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Monthly Stock Saving Plan |
Start your stock saving plan today and reach your financial goal earlier!
Say if you select a stock with 10% annual return and you invest $3,226 on that stock on a monthly basis, you may become a millionaire* in 13 years!
BOOM offers wide range of Hong Kong and US stocks for your selection
BOOM helps you to achieve the long-term financial goals with monthly stock saving plan. You can build your monthly investment portfolio from a wide selection of over 70 Hong Kong stocks and 40 US stocks. It is easy and low cost to start. Act Now!
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Grasp the long-term capital growth without worrying about market volatility
Features of BOOMˇ¦s Monthly Stock Saving Plan
Benefits of "Dollar Cost Averaging"
By investing a fixed amount regularly, you can purchase more shares when the stock price is low and fewer shares when the stock price is high. You will then enjoy a lower average cost per share over the investment period.
With this long term investment strategy, you do not need to worry about the short term price fluctuations, but achieving your saving targets with greater potential return.
Plan Details
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Fees & Charges
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Stocks Selections for Saving Plan
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Details
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Hong Kong Stocks
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US Stocks
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| Stocks Available |
Over 70 Hong Kong listed stocks including: |
Over 40 US listed stocks including: |
- Constituent stocks of Hang Seng Index (HSI) and Hang Seng China Enterprise Index (HSCEI)
- Selected ETFs such as Tracker Fund of Hong Kong (02800), iShares FTSE A50 China Index ETF (02823) and Hang Seng H-Share Index ETF (02828)
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- Constituent stocks of Dow Jones Industrial Average (DJIA) and Standard & Poorˇ¦s 500 Index (S&P 500)
- Selected ETFs such as SPDR S&P 500 (SPY), Powershares QQQ Trust (QQQ), SPDR DJIA ETF Trust (DIA) and SPDR Gold Shares (GLD)
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| Minimum Number of Stocks |
At least 1 Hong Kong or US stock in your monthly saving plan |
| Maximum Number of Stocks |
No limit on number of Hong Kong or US stocks can be selected in your monthly saving plan |
Monthly Investment Amounts
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Monthly Investment
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Hong Kong Stocks
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US Stocks
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For each Hong Kong stock: |
For each US stock: |
| Minimum Amount |
HKD 1,000 per month |
USD 150 per month |
| Additional Amount |
In the multiple of HKD 500 |
In the multiple of USD 50 |
| Maximum Amount |
HKD 20,000 per month |
USD 3,000 per month |
How it works
| Payment Date1 |
5th of each month or the next business day. |
| Payment Method |
Deduct from your BOOM account |
| Purchase Date2 |
The 2nd stock trading day after Payment Date. |
| Share Purchase3 |
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. |
| Plan Adjustment or Termination4 |
Notice must be made to BOOM at least 3 business days before the next Payment Date. |
Monthly Stocks Saving Plan Service Charges
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Hong Kong Stocks
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US Stocks
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| Fixed Transaction Fee* |
For each Hong Kong stock:
(regardless of investment amount)
HKD 50# per month
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Inclusive of brokerage commission and all transaction related charges: stamp duty, stock exchange levy, trading fee and CCASS fee. |
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For each US stock:
(regardless of investment amount)
USD 9.9 per month
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| Custody Fee |
FREE |
FREE |
| Plan Adjustment Handling Fee4 |
FREE |
FREE |
| Plan Termination Handling Fee4 |
FREE |
FREE |
Wide Range of Stock Selections for Your Saving Plan
Set up your monthly saving plan with constituent stocks of Hang Seng Index (HSI) or Hang Seng China Enterprise Index (HSCEI), high-quality US stocks, or selected ETFs listed in Hong Kong and US.
If you want to know whether a stock unlisted below is also available for the saving plan, please enquire our .
