UT Subscription Fee as low as 0.2%

Risk Disclosure Statement

● Investing in funds may involve high risk and may not be suitable for all investors. Return on investments are not guaranteed. Investors may suffer significant loss of their principal.

● The value of units or shares of any fund may go down as well as up. Past performance is not an indication of future performance.

● Some of the funds can invest up to 100% of their total net worth of structured products, derivatives and may invest in non-investment grade debt securities. Before making investment decision, you should fully understand the product features and consider if it is consistent with your own financial position, investment experience and investment objectives. Investors should not make investment decisions base only on this web page / document alone, but should read the relevant fund documents in detail.

● When the investment returns of a fund are denominated in a foreign currency other than the USD /HKD, US/HK dollar-based investors are exposed to exchange rate fluctuations. RMB is currently not freely convertible and is subject to exchange controls and restrictions. There is no guarantee that RMB will not depreciate. If you convert Hong Kong Dollar or any other currencies into RMB so as to invest in the fund and subsequently convert the RMB redemption proceeds back into Hong Kong Dollar or any other currencies, you may suffer a loss if RMB depreciates against Hong Kong Dollar or other currencies.

● The content of this promotional material has not been reviewed by the Securities and Futures Commission of Hong Kong.


Unit Trust Subscription Fee Offer

Fund promotion


Please contact us for further inquiry and the relevant fund documents :


Tel:2277 6536


Terms and Conditions:

    1. The special offer is valid from now to 31 March 2020.
    2. Subscription fund offer is only applicable to online transactions.
    3. The offer is only applicable to funds distributed by the company. Please contact our staff for details.
    4. Benefited clients will be required to pay additional charge if they transfer out the relevant fund to other firms within 6 months. For details, please refer to fee table.


The Company reserves the right to alter these terms and conditions without prior notice and has final and irrevocable discretion in case of dispute. Investment involves risks.

Please refer to the [Risk Disclosures Statement] on our website at www.poems.com.hk

You may contact our Customer Service Department at cs@phillip.com.hk or 2277 6555 to opt out from receiving marketing materials.

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Tel : (852) 2277 6777
Fax : (852) 2287 4554
Email : ut@phillip.com.hk

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