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Exclusive privileges for MORGAN DIRECT customers

Open an account

Simple steps to open a MORGAN DIRECT account online

+ Please read the Personal Data Privacy Statement, in connection with your provision of personal data or information to JPMorgan Funds (Asia) Limited.  

Notes:

  • Applicable to personal account application only. For joint and corporate account application, please make an appointment with our Direct Sales Team by email. 
  • Account opening can be done online as quickly as one business day, as long as you meet the eligibility criteria, and have submitted all required documents with correct information provided, and you may start investing on the next business day. (However, due to bank processing time, some applications may take longer).
Open an account

Frequently asked questions on J.P. Morgan DIRECT Investment Platform

account-infographics-ZH

^ Terms and conditions apply.

At J.P. Morgan Asset Management, opening a fund investment account online is free of charge.

However, as part of the account opening identity verification procedure, you are required to successfully transfer HK$10,000 from your registered Specified Bank account to J.P. Morgan Asset Management pursuant to local regulatory requirements. This HK$10,000 will be available as ^Cash Account balance under your MasterAccount.

  • ^ Cash Account service: We may, but we are not obligated to, provide to you the services of facilitating you to (i) top up, using direct debit authorisation (“eDDA”), your cash balance of the account which we designate from time to time; (ii) subscribe, purchase or otherwise deal with any units/shares in any fund/share classes using such cash balance; and (iii) withdraw cash in HKD by standing instructions. It is currently not feasible for you to (i) redeem your holding in any units/shares in any fund/share classes into cash balance in the Cash Account; or (ii) receive cash dividends from your holding in any units/shares in any fund/share classes into cash balance in the Cash Account.
    • Depositing cash in the Cash Account is not the same as making a deposit with a bank or deposit-taking company. The Cash Account is a cash management tool that facilitates transactions in unit/shares, and should not be construed or used as a normal banking account where monies are deposited for the purpose of earning interest.
    • The Cash Account is denominated in Hong Kong Dollars. Moneys held in the Cash Account are not interest-bearing.
    • The minimum top-up amount for Cash Account services is HK$1,000. The minimum withdrawal amount for Cash Account service is HK$5,000, or your full remaining balance, whichever is lower.
    • Withdrawals from the Cash Account will, subject to the processing time of your own account bank, normally be paid within 5 business days. You may be liable for any bank charges on payment by telegraphic/bank transfer. Where you have not provided bank payment details or the bank payment details provided are incorrect, the withdrawal instruction will not be proceeded/ will be put on hold. Payment of cash withdrawal proceeds will only be made upon you providing the correct bank payment details. No third party payments will be made.
  • In order to top-up or withdraw cash from the Cash Account, you shall maintain a bank account with one of the banks as JPMorgan Funds (Asia) Limited may at its sole discretion designate (“Specified Banks”), as may be revised from time to time and, as of now, as specified under here. For the avoidance of doubt, if you do not or no longer maintain a bank account with any of the Specified Banks, (i) you may not be able to top up the Cash Account, and (ii) upon giving any instruction to withdraw any balance from the Cash Account, you may be required to withdraw the full remaining balance from the Cash Account.
  • If account opening is unsuccessful, the HK$10,000 will directly be refunded to the same bank account provided (Please note that your bank may impose charges on the refund).

To open your account online, have your Hong Kong Identity Card (HKID)/ Passport and signature ready. We may also need further information from you to facilitate the account opening process.

Please read the Personal Data Privacy Statement, in connection with your provision of personal data or information to JPMorgan Funds (Asia) Limited.

For online account applications that are submitted with all required documents and correct information, the account process can be completed as soon as within the same business day with investment commencing the next business day. (Note: some applications may take longer in view of bank processing time).

At J.P. Morgan DIRECT Investment Platform, you can start investing with as low as HK$1,000 for monthly investment plans and HK$5,000** for lump-sum investments.

** Please note that this is not applicable to the investment amount required for online account opening. As part of the account opening identity verification procedure, you are required to successfully transfer HK$10,000 from your registered Hong Kong licensed bank account to J.P. Morgan Asset Management pursuant to local regulatory requirements.

Once the account has been successfully opened, you can choose to invest within your account in any of our funds in accordance to your risk appetite and investment objectives, or redeem from the fund if you wish (Refer to the Dealing Guide for details). Investment involves risks. Please refer to the offering document(s) for details, including the risk factors. 