Stock List for Saving Plan
Hong Kong Listed Stocks: (Composite stocks of Hang Seng Index and Hang Seng China Enterprise Index)
| Symbol | Name | Symbol | Name |
| 00001 | Cheung Kong (Holdings) Ltd | 00914 | Anhui Conch Cement Co Ltd |
| 00002 | CLP Holdings Ltd | 00916 | China Longyuan Power Group Corp Ltd |
| 00003 | The Hong Kong and China Gas Co Ltd | 00939 | China Construction Bank Corp |
| 00004 | Wharf (Holdings) Ltd | 00941 | China Mobile Ltd |
| 00005 | HSBC Holdings PLC | 00998 | China Citic Bank Corp Ltd |
| 00006 | Power Assets Holdings Ltd | 01044 | Hengan International Group Co Ltd |
| 00011 | Hang Seng Bank Ltd | 01088 | China Shenhua Energy Co Ltd |
| 00012 | Henderson Land Development Co Ltd | 01099 | Sinopharm Group Co Ltd |
| 00013 | Hutchison Whampoa Ltd | 01109 | China Resources Land Ltd |
| 00016 | Sun Hung Kai Properties Ltd | 01138 | China Shipping Development Co Ltd |
| 00017 | New World Development Co Ltd | 01157 | Changsha Zoomlion Heavy Industry Science and Technology Development Co Ltd |
| 00019 | Swire Pacific Ltd | 01171 | Yanzhou Coal Mining Co Ltd |
| 00023 | Bank of East Asia Ltd | 01186 | China Railway Construction Corp Ltd |
| 00066 | MTR Corp Ltd | 01199 | COSCO Pacific Ltd |
| 00083 | Sino Land Co Ltd | 01211 | BYD Co Ltd |
| 00101 | Hang Lung Properties Ltd | 01288 | Agricultural Bank of China Ltd |
| 00144 | China Merchants Holdings (International) Co Ltd | 01299 | AIA Group Ltd |
| 00168 | Tsingtao Brewery Co Ltd | 01398 | Industrial and Commercial Bank of China Ltd |
| 00267 | Citic Pacific Ltd | 01800 | China Communications Construction Co Ltd |
| 00291 | China Resources Enterprise Ltd | 01880 | Belle International Holdings Ltd |
| 00293 | Cathay Pacific Airways Ltd | 01898 | China Coal Energy Co Ltd |
| 00330 | Esprit Holdings Ltd | 01919 | China COSCO Holdings Co Ltd |
| 00358 | Jiangxi Copper Co Ltd | 01988 | China Minsheng Banking Corp Ltd |
| 00386 | China Petroleum & Chemical Corp | 02238 | Guangzhou Automobile Group Co Ltd |
| 00388 | Hong Kong Exchanges and Clearing Ltd | 02318 | Ping An Insurance (Group) Co Of China Ltd |
| 00390 | China Railway Group Ltd | 02328 | Picc Property and Casualty Co Ltd |
| 00489 | Dongfeng Motor Group Co Ltd | 02338 | Weichai Power Co Ltd |
| 00494 | Li & Fung Ltd | 02388 | BOC Hong Kong (Holdings) Ltd |
| 00688 | China Overseas Land & Investment Ltd | 02600 | Aluminum Corp Of China Ltd |
| 00700 | Tencent Holdings Ltd | 02601 | China Pacific Insurance (Group) Co Ltd |
| 00728 | China Telecom Corp Ltd | 02628 | China Life Insurance Co Ltd |
| 00753 | Air China Ltd | 02883 | China Oilfield Services Ltd |
| 00762 | China Unicom (Hong Kong) Ltd | 02899 | Zijin Mining Group Co Ltd |
| 00763 | Zte Corp | 03323 | China National Building Material Co Ltd |
| 00836 | China Resources Power Holdings Co Ltd | 03328 | Bank of Communications Co Ltd |
| 00857 | PetroChina Co Ltd | 03968 | China Merchants Bank Co Ltd |
| 00883 | CNOOC Ltd | 03988 | Bank of China Ltd |
Hong Kong Listed ETFs:
| Symbol | Name | Symbol | Name |
| 02800 | Tracker Fund of HK | 02840 | SPDR GOLD TRUST |
| 02823 | Shares FTSE A50 China Index ETF | 02836 | ishare India |
| 02828 | Hang Seng H-Share Index ETF | 03083 | HSBC MSCI Taiwan ETF |
US Listed Stocks:
| Symbol | Name | Symbol | Name |
| AAPL | Apple | LXK | Lexmark Int'l Inc |
| ABT | Abbott Laboratories | MA | Mastercard Inc. |
| AMZN | Amazon.com Inc | MAT | Mattel Inc. |
| AXP | American Express Co | MCD | McDonald's Corporation |
| BAC | Bank of America Corp | MCO | Moody's Corp |
| BBY | Best Buy Co. Inc. | MHP | McGraw-Hill |
| CME | CME Group Inc. | MMM | 3M Company |
| CSCO | Cisco Systems | NFLX | Netflix Inc |
| CVX | Chevron | NKE | NIKE Inc. |
| DELL | Dell Inc. | ORCL | Oracle Corp. |
| DIS | Walt Disney Company (The) Commo | PFE | Pfizer, Inc. |
| FDX | FedEx Corporation | PG | Procter & Gamble |
| GE | General Electric | PM | Philip Morris International |
| GOOG | Google Inc. | RHT | Red Hat Inc. |
| GS | Goldman Sachs Group | SBUX | Starbucks Corp. |
| HD | Home Depot | SNDK | SanDisk Corporation |
| HOG | Harley-Davidson | TIF | Tiffany & Co. |
| JCP | J C Penney Co Inc | V | Visa Inc. |
| JNJ | Johnson & Johnson | WFC | Wells Fargo |
| JPM | JPMorgan Chase & Co. | WHR | Whirlpool Corp. |
| K | Kellogg Co. | WMT | Wal-Mart Stores, Inc. |
| KFT | Kraft Foods Inc. | XOM | Exxon Mobil Corporation |
| KO | Coca-Cola Company | YHOO | Yahoo Inc. |
| LOW | Lowes Companies Inc | YUM | Yum! Brands Inc |
US Listed ETFs:
| Symbol | Name | Symbol | Name |
| DIA | SPDR DJIA ETF Trust | SPY | SPDR S&P 500 |
| GLD | SPDR Gold Shares | QQQ | Powershares QQQ Trust |
| IWM | Ishares Russell 2000 Index Fund | XLF | Select Sector Financial Select Sector SPDR Fund |
Start Your Stock Saving Plans with BOOM
- to download the Monthly Stock Savings Plan Application Form.
