Terms and Conditions:

  1. To enjoy this offer, Wealth Management customers (including joint-account holders) should meet the following requirements: (i) take up or are using Wealth Management Service during the period from 24 January to 31 March 2011 ("Promotion Period"); (ii) set up new "Monthly Stocks Savings Plan" during the Promotion Period and start the contribution for 6 consecutive months during the period from 24 January 2011 to 30 September 2011 ("Contribution Period"); and (iii) not terminate the existing "Monthly Stocks Savings Plan" (for customers who start the savings plan on or before 23 January 2011) during the Promotion Period.
  2. This offer is not applicable to customers who cancel Wealth Management Service, terminate the contribution of "Monthly Stocks Savings Plan" or change the payment method during the Contribution Period.
  3. Customers should pay the handling fee first (handling fee for each plan is 0.25% of the contribution amount and the minimum charge is HK$50). The discounted amount will be credited to the customers' settlement account as cash rebate on or before the eighth contribution month.
  4. The discounted amount of 50% off handling fee offer will be based on the first 3 months handling fee paid during the Contribution Period. The actual minimum monthly handling fee will be HK$25.
  5. Customers should hold valid Wealth Management Service, "Monthly Stocks Savings Plan", securities account and securities settlement account at the time of discounted amount being credited. Otherwise, this offer will be withdrawn.
  6. Each customer can enjoy the offer once. If a customer sets up more than one "Monthly Stocks Savings Plan" during the Promotion Period, the discounted amount calculation will be based on the "Monthly Stocks Savings Plan" with the lowest total contribution amount during the Contribution Period.
  7. If customers increase the contribution amount, increase or reduce the number of stocks of the existing "Monthly Stocks Savings Plan" (for customers who start the "Monthly Stocks Savings Plan" on or before 23 January 2011), it will not be considered as new "Monthly Stocks Savings Plan". The Bank reserves the right to determine at its sole discretion the definition of new "Monthly Stocks Savings Plan".
  8. This offer cannot be used in conjunction with other offers for "Monthly Stocks Savings Plan".