Secure a brighter future by investing on a regular basis, disregard of volatility
HK Stocks Savings Plan
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Affordable investment for steady income
The simplicity of HK Stocks Savings Plan allows me to invest on a small budget at regular intervals. I can further invest using the dividends to maximize the return with the perks of compound interest.

Joey (22) University Student
Key Benefits
Check how KGI Asia helps you to invest a fixed amount regularly
Regular Saving Approach
Ideal for keep track of your investment with a regular saving approach.
Dollar Cost Averaging
Acquiring shares at different prices and lower the average cost per share in the long run.
MONTH
MONTHLY CONTRIBUTION (HKD)
INVESTMENT AFTER TRANSACTION FEE (HKD)
SHARE PRICE (HKD)
NUMBER OF SHARES
MONTH
January
MONTH
January
MONTHLY CONTRIBUTION (HKD)
1,000
MONTHLY CONTRIBUTION (HKD)
1,000
INVESTMENT AFTER TRANSACTION FEE (HKD)
950
INVESTMENT AFTER TRANSACTION FEE (HKD)
950
SHARE PRICE (HKD)
16.40
SHARE PRICE (HKD)
16.40
NUMBER OF SHARES
57
NUMBER OF SHARES
57
MONTH
February
MONTH
February
MONTHLY CONTRIBUTION (HKD)
1,000
MONTHLY CONTRIBUTION (HKD)
1,000
INVESTMENT AFTER TRANSACTION FEE (HKD)
950
INVESTMENT AFTER TRANSACTION FEE (HKD)
950
SHARE PRICE (HKD)
7.55
SHARE PRICE (HKD)
7.55
NUMBER OF SHARES
125
NUMBER OF SHARES
125
MONTH
March
MONTH
March
MONTHLY CONTRIBUTION (HKD)
1,000
MONTHLY CONTRIBUTION (HKD)
1,000
INVESTMENT AFTER TRANSACTION FEE (HKD)
950
INVESTMENT AFTER TRANSACTION FEE (HKD)
950
SHARE PRICE (HKD)
8.50
SHARE PRICE (HKD)
8.50
NUMBER OF SHARES
111
NUMBER OF SHARES
111
MONTH
April
MONTH
April
MONTHLY CONTRIBUTION (HKD)
1,000
MONTHLY CONTRIBUTION (HKD)
1,000
INVESTMENT AFTER TRANSACTION FEE (HKD)
950
INVESTMENT AFTER TRANSACTION FEE (HKD)
950
SHARE PRICE (HKD)
11.50
SHARE PRICE (HKD)
11.50
NUMBER OF SHARES
82
NUMBER OF SHARES
82
MONTH
May
MONTH
May
MONTHLY CONTRIBUTION (HKD)
1,000
MONTHLY CONTRIBUTION (HKD)
1,000
INVESTMENT AFTER TRANSACTION FEE (HKD)
950
INVESTMENT AFTER TRANSACTION FEE (HKD)
950
SHARE PRICE (HKD)
13.60
SHARE PRICE (HKD)
13.60
NUMBER OF SHARES
69
NUMBER OF SHARES
69
MONTH
June
MONTH
June
MONTHLY CONTRIBUTION (HKD)
1,000
MONTHLY CONTRIBUTION (HKD)
1,000
INVESTMENT AFTER TRANSACTION FEE (HKD)
950
INVESTMENT AFTER TRANSACTION FEE (HKD)
950
SHARE PRICE (HKD)
14.95
SHARE PRICE (HKD)
14.95
NUMBER OF SHARES
63
NUMBER OF SHARES
63
MONTH
Total
MONTH
Total
MONTHLY CONTRIBUTION (HKD)
6,000
MONTHLY CONTRIBUTION (HKD)
6,000
INVESTMENT AFTER TRANSACTION FEE (HKD)
5,700
INVESTMENT AFTER TRANSACTION FEE (HKD)
5,700
SHARE PRICE (HKD)
(Average Cost) 12.08
(Average Cost per Share) 11.24
SHARE PRICE (HKD)
(Average Cost) 12.08
(Average Cost per Share) 11.24
NUMBER OF SHARES
507
NUMBER OF SHARES
507
The above table highlights how monthly movements in securities prices can have a significant effect on the size of your portfolio. In the above example, you contribute HKD1,000 each month for a stock and purchase 507 shares of the stock over six months at an average share cost of HKD11.24. Dollar cost averaging therefore enables you to buy shares close to their average price over the period. Average cost per share is calculated by dividing the total "Investment after Transaction Fee" by the total "Number of Shares".
The List of Stocks for HK Stocks Savings Plan
Stock Code
Stock Name
Stock Code
Stock Name
Stock Code
1
Stock Name
CK HUTCHISON HOLDINGS
Stock Code
857
Stock Name
PETRO CHINA COMPANY LTD
Stock Code
2
Stock Name
CLP HOLDINGS
Stock Code
883
Stock Name
CNOOC
Stock Code
3
Stock Name
HK & CHINA GAS
Stock Code
939
Stock Name
CCB
Stock Code
4
Stock Name
THE WHARF (HOLDINGS)
Stock Code
941
Stock Name
CHINA MOBILE
Stock Code
5
Stock Name
HSBC HOLDING
Stock Code
992
Stock Name
LENOVO GROUP
Stock Code
6
Stock Name
POWER ASSETS
Stock Code
1038
Stock Name
CKI HOLDINGS
Stock Code
8
Stock Name
PCCW
Stock Code
1171
Stock Name
YANZHOU COAL
Stock Code
11
Stock Name
HANG SENG BANK
Stock Code
1299
Stock Name
AIA
Stock Code
12
Stock Name
HENDERSON LAND
Stock Code
1398
Stock Name
ICBC
Stock Code
16
Stock Name
SHK PPT
Stock Code
2318
Stock Name
PING AN

