How to Get Started on Investment Planning
We make it easy for you to create your own investment plan to meet your financial goals. Simply follow these four easy steps and be on your way to investment success:
1. Know yourself
- What is your investment objective - saving for school fees, building a retirement fund, increasing your capital or preserving the wealth you already have?
- How much time do you have to reach your investment objective?
- Are you new to or very experienced in mutual fund or stock investments?
2. Choose funds to suit your needs
Once you've established your objectives, time frame and level of experience, select a portfolio of funds that best suit your investment needs, and be reminded that:
- Typically, diversification1 can help mitigate risk because your money is spread across many different markets.
- You can mix money, bond and equity funds to suit your time frame and risk profile.
- You should know your risk appetite and consider the risk rating of the funds when building your portfolio.
1 Diversification does not guarantee investment returns and does not eliminate the risk of loss.
3. Open an account
MasterAccount application is now made easier – open your account online or schedule a face-to-face meeting with us for application:
3 simple steps to open an account online
Step 1
Provide your personal information and Know your risk appetite
Upload identity document+ and complete Financial Health Check Questionnaire
Step 2
Set up payment methods
Set up your standing payment instruction and direct debit authorisation (if applicable)
Step 3
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.
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).
Face-to-face meeting by appointment at our office in Hong Kong
Email our Direct Sales Team at jpmam.hk.direct@jpmorgan.com to make an appointment.
Office Hours: 9:00am - 12:00pm and 2:00 - 6:00pm (Monday-Friday except public holidays)
4. Keep track of your investments
After your application has been accepted and your MasterAccount activated, you will be able to enjoy the online trading services and keep track of your investments via J.P. Morgan DIRECT Investment Platform.
You can keep track of your account and access investment information as follows:
- By internet - J.P. Morgan DIRECT Investment Platform
- By phone - J.P. Morgan InvestorLine (852) 2265 1188 (Opening Hours: 9:00 am - 6:00 pm, Mon – Fri) .
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: