Hong Kong, 18 July 2023 – KGI Asia’s Monthly Investment Plan is now accepting online applications. Clients can now apply for the Monthly Investment Plan at any time via KGI Asia Power Trader and WebTrade through a streamlined user interface, making investments convenient and accessible. In addition, the plan’s eligible stock list has expanded to 112 names for clients to choose from, allowing them to build a stock portfolio with a designated monthly contribution toward their investment goals.
Plan Benefits
• Low entry barrier: monthly contributions can be as low as HK$1,000.
• Mitigate short-term risk: the plan employs dollar-cost averaging to help reduce the impact of short-term market volatility on portfolio returns.
• Flexible investing: liquidity to sell stocks (including fractional shares) at any time, with easy adjustments to the selected portfolio and monthly contributions.
• Easy management: via KGI Asia’s online investment platform, clients can instantly view portfolio data, saver plan background, and electronic statements.
KGI Asia states: “The Monthly Investment Plan is mainly suitable for (1) investors with limited knowledge of the investment market, (2) investors who don’t have time to research and monitor markets long-term, (3) long-term investors, and (4) investors with limited principal. To meet the fast-paced lives and investment needs of younger clients, we have developed an online application platform for the Monthly Investment Plan and simplified the application process, giving clients a more convenient investment experience, enabling them to take the first step into investing with fixed monthly sums, allowing small amounts to accumulate over time and build wealth.”
For details about KGI Asia’s Monthly Investment Plan, please visit: https://www.kgi.com.hk/en/products-overview/wealth-products/stock-mip
Three Simple Steps to Complete the Plan Application
Note:
1. KGI Asia means KGI Asia Limited.
DISCLAIMER
All the information contained in this document is not intended for use by persons or entities located in or residing in jurisdictions which restrict the distribution of this document by KGI Asia Limited (“KGI”), or any other affiliates of KGI. Such information shall not constitute investment advice, or an offer to sell, or an invitation, solicitation or recommendation to subscribe for or invest in any securities, insurance or other investment products or services nor a distribution of information for any such purpose in any jurisdiction. In particular, the information herein is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities in the United States of America, or to or for the benefit of United States persons (being residents of the United States of America or partnerships or corporations organised under the laws of the United States of America or any state, territory or possession thereof). All the information contained in this document is for general information and reference purpose only without taking into account of any particular investor’s objectives, financial situation or needs and may not be redistributed, reproduced or published (in whole or in part) by any means or for any purpose without the prior written consent of KGI. Such information is not intended to provide any legal, financial, tax or other professional advice and should not be relied upon in that regard. All investments involve risks. 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. You are advised to exercise caution and undertake your own independent review, and you should seek independent professional advice before making any investment decision. You should carefully consider whether investment is suitable in light of your own risk tolerance, financial situation, investment experience, investment objectives, investment horizon and investment knowledge.