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Monthly Stock Savings Plan is a flexible investment tool which allows you to invest in a number of selected blue chips or high quality stocks with a monthly contribution amount of as low as HK$1,000. Through the regular and flexible monthly contribution, you can take advantage of the benefits of dollar cost averaging and set up a disciplined saving plan to build a relatively strong investment portfolio.
| Monthly Contribution Amount | The minimum monthly contribution amount for each stock is HK$1,000 (Extra contribution must be in multiples of HK$500). |
| Monthly Net Contribution Amount | Handling fees will be deducted from the monthly contribution amount before purchasing the stock. |
| Contribution Date | The 10th of each month # |
| Transaction Date and Time | 2nd trading day after the Contribution Date, 1 hour after market opens ## |
| Handling Fees | 0.2% min. HK$50, including all the handling fees: commission, stamp duty, transaction levy and transaction charge |
| Sell Commission | 0.2% min. HK$50, excluding all the handling fees: stamp duty, transaction levy and transaction charge |
| Purchase Price / Amount | The average price of all shares purchased with the pooled Monthly Net Investment Amount. The residual investment amount will remain in the Plan account. |
| Application / Amendment / Termination Cut-off Date | Application: Step 1: Open an Account Online in 6 minutes Step 2: Complete the "Monthly Stock Savings Plan Form" and submit to UOB Kay Hian via email to clientservices@uobkayhian.com.hk Amendment / Termination Cut-off Date: The cut-off date for applications to amend or terminate the Plan is 5 trading days before the Contribution Date. To adjust your Monthly Stock Savings Plan, you can submit the "Monthly Stock Savings Plan Form" to your Account Executive or send the soft copy of the form to our Client Services Department via email to clientservices@uobkayhian.com.hk. |
| Payment Method |
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| Termination Fee | No charges |
# The Contribution date of the "Monthly Stock Savings Plan" is on the tenth day of each month. If such day is a non-HKEX trading day, contribution day will fall on the next HKEX trading day.
## The Company will purchase stocks for you on the second HKEX trading day after the contribution date, one hour after market opens in the morning session.
