Service Plan

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 APlan BPlan 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.

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Email : assetmgt@phillip.com.hk

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