Terms and conditions of promotion offers:
-
“TrendyTogether” customers who buy / sell securities through
designated trading channel can enjoy $0 brokerage fee and $0
safe custody fee offers ("this promotion")
-
Promotion period is from 1 January 2025 until 31 December 2025
(both dates inclusive)(“Promotion Period”).
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This promotion is only applicable to personal banking
customers who taken up Integrated Account Services, holding
single-name securities account (exclude securities margin
account and family securities account)(“Eligible Securities
Account”) with Bank of China (Hong Kong) Limited (“BOCHK”)
during the Promotion Period and the age calculated in birth
year is between 18 to 30 (including 18 and 30)(“Eligible
Customers”).
-
Eligible Customers who have successfully completed a
transfer transaction via BOCHK Mobile Banking / BoC Pay
“Transfer/FPS” function, of which the transfer should be
made at least HK $1 to a third-party payee (not applicable
of transferring to the payer’s same name accounts of BOCHK
and / or other banks), and also have entered a message as
“TrendyTogether” at the “Message to payee” field (“Transfer
task”). It will automatically join the TrendyTogether
("Eligible TrendyTogether Customer"), and enjoy this
promotion.
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Eligible TrendyTogether Customers who conduct buying and / or
selling transaction of securities listed on the Hong Kong
Exchanges and Clearing Limited (“HKEx”) and settled in HKD or
RMB (exclude Monthly Stocks Savings Plan and IPO subscription)
or securities listed on Shanghai Stock Exchange (“SSE”) or
Shenzhen Stock Exchange (“SZSE”) and settled in RMB or
securities listed on New York Stock Exchange (NYSE), NASDAQ or
NYSE Amex Equities Market and settled in USD through Mobile
Banking, Internet Banking, Automated Stock Trading Hotline,
Manned Investment Trading Hotline or branches of BOCHK via
Eligible Securities Account during Promotion Period (“Eligible
Transaction”), will entitle $0 brokerage fee offer for the
first HK$500,000 accumulated Eligible Transaction amount in
each month. Also enjoy $0 safe custody fee offer during
Promotion Period (“This Promotion Offer”).
-
The monthly accumulated Eligible Transaction amount will be
calculated on a monthly basis and reset on the first calendar
day of each calendar month.
-
If the monthly stock trading amount exceeds HK$500,000,
Eligible TrendyTogether Customers will be required to pay the
brokerage fee of the exceed part as per standard tariff listed
in
"Securities Services Charges".
-
The brokerage fee settled in RMB or USD will be converted into
HKD at the exchange rate determined by BOCHK on the day when
the brokerage fee is calculated.
Eligible TrendyTogether Customers must should pay the
brokerage fee of buying and / selling transactions and
safe custody fee first.
BOCHK will calculate the brokerage fee and safe custody fee
rebate based on the following completion date of the Transfer
task and the following trading Eligible Transaction period,
the brokerage fee and safe custody fee will be credited in
form of cash into Eligible TrendyTogether Customers’ valid HKD
settlement account on the following rebate date. If Eligible
New TrendyTogether Customer holds more than one HKD settlement
account, BOCHK has the discretion to credit the brokerage fee
and safe custody fee to any one of HKD settlement account.
-
The date of successful registration is 1 January 2025
until 31 March 2025 (both dates inclusive)
Trading Eligible Transaction period
Rebate date
1 January 2025 until 31 March 2025
(both
dates inclusive)
1 April 2025 until 30 June 2025
(both dates
inclusive)
On or before 30 June 2025
On or before 30 September 2025
1 July 2025 until 30 September 2025
(both
dates inclusive)
1 October 2025 until 31 December 2025
(both
dates inclusive)
On or before 31 December 2025
On or before 31 March 2026
-
The completion date for Transfer task is from 1 April 2025
until 30 June 2025 (both dates inclusive)
Trading Eligible Transaction period
Rebate date
1 April 2025 until 30 June 2025
(both dates
inclusive)
On or before 30 September 2025
1 July 2025 until 30 September 2025
(both
dates inclusive)
1 October 2025 until 31 December 2025
(both
dates inclusive)
On or before 31 December 2025
On or before 31 March 2026
-
The date of successful registration is 1 July 2025 until
30 September 2025 (both dates inclusive)
Trading Eligible Transaction period
Rebate date
1 July 2025 until 30 September 2025
(both
dates inclusive)
1 October 2025 until 31 December 2025
(both
dates inclusive)
On or before 31 December 2025
On or before 31 March 2026
-
The date of successful registration is 1 October 2025
until 30 September 2025 (both dates inclusive)
Trading Eligible Transaction period
Rebate date
1 October 2025 until 31 December 2025
(both
dates inclusive)
On or before 31 March 2026
-
Other transaction fees still apply, including but not
limited to transaction charge, Hong Kong stamp duty,
transaction levy charged by the Securities and Futures
Commission of Hong Kong, trading fee charged by HKEx, stamp
duty charged by the State Administration of Taxation,
securities management fee charged by China Securities
Regulatory Commission, handling fee charged by SSE or SZSE,
transfer fee charged by China Securities Depository and
Clearing Corporation Limited, US stocks SEC fee and FINRA
fee.