*The above list is subject to change from time to time without prior notice.

KGI Asia Power Trader
One Stop Trading Platform
Notes for trading
Details of HK Stocks Savings Plan
Minimum Monthly Contribution HKD 1,000 or above in multiples of HKD 500 per month for each selected stock.
Monthly Transaction Fee 0.25% on monthly contribution or HKD50 for each selected stock, whichever is higher, inclusive of any stamp duty, transaction levy, trading fee and settlement fee.
 

Minimum Monthly Contribution

HKD 1,000 or above in multiples of HKD 500 per month for each selected stock.

Monthly Transaction Fee

0.25% on monthly contribution or HKD50 for each selected stock, whichever is higher, inclusive of any stamp duty, transaction levy, trading fee and settlement fee.

Units Purchase

The monthly contribution minus transaction fee will be invested into the relevant stock1selected by you based on the relevant Purchase Price2on the Fixing Date3.

Payment Method

By autopay4through your bank account.

Payment Date5

Payment for the monthly contributions must be received by KGI on the 8th of each month or the next working day (i.e. a day other than Saturday, Sunday or Public Holiday) if such day is a non-working day.

Remarks:

  1. The number of shares of the selected stock(s) to be allocated to your Trading Account with KGI will be rounded down to the nearest whole number of shares.
  2. The purchase price of a particular stock acquired for you will be determined by its closing price on the relevant Fixing Date based on the information provided by Hong Kong Exchanges and Clearing Limited on their website www.hkex.com.hk under "Daily Quotations" or, if such information is unavailable, determined by KGI in a fair and reasonable manner.
  3. The third trading day of The Stock Exchange of Hong Kong Limited ("HKSE") after the Payment Date.
  4. You have to submit the Direct Debit Authorization Form. If you have any existing autopay arrangement with KGI, you must use the same bank account previously designated. For the first and second monthly contributions, you have to make such payment by a crossed cheque drawn by you in favor of "KGI Asia Limited" for the total amount. Thereafter, payments will be debited automatically from your bank account on each Payment Date.
  5. KGI reserves the right from time to time to specify any other date as the Payment Date.

 

Risk Disclosure Statements & Other Provisions
  1. The prices of securities fluctuate, sometimes dramatically. The price of a securities 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.
  2. The HK Stocks Savings Plan (the "Plan") does not assure a profit, nor does it protect against loss in declining markets, or against a loss if you withdraw from the Plan when the value of your shares is less than the cost of the shares you purchased.
  3. KGI reserves the right but not the obligation to acquire for itself or on behalf of any of its affiliates any odd lot(s) of any stock in your Trading Account from time to time. The selling price of the odd lot(s) shall be determined solely by KGI.
  4. KGI is not acting as your investment adviser and where necessary, you shall seek your own independent professional advice before making any investment decision.
  5. Amendment
    • Your monthly contributions for each selected stock and/or your choice of stock(s) may be amended any time by written notice to KGI;
    • If you wish to increase your monthly contributions, you are required to submit a revised Direct Debit Authorization Form; and
    • Any changes on Direct Debit Authorization Form require about 45 working days to process.
  6. Termination
    • Either KGI or you may terminate the Plan or the use of the Plan (as the case may be) at any time on the giving of not less than one (1) month's prior written notice to the other;
    • KGI may terminate the Plan forthwith at any time without notice to you if you fail to pay your monthly contribution on any Payment Date; and
    • Any termination shall not affect the respective rights and obligations of you and KGI accrued prior to such termination.
  7. You accept that KGI may deliver documents and contract notes to you in electronic form to your e-mail address.
  8. If KGI does not receive your monthly contribution(s) in full or at all by the Payment Date for any reason, KGI shall have the discretion not to execute any purchase order for you or to execute such order in any manner as KGI may think fit.
  9. If trading in your selected stock is suspended on the HKSE on any Fixing Date, the relevant amount of monthly contribution(s) received will be applied to invest in the stock as soon as reasonably practicable once the suspension has been lifted. In that case, the purchase price of the stock acquired for you will be determined by its closing price on the date of such acquisition or, if such information is unavailable, determined by KGI in a fair and reasonable manner.
  10. KGI reserves the right to reject or cancel your purchase order either in whole or in part without any prior notice or assigning any reason therefore.
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