Happy Kid securities sub-account aim to provide clients whose financial goal is to plan for education expense and a brighter future for their children. Happy Kid securities sub-account is a securities sub-account which is easier to identify and manage. Clients can separate their stock portfolio and the stock portfolio for the future of their children.
Happy Kid securities sub-account has no minimum entry requirement. It is flexible that clients can either choose to buy stocks from the market or use a monthly investment plan to build their investment portfolio.
Happy Kid securities sub-account is under the Master Securities Account. Therefore, clients have to open a CHIEF securities account.
Happy Kid securities sub-account is only applicable to clients who have children under the age of 18. Clients are required to present a copy of the certificate of registration of birth to prove the parent-child relationship. CHIEF’s staffs will not keep the copy of the certificate of registration of birth.