-
Eligible TrendyTogether Customers should maintain valid
Integrated Account Services, Eligible Securities Account and
HKD settlement account at the time when the brokerage fee and
safe custody fee are credited, otherwise the offer will be
forfeited and no rewards will be issued and no rewards will be
obtained in any other form.
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$0 brokerage fee offer for selling odd lots:
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Promotion period is from 1 January 2025 until 31 March 2025
(both dates inclusive)(“Promotion Period”).
-
This offer is only applicable to personal banking customers
who maintain single-name securities account (“Eligible
Customers”) with BOCHK.
-
This offer is not applicable to joint-name securities account.
-
Eligible Customers who are buying odd lots listed on HKEx and
settled in HKD or RMB via NotALot of BOCHK Mobile Banking
during the Promotion Period, and selling odd lots listed on
HKEx and settled in HKD or RMB (excluding the transactions of
underlying stock along with odd lots) via BOCHK Mobile Banking
or Internet Banking during Promotion Period, will be entitled
to brokerage fee reduction for each selling transaction
(“Brokerage Fee Reduction”). There is no maximum limit on the
transaction count and Brokerage Fee Reduction amount.
-
The brokerage fee settled in RMB will be converted into HKD at
the exchange rate determined by BOCHK.
Eligible Customers should pay the brokerage fee of
selling transactions first.
The Brokerage Fee Reduction will be credited to the settlement
account of Eligible Customers on or before 30 June 2025.
-
If an Eligible Customer holds more than one settlement
account, BOCHK has the discretion to credit the Brokerage Fee
Reduction to any one of the settlement accounts.
-
Other transaction fees still apply, including but not
limited to Hong Kong stamp duty, transaction levy charged
by the Securities and Futures Commission of Hong Kong and
trading fee charged by HKEx.
-
Eligible Customers should maintain valid securities account
and relevant settlement account at the time when the Brokerage
Fee Reduction is credited, otherwise the offer will be
forfeited.
Reminder: To borrow or not to borrow? Borrow only if you can repay!
General terms:
-
The above offers are only applicable to personal banking
customers.
-
The above products, services and offers are subject to the
relevant terms and conditions. For details, please refer to the
relevant promotion materials or contact BOCHK branch staff.
-
BOCHK reserves the right to amend, suspend or terminate the above
products, services and offer and to amend the relevant terms at
any time at its sole discretion.
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Customers need to pay for the relevant data generated by
downloading and/ or using BOCHK Mobile Banking or any designated
BOCHK Mobile Applications mentioned above by themselves.
-
Please download BOCHK Mobile Applications from official
application stores or BOCHK website, and ensure the search wording
is correct.
-
By using BOCHK Mobile Applications and/ or Mobile Banking or
Online Banking, the viewer agrees to be bound by the content of
the disclaimer and policy as it may be amended by BOCHK from time
to time and posted on BOCHK Mobile Applications and/ or Mobile
Banking or Online Banking.
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In case of any dispute, the decision of BOCHK shall be final.
-
Should there be any discrepancy between the English and Chinese
versions of this promotion material, the Chinese version shall
prevail.
Important Notice of Trading Odd Lots:
- Only accept "Market Order" instructions.
-
Only accept not more than 10 transaction instructions per trading
day.
-
Will not accept buying odd lots through Mobile Banking via
securities margin accounts.
-
Upon receipt of the customer's confirmation of the buy instruction
of a Market Order, the transaction amount and additional charges
(including brokerage fees and other charges) will be calculated
based on the 10 spreads from the nominal price quoted at the time
when the order is processed. The sum will be withheld from your
available investment amount.
- Only accept "Market Order" instructions.
-
Only accept not more than 10 transaction instructions per trading
day.
-
Will not accept buying odd lots through Mobile Banking via
securities margin accounts.
-
Upon receipt of the customer's confirmation of the buy instruction
of a Market Order, the transaction amount and additional charges
(including brokerage fees and other charges) will be calculated
based on the 10 spreads from the nominal price quoted at the time
when the order is processed. The sum will be withheld from your
available investment amount.
-
For the odd lot selling order, if no "odd lot price" is input, the
odd lot order would be executed at the price in the odd lot
market, which may deviate by several spreads from the nominal
price. The order type of such odd lot orders would be a "Market
Order".
-
If the proceeds of the odd lot selling order are less than the
related charges, the customer must pay the difference.
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The buy instruction of a Market Order will be submitted to the
market for matching once with the 10 best price queues in the
prevailing market and within the range of a maximum of 10 spreads
above the nominal price at the time when the order is processed,
provided that the order price is not lower than 0.01 of the
denominated currency of the relevant stock. The final execution
price may deviate considerably from the nominal price at the time
of order placement. Any unexecuted orders will be automatically
cancelled at once.
-
Stock transactions will be settled on the 2nd trading day after
the trade day (T+2 Settlement).
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All unexecuted orders will be cancelled after the market closes.
