Stock Monthly Investment Plan

Gives you a new investment direction

Why you’ll love this

Lower your average cost potentially through dollar cost averaging

Enjoy flexibility on your investments

Large initial investment can sometimes be a deterrent. With our stock monthly investment plan, you now have another way to invest wisely. Start your investment planning today.

Features and Benefits
Benefit from Dollar Cost Averaging

Benefit from Dollar Cost Averaging

By investing regularly, you will buy more of a given share when the price drops and fewer shares when the price rises. In the long run, this investing strategy can help smooth out ups and downs and lower your average cost per share.

By investing regularly, you will buy more of a given share when the price drops and fewer shares when the price rises. In the long run, this investing strategy can help smooth out ups and downs and lower your average cost per share.

Regular & Low Investment Amount in Blue Chip Stocks and "H" Shares

Regular & Low Investment Amount in Blue Chip Stocks and "H" Shares

With a monthly investment amount as low as HKD1,000, you can start investing in your chosen stocks for the long term. You also have the flexibility to invest more in any month1.

Eligible stock list of Stock Monthly Investment Plan 

With a monthly investment amount as low as HKD1,000, you can start investing in your chosen stocks for the long term. You also have the flexibility to invest more in any month1.

Eligible stock list of Stock Monthly Investment Plan 

Automate Your Currency Transactions

Convenient Payment Method

Your monthly investment will be automatically debited from your designated account on the date you set. You can also use your OCBC Credit (Hong Kong) Limited Card2 for monthly payments to enjoy up to a 54-day interest-free period.

Your monthly investment will be automatically debited from your designated account on the date you set. You can also use your OCBC Credit (Hong Kong) Limited Card2 for monthly payments to enjoy up to a 54-day interest-free period.

Procedure for setting up a Stock Monthly Investment Plan through Personal eBanking

1

Log in to Personal eBanking

2

Select Investment - Stock Monthly Investment Plan

3

Follow the instructions to complete an application

For unregistered customers, please apply for our eBanking Service and open an Investment Account at any OCBC Bank branch.

Get Started

Open an Investment account and start your trading journey

Remarks

  1. The monthly investment amount should be the multiple of HKD500. Handling fee of each purchase transaction is charged at 0.25% (minimum HKD50) and will be included in the monthly investment. Stamp duty, transaction levy, Financial Reporting Council transaction levy and trading fee are excluded in the said handling fee.
  2. If the monthly investment is settled by Credit Card, such amount will not entitle any rewards under "Cash Rebate" and "OCBC Bank Mileage" Scheme.

OCBC Securities Brokerage (Hong Kong) Limited, a subsidiary of OCBC Bank and an exchange participant of the Stock Exchange of Hong Kong Limited, is the official broker of OCBC Bank.



Important Notice and Risk Disclosure
Please note that investment involves risks, including the substantial loss of the principal amount invested. The prices of investment products may move up or down, sometimes dramatically, and may become valueless. Past performance is not indicative to future performance. It is as likely that losses will be incurred rather than profits made as a result of buying and selling in investment products. If the investment involves Renminbi, you should note that the value of Renminbi against other currencies fluctuates and will be affected by, amongst other things, the PRC’s government control. You should also note that Renminbi is currently not freely convertible and the offshore Renminbi exchange rate may deviate significantly from the onshore Renminbi exchange rate. Foreign currency-denominated transactions involve currency risks. Fluctuations in currency rates may result in significant losses in the amount invested in the event that the currency denomination of the transaction exchanges to another currency.

Nothing in this promotional material constitutes an investment advice or an offer or an inducement to any person to acquire, purchase or subscribe for any investments, products or services referred to herein. Investor should not invest solely based on this promotional material. You should carefully read the offering documentation for detailed product information and risk factors prior to making any investment decision. If you have any doubt, you should seek independent professional advice. This promotional material is prepared by OCBC Bank, the contents have not been reviewed by any regulatory authority in Hong Kong.