Plan A/B/C
There are three different fee schemes whereby clients can choose the most suitable one for themselves.
Plan A is a more flexible plan which does not have contract period. Plan B is based on the concept that performance fee will only be charged when there is profit generated from the portfolio. Plan c is offering a lower management fee and performance fee.
The details of the plans are as follow:
| Plan A | Plan B | Plan C |
Account Opening Fee |
Free |
Free |
Free |
Management Fee* |
2% Per Year |
Free |
1% Per Year |
Commission |
0.25% Per Transaction(Minimum HK$100) |
Performance Fee |
Free |
18% of Absolute Profit |
10% of Absolute Profit |
Minimum Investment Amount |
HK$500,000 cash / stocks |
Contract Period |
No |
1 Year |
1 Year |
Withdrawal Fee |
Free |
2% of the net asset value less any performance / management fee |
PS:If the client withdraws the asset within one year, all the fees that related to the plan must be paid before he / she transfer to other new Plan。 |
*Management fee will be charged on quarterly basis (Jan, Apr, Jul and Oct)
Remark: The above service is provided by Phillip Capital Management (HK) Ltd. Phillip Capital Management (HK) Ltd is a licensed corporation under Securities and Futures Commission.