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The processing time is related to the stock liquidity and the
number of odd lot shares.
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Due to the manual processing of odd lot orders, there is no
definite range of price difference between the odd lots and the
board lots. Such orders may take longer to process and are not
guaranteed to be executed.
-
Normally, the execution price of an odd lot order will have
several spreads worse than that of a board lot order. BOCHK does
not guarantee that investors can execute the odd lot orders at the
best prices. The odd lot selling order under monthly savings plan
would be executed at the prevailing price of the board lot market.
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HKEx stipulates that the number of odd shares purchased and sold
shall not exceed one board lot. When choosing odd lot order
trading, an order with a share quantity equal to or exceeding one
board lot of the stock will be rejected.
-
The quantity of odd lot stocks can be accumulated to reach one
board lot in securities account. However, BOCHK Mobile Banking and
Internet Banking do not provide the service of splitting one board
lot stocks into odd lots for stocks selling.
-
The buying odd lot stock list is subject to change by BOCHK from
time to time without prior notice.
-
By using BOCHK’s odd lot trading services, you agree to the terms
set out in this Important Notice.
Risk Disclosure:
The following risk disclosure statements cannot disclose all the
risks involved and does not take into account any personal
circumstances unknown to BOCHK. You should undertake your own
independent review and seek independent professional advice before
you trade or invest especially if you are uncertain of or have not
understood any aspect of the following risk disclosure statements or
the nature and risks involved in trading or investment. You should
carefully consider whether trading or investment is suitable in
light of your own risk tolerance, financial situation, investment
experience, investment objectives, investment horizon and investment
knowledge.
Risk Disclosure of Securities Trading
Risk of Securities Trading
Monthly Stocks Savings Plan is not equivalent to, nor should it be
treated as a substitute for, time deposit. The prices of securities
fluctuate, sometimes dramatically. The price of a security may move
up or down, and may become valueless. It is as likely that losses
will be incurred rather than profit made as a result of buying and
selling securities.
Risk of Securities Margin Trading
The risk of loss in financing a transaction by deposit of collateral
is significant. You may sustain losses in excess of your cash and
any other assets deposited as collateral with the licensed or
registered person. Market conditions may make it impossible to
execute contingent orders, such as "stop-loss" or "stop-limit"
orders. You may be called upon at short notice to make additional
margin or interest payments. If the required margin or interest
payments are not made within the prescribed time, your collateral
may be liquidated without your consent. Moreover, you will remain
liable for any resulting deficit in your account and interest
charged on your account. You should therefore carefully consider
whether such a financing arrangement is suitable in light of your
own risk tolerance, financial situation, investment experience,
investment objectives, investment horizon and investment knowledge.
You are reminded to understand the relevant details, risks, charges
and important notes before investing in Shanghai A shares or
Shenzhen A shares. For details, please read the
“Important Notice of Trading China A Shares and A Shares Margin
Trading via Shanghai-Hong Kong Stock Connect and Shenzhen-Hong
Kong Stock Connect”
in BOCHK’s website or the branch staff of BOCHK.
RMB Conversion Limitation Risk
RMB investments are subject to exchange rate fluctuations which may
provide both opportunities and risks. The fluctuation in the
exchange rate of RMB may result in losses in the event that the
customer converts RMB into HKD or other foreign currencies. Currency
exchange is also subject to cost (being the spread between the buy
and sell of RMB). RMB is currently not fully freely convertible.
Individual customers can be offered CNH rate to conduct conversion
of RMB through bank accounts and may occasionally not be able to do
so fully or immediately, for which it is subject to the RMB position
of the banks and their commercial decisions at that moment.
Customers should consider and understand the possible impact on
their liquidity of RMB funds in advance.
Important Notice of US Securities
You should fully understand the details, risks, charges and
important notice before invest in US securities. You should seek
advice from your professional advisors as to your particular tax
position, including but not limited to estate duty and withholding
tax that might arise from investing in overseas products.
US securities investment services are not applicable to US persons
and might only be applicable to limited jurisdiction. Any person
considering an investment should seek independent advice on the
suitability or otherwise of the particular investment.
Since the server requires regular maintenance services, the system
will not be able to provide the trading, fund transfer, checking
securities custody, enquiring transaction records and corporate
action services at the following time: Hong Kong time Mondays to
Saturdays 12:00pm – 12:30pm.
Since the server requires additional maintenance services, the
system will not be able to provide the trading, fund transfer and
corporate action services (enquiry function remains normal) at the
following time: Hong Kong time daily 12:45pm – 5:30pm (during
Standard Time in the United States - from the first Sunday in
November to the second Sunday in March) or 11:45am – 4:30pm (during
Daylight Saving Time in the United States - from the second Sunday
in March to the first Sunday in November).
This promotion material does not constitute any offer, solicitation,
recommendation, comment or guarantee to the purchase, subscription
or sale of any investment product or service and it should not be
considered as investment advice.
This promotion material is issued by BOCHK and the contents have not
been reviewed by the Securities and Futures Commission of Hong Kong.
