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                Important Information

                1. Investment in the Funds is not the same as placing funds on deposit with a bank or deposit-taking institution. The manager has no obligation to redeem units at the issue price. Investors may be subject to risks related to Funds.
                2. Investors may be subject to substantial losses.
                3. Investors should not solely rely on this document to make any investment decision, but should read in detail the offering documents and the risk disclosures of the relevant investment products.
                Bringing your fund investment journey within reach

                <p>J.P. MORGAN DIRECT Investment Platform</p>

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                Why J.P. Morgan DIRECT Investment Platform?

                Investing from HK$1,000

                With eScheduler, start the habit of investing with a lower investment threshold

                180+ Fund Choices

                Invest directly in funds offered by J.P. Morgan, helping you to build stronger portfolios

                Relatively High Flexibility

                You decide when to buy and sell a fund, fully controlling over your investment portfolio

                LIFETIME $0 Subscription Fee^ for J.P. Morgan DIRECT Investment Platform Customers

                • New Customer
                • Existing Customer

                Two steps to enjoy LIFETIME $0 Subscription Fee^

                01_New and Existing Customer

                Step 1

                Successfully opened a J.P. Morgan DIRECT Investment Platform account online by 31 Dec 2026.

                EN_Personal Investing_Step 2

                Step 2

                Execute at least three monthly Schedule Buy transactions  via eScheduler (Schedule Switch or One-time Schedule Buy transactions are excluded) on the eTrading Platform within five months after the account has been successfully opened. 

                current slide 1 of 2

                Two steps to enjoy LIFETIME $0 Subscription Fee^

                01_New and Existing Customer

                Step 1

                Successfully registered for the offer by 31 Dec 2026.

                EN_Personal Investing_Step 2

                Step 2

                Execute at least three monthly Schedule Buy transactions  via eScheduler (Schedule Switch or One-time Schedule Buy transactions are excluded) on the eTrading Platform within five months from the date of registration.

                current slide 1 of 2

                ^ Terms and conditions apply.

                Digital Share Class - Fund investment starts at lower costs

                Click here for more details on remark #*+. 

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                WHICH ISSUES ARE TOP OF MIND? WE HAVE SOLUTIONS.

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                eScheduler: Monthly Fund Investment

                Make regular investing a habit. Take advantage of dollar cost averaging and create optimal potential returns.

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                Investment ideas to help you achieve your financial goals

                Mutual funds for beginners

                A mutual fund is a common type of investment. Managed by portfolio managers, the investments can span global markets. We share the basics of mutual fund investing.

                Taking the first step in investing

                What you need to know before making your first investment.

                 

                Diversification and dollar-cost averaging

                Intensifying market volatility can influence an investor’s sentiment and decision-making. How can you avoid the mistakes and make optimal investment decisions?

                #Referring to the current management fee for the Digital Share Class is half that of other public offering share classes of the same fund.
                *Applicable only to specific fund share classes exclusively offered on the J.P. Morgan DIRECT investment platform. Investment involves risk. Investment products may not be suitable for all investors. Investors should consult professional advice before investing. 
                +The ongoing charges figure as of 04/2026 is based on expenses for the year ended 30 September 2025 and may vary from year to year. Full subscription and switching fees for the relevant funds may be up to 5%. The ongoing charges figure of each fund varies. For details, please refer to our eTrading website and the offering documents of the relevant funds.

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