As part of the account opening identity verification procedure, you are required to successfully transfer HK$10,000 from your registered Specified Bank account to J.P. Morgan Asset Management pursuant to local regulatory requirements. This HK$10,000 will be available as ^Cash Account balance under your MasterAccount.

  • ^ Cash Account service: We may, but we are not obligated to, provide to you the services of facilitating you to (i) top up, using direct debit authorisation (“eDDA”), your cash balance of the account which we designate from time to time; (ii) subscribe, purchase or otherwise deal with any units/shares in any fund/share classes using such cash balance; and (iii) withdraw cash in HKD by standing instructions. It is currently not feasible for you to (i) redeem your holding in any units/shares in any fund/share classes into cash balance in the Cash Account; or (ii) receive cash dividends from your holding in any units/shares in any fund/share classes into cash balance in the Cash Account.
    • Depositing cash in the Cash Account is not the same as making a deposit with a bank or deposit-taking company. The Cash Account is a cash management tool that facilitates transactions in unit/shares, and should not be construed or used as a normal banking account where monies are deposited for the purpose of earning interest.
    • The Cash Account is denominated in Hong Kong Dollars. Moneys held in the Cash Account are not interest-bearing.
    • The minimum top-up amount for Cash Account services is HK$1,000. The minimum withdrawal amount for Cash Account service is HK$5,000, or your full remaining balance, whichever is lower.
    • Withdrawals from the Cash Account will, subject to the processing time of your own account bank, normally be paid within 5 business days. You may be liable for any bank charges on payment by telegraphic/bank transfer. Where you have not provided bank payment details or the bank payment details provided are incorrect, the withdrawal instruction will not be proceeded/ will be put on hold. Payment of cash withdrawal proceeds will only be made upon you providing the correct bank payment details. No third party payments will be made.
  • In order to top-up or withdraw cash from the Cash Account, you shall maintain a bank account with one of the banks as JPMorgan Funds (Asia) Limited may at its sole discretion designate (“Specified Banks”), as may be revised from time to time and, as of now, as specified under here. For the avoidance of doubt, if you do not or no longer maintain a bank account with any of the Specified Banks, (i) you may not be able to top up the Cash Account, and (ii) upon giving any instruction to withdraw any balance from the Cash Account, you may be required to withdraw the full remaining balance from the Cash Account.
  • If account opening is unsuccessful, the HK$10,000 will directly be refunded to the same bank account provided (Please note that your bank may impose charges on the refund).

 

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Feel free to call our InvestorLine or email us if you would like further information about our Funds or J.P. Morgan DIRECT Investment Platform services:

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Contact us:
(For HK MORGAN DIRECT existing and prospective clients only)
Investor Line: (852) 2265 1188
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Operating Hours: Mon – Fri 9:00 a.m. – 6:00 p.m.

 

The information contained herein is intended only for use by Hong Kong residents. By using this information, you are representing and warranting that you are either residing in Hong Kong or the applicable laws and regulations of your jurisdiction allow you to access the information, and you confirm that you accept the Terms of Use as set out in https://am.jpmorgan.com/hk/. Investment involves risk. Past performance is not indicative of future performance. In particular, funds which are invested in emerging markets and smaller companies may involve a higher degree of risk and are usually more sensitive to price movements. Investors should carefully read and consider the fund offering document(s), which contain details on investment objectives, risk factors, charges and expenses of the fund, before making any investment decisions. Investors should read carefully the fund notes before making any investment decisions. Information in this website does not constitute investment advice, or an offer to sell, or a solicitation of an offer to buy any security, investment product or service, nor a distribution of information for any such purpose. Opinions and statements of financial market trends set out are for information purposes only, based on certain assumptions and current market conditions and are subject to change without prior notice. Investors should conduct their own verification. The views and strategies described may not be suitable for all investors. This website and the advertisements contained herein are issued by JPMorgan Funds (Asia) Limited. This website has not been reviewed by the Securities and Futures Commission of Hong Kong ("SFC"), with the exception of material relating to the JPMorgan Provident Plan that the SFC has pre-approved (however such pre-approval does not imply official recommendation by the SFC).

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