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"FUND" OPPORTUNITIES START HERE

Your fund investment journey is within reach. Open an account online now to enjoy the latest offer for new investors!

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Open an Account Now

“Fund” Opportunities Start Here. Open an account online and start your fund experience.
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Reduce costs and maximise the investment potential with eScheduler

LEARN MORE

How to Get Started on Investment Planning

J.P. Morgan Asset Management makes 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, bearing in mind that:

  • You should aim for a globally diversified portfolio. Diversification reduces 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.
  • If you are aiming for capital preservation or looking at a short-term investment, concentrate on money funds.

Choose from our extensive range of funds


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:

Online account opening*

Apply Now

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)

*Applicable to personal account application only. For joint and corporate account application, please make an appointment with our Direct Sales Team by email.


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 eTrading site.

You can keep track of your account and access investment information as follows:

  • By internet - J.P. Morgan eTrading site
  • By phone - J.P. Morgan InvestorLine (852) 2265 1188 (Opening Hours: 9:00 am - 6:00 pm, Mon – Fri) .
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Feel free to call our InvestorLine or email us if you would like further information about our Funds or eTrading services:

(852) 2265 1188

investor.services@jpmorgan.com

J.P. Morgan Asset Management

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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. All information presented herein is considered to be accurate at the time of production, but no warranty of accuracy is given and no liability in respect of any error or omission is accepted. 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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