- Select stock(s), fill-in Total Amount of Monthly Investment and sign the forms.
- 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 to view the setup instruction.
OR
- Have a cash balance equivalent to at least three month's investment in your BOOM account when you apply for the saving plan.
- 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 .
- 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.
Monthly Stocks Savings Plan (the ˇ§Planˇ¨) ˇV Terms and Conditions
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Payment
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The minimum monthly investment amount for each security will be such amount as specified by BOOM from time to time which shall be inclusive of the Fixed Transaction Fee ("Transaction Fee") payable under the Plan.
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The gross monthly investment amount for all securities, i.e. the Total Monthly Investment Amount ("Investment Amount"), will be deducted from your BOOM account on the 5th of each month ("Payment Date"). If such day is not a business day, Payment Date will fall on the next business day.
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You shall ensure that there is sufficient cash balance in your BOOM account to cover the required Investment Amount on the Payment Date. No monthly reminder will be sent to you before your account is deducted.
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If 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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BOOM reserves the right from time to time to specify any other date as the Payment Date.
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Transaction
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For Hong Kong stocks, BOOM will purchase shares on behalf of all customers of the Plan on the 2nd Hong Kong stock trading day after the Payment Date ("Purchase Date").
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For US stocks, BOOM will purchase shares on behalf of all customers of the Plan on the 2nd US stock trading day after the Payment Date ("Purchase Date").
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If trading in your selected stock is suspended on any of the Purchase Date, the relevant Investment Amount deducted will be applied to purchase shares of the stock as soon as reasonably practicable once the suspension has been lifted. If the stock purchase cannot be executed due to suspension or market conditions for the following two weeks, BOOM will refund the full Investment Amount (including Transaction Fee) to your BOOM account by the end of the month.
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Shares Purchase and Allocation
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The average price for all shares purchased will be used.
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The net amount (i.e. Investment Amount minus Transaction Fee) will be used for purchasing the relevant stock selected by you.
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The number of shares to be allocated to you will be rounded down to the nearest whole number of shares.
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The purchased shares will be deposited into your BOOM account on the Purchase Date.
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Plan Adjustment or Termination
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Any adjustment of the Investment Amount or the selected stock(s) of the Plan or termination of the Plan, you are required to give written instruction to BOOM at least 3 business days before the next Payment Date.
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If BOOM is unable to deduct the required Investment Amount from your BOOM account for two consecutive months, BOOM will terminate the Plan without prior notice.
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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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BOOM may terminate the Plan or the use of the Plan (as the case may be) at any time on the giving of not less than 3 business days prior notice to you.
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Any termination shall not affect the relevant rights and obligations of you and BOOM accrued prior to such termination
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Sales of Shares
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If you sell any shares in your BOOM account (including shares purchased from the Plan), regardless of whether the Plan is terminated, BOOM will impose the normal stock trading fees, including the brokerage commission at normal rate and other relevant charges, on the selling transactions.
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The number of shares purchased under the Plan is likely to be less than one board lot. Shares of less than one board lot are regarded as odd lot. Odd lots are normally sold at a discounted price compared to the prevailing market price for board lot.
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Risk Disclosure
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The prices of securities may fluctuate, sometimes dramatically. The price of securities may move up or down, and may become valueless. It is possible that losses will be incurred rather than profits made as a result of buying and selling securities.
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The Plan does not assure a profit, nor does it protect against loss in declining markets, or against a loss if you terminate the Plan when the value of your shares is less than the cost of the shares you purchased.
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BOOM is not acting as your investment adviser and where necessary, you shall seek your own independent professional advice before making any investment decision.
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Others
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BOOM reserves the right to reject or cancel your purchase order either in whole or in part without any prior notice or assigning any reason therefore.
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BOOM reserves the right to amend and/or withhold the terms and conditions of the above at its discretion.
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If there is inconsistency between the English version and the Chinese version, the English version shall prevail.
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