Features
- Dollar Cost Averaging
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By investing a fixed sum in stocks every month, you might enjoy a lower average cost per share overtime!
- Easy to Start
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Monthly investment amount as low as HK$1,000 per stock.
- Flexible
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You can setup your saving plan, adjust monthly investments, and sell your shares at anytime.
- Fixed Handling Charges
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Regardless of your monthly investment amount, the handling charge is fixed at HKD 50 per Hong Kong stock (already included exchanges fees, etc) or USD 9.9 per US stock per month. In addition, there is no charge for plan adjustments, or termination. Learn more >>
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Click Here to download application form
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Plan Details
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Minimum Monthly Investment Amount
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Hong Kong Stocks
HKD 1,000 or above in multiple of HKD 500 per month for each stock
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US Stocks
USD 150 or above in multiple of USD 50 per month for each stock
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Maximum Monthly Investment Amount
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Hong Kong Stocks
Maximum HKD 20,000 per month for each stock
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US Stocks
Maximum USD 3,000 per month for each stock
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Stocks Available
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Hong Kong and US Stocks. Click here to view the list of selected stocks for Monthly Stocks Savings Plan.
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Payment Date1
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5th of each month or the next business day.
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Payment Method
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Deduct from your BOOM account
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Purchase Date2
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The 2nd stock trading day after Payment Date.
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Share Purchase3
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The net amount (i.e. monthly Investment Amount minus transaction fee) will be invested into your selected stock(s). The number of shares allocated will be rounded down to the nearest whole number and any surplus cash after the purchase will be refunded to your BOOM account.
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Plan Adjustment or Termination4
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Notice must be made to BOOM at least 3 business days before the next Payment Date.
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Plan Charges
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Fixed Transaction Fee*
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Hong Kong Stocks
Regardless of investment amount, the Fixed Transaction Fee is HKD 50 per stock per month.
The Fixed Transaction Fee already includes brokerage commission, stamp duty, trading fee, stock exchange levy, and CCASS fee.
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US Stocks
Regardless of investment amount, the Fixed Transaction Fee is USD 9.9 per stock per month.
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Fee for Plan Adjustment or Termination4
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No Transaction Fee for plan adjustment (change in investment amount or stock selection) or plan termination.
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* The net amount after the Minimum Monthly Investment Amount minus Transaction Fee will be used for purchasing the relevant stock selected by you. However, you will need to pay for the transaction fee(s) of the unprocessed purchase order(s) in the following situation:
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If the Investment Amount of the month could not been deducted from your BOOM account on the Payment Date, BOOM will not execute the purchase order(s) for that particular month, but the respective Transaction Fee will still be applied and deducted from your BOOM account.
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Once your application is accepted, you must complete at least three consecutive installments. If the Plan is terminated before that three installments are completed, either terminated by you or terminated by BOOM due to insufficient fund to cover the required Investment Amount for two consecutive months, BOOM will deduct the relevant Transaction Fee of the unprocessed purchase order(s) of that three installments from your BOOM account.
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How to Start
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Click here to download the Monthly Stock Savings Plan Application Form.
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Select stock(s), fill-in Total Amount of Monthly Investment and sign the forms.
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(a) Arrange a regular transfer schedule to BOOM on the 5th of each month via PPS# for an amount equivalent to the Total Amount of Monthly Investment. Please click here to view the setup instruction.
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(b) Have a cash balance equivalent to at least three month's investment in your BOOM account when you apply for the saving plan.
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Return the signed forms and the PPS confirmation page (if applicable) to us by fax at (852) 2255 8300 or email the scanned copy to service@boomhq.com.
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Once your application is accepted, you will receive a confirmation email from us. And the first investment will be deducted from your BOOM account on the next Payment Date.
# For more details on payment via PPS, please click here.
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Terms and Conditions
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Please click here to view detailed terms and conditions
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