Limited Time Offer: LIFETIME Subscription Fee Waiver^* for Online Monthly Fund Investments
A flexible monthly plan that lets you take control of your investment! Start today to capture long term potential return! Make investing a habit! 【Good News! Registration for LIFETIME Privilege extended to 30 September 2021.】
^ Please note that investing in our funds involves ongoing charges up to 2.16%#, which include management fees and other ongoing expenses.
Online investing privileges
Account opening made easy
Complete your application online and start investing in as fast as one business day.
Start investing with low minimums
From as little as HK$1,000 for monthly investments and HK$5,000** for lump-sum investments.
Hear from our experts
Access our Market Insights, investment ideas and investment basics anytime, anywhere to get better informed on your investment decisions.
Available exclusively to eTrading users
eScheduler – our flexible monthly fund investment tool, birthday and other promotional offers, as well as the ePoints Reward Scheme.
** Please note that online account opening would require investing HK$10,000 in JPMorgan Money Fund – HK$, as part of the account opening identity verification procedures. Investment involves risks. Please refer to the offering document(s) for details, including the risk factors. Investing in the Fund is not the same as making a deposit with a bank or deposit-taking company.
How it works
Provide details and ID proof
Provide personal information and upload identity document+
Know your risk appetite
Complete the Financial Health Check Questionnaire
Set up payment methods
Set up your standing payment instruction and direct debit authorisation (if applicable)
Confirmation
Activate your account after receiving the email notification – then you’re all set to start investing!
+Please read the Personal Data Privacy Statement, in connection with your provision of personal data or information to JPMorgan Funds (Asia) Limited.
Have questions? We’ve got answers.
Is any charge incurred for opening account online?
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 procedures, you will be asked to invest HK$10,000 in JPMorgan Money Fund – HK$. Investment involves risks. Please refer to the offering document(s) for details, including the risk factors. Investing in the Fund is not the same as making a deposit with a bank or deposit-taking company.
What documents do I need if I want to open an account online?
To open your account online, get ready your HKID/Passport and signature. 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.
How long does it take before I can start investing?
As long as you meet the eligibility criteria for online account opening and have submitted the application with all required documents no later than 3pm on a business day, your account opening can be completed within the same day and you may start investing on the next business day.
What are the investment minimums?
At J.P. Morgan eTrading, you can invest from as low as HK$1,000 for monthly investments 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 procedures, you will be asked to invest HK$10,000 in JPMorgan Money Fund – HK$. Investment involves risks. Please refer to the offering document(s) for details, including the risk factors. Investing in the Fund is not the same as making a deposit with a bank or deposit-taking company.
What is a money market fund?
Money market fund is a mutual fund that invests in short-term, liquid, high-quality fixed income instruments. This kind of funds must maintain a high level of liquid assets, as they offer investors the ability to redeem their shares on a daily basis.
Money market funds may help make your capital work harder for the future, as you await the next investment opportunity.
Investment involves risks. Please refer to the offering document(s) for details, including the risk factors. Investing in the Fund is not the same as making a deposit with a bank or deposit-taking company.
Is online account opening is only applicable to personal account application?
Online account opening is only applicable to personal account application. For joint and corporate account application, please make an appointment with our Direct Sales Team by email.
ONLINE FUND INVESTMENT
* Normal subscription fee: 3-5%. Normal switching fee: 1%. Terms and conditions apply.
# The aforementioned 2.16% ongoing charges figure refers to that of JPMorgan Global Property Income Fund and is for illustrative purposes only. Such figure is based on the annualised expenses for the period from 1 October 2019 to 30 September 2020 according to the audited annual report for the period ended on 30 September 2020 and may vary from year to year. The ongoing charges figure of each fund varies. For details, please refer to the respective product key facts statements of the funds. Information as of 30 September 2020.
Feel free to call our InvestorLine or email us if you would like further information about our Funds or eTrading services: