration (English)

  • Type: pdf
  • Ref: 10959
  • Published: 20/06/2022
Please use this application form for professional investors wishing to invest in the Executive Investment Plan. Please note that you will also need to fill out the relevant Tax Declaration and Self Certification document.

CIP/ EIP important facts statement and declaration (Chinese)

  • Type: pdf
  • Ref: 10960
  • Published: 20/06/2022
Please use this application form for professional investors wishing to invest in the Executive Investment Plan. Please note that you will also need to fill out the relevant Tax Declaration and Self Certification document.

WMP important facts statement (Chinese)

  • Type: pdf
  • Ref: 10539
  • Published: 22/11/2021

WMP important facts statement (English)

  • Type: pdf
  • Ref: 9214
  • Published: 22/11/2021

EWA Important Facts Statement (English)

  • Type: pdf
  • Ref: 9152
  • Published: 22/11/2021

EWA Important Facts Statement (Chinese)

  • Type: pdf
  • Ref: 9153
  • Published: 22/11/2021

HK IFS CIB EIB charging structures A and B (Chinese)

  • Type: pdf
  • Ref: 9120
  • Published: 22/11/2021
Charging structures: A and B.

HK IFS CIB EIB charging structures C (Chinese only)

  • Type: pdf
  • Ref: 9121
  • Published: 22/11/2021
Charging structure: C-RA variations.

HK IFS AD form for Managed Capital Account (Chinese)

  • Type: pdf
  • Ref: 9122
  • Published: 22/11/2021