Monthly Stock Investment Plan
Starting from now, customers apply for Monthly Stock Investment Plan via mobile app “CHIEF Trader” can enjoy permanent commission fee waiver* for the first HK$10,000 of the monthly instalment of each selected stock. Each selected stock is independently calculated for commission fee waiver and the number of stock(s) are unlimited. With more than 300 stocks to choose from, monthly contribution goes down to HK$500. Let’s start your first step to wealth!

40th Anniversary Special Offer

Monthly Stock Investment Plan
Permanent Commission Fee Waiver

Starting from now, customers apply for Monthly Stock Investment Plan via mobile app “CHIEF Trader” can enjoy permanent commission fee waiver* for the first HK$10,000 of the monthly instalment of each selected stock. Each selected stock is independently calculated for commission fee waiver and the number of stock(s) are unlimited.
With more than 300 stocks to choose from, monthly contribution goes down to HK$500. Let’s start your first step to wealth!

Existing Customers
New clients

Brokerage fee waiver for the first HK$10,000 of each stock monthly contribution, followed by 0.0675%, no minimum charges.
(Clients are required to pay stamp duty, HKEX trading fee, SFC transaction levy and CCASS stock settlement fee).
Term and Conditions

Advantages

More than 300 stocks for selection*

PDF

Monthly installment as low as HK$500**

Adjustable amount / stock based on the market situation or investment strategies

Simple and user-friendly platform show average purchase prices and dividend history

Clients who choose ETFs need to verify the relevant risk.
**  Minimum installment of HK$500 for each stock, with HK$500 or its multiple as each installment, no maximum installment restriction.
Service Fees & Charges

Items Charges
Online Apply Commission: Free^
 
Custody Fee: Free Platform Fee: Free
Submit Form 0.0675%
Minimum Charges HK$40
Custody Fee: Free Platform Fee: Free
Commission fee is free for the first HK$10,000 of each selected stock monthly contribution, followed by 0.0675%, no minimum charges.
(Clients are required to pay stamp duty, HKEX trading fee, SFC transaction levy, and CCASS stock settlement fee).
"Happy Kid" clients can online apply Monthly Investment Plan without commission. If you apply by form, you can enjoy the commission of the Monthly Investment Plan is half-priced (HK$20). For more details, please click here to visit "Happy Kid" page.
Application Method
Step 1 Step 2 Step 3

Step 1

Open CHIEF HK stock account

Online Appointment

Step 2

Login to Chief Trader mobile APP and apply for Monthly Investment Plan to enjoy commission fee waiver

Step 3

Debit from the securities account

For Bank Autopay, clients must submit the "Direct Debit Authorization Form", deposit first 2 months' installments contributions and a HK$50 registration charge. The registration charge will not be refunded after the termination of the Bank Autopay service.

Installment Date
Installment Date is the 5th trading day of each month

Last installment date: 2019-12-06 Next installment date: 2020-01-08

MIP Executed Price and Statistics

Learn More
Monthly Stock Investment strategy
Help you steadily accumulate wealth

PDF
Useful Information

MIP Operation Procedure


PDF

PPS Payment-Preset Monthly Payment


PDF

PPS Schedule Bill Payment


Details
Frequently Asked Questions
App Download
Instant trading of stocks after taking an in-depth look at every move of the market
Website Push Notifications
Provide the latest financial news and promotions

Subscribe to keep up to date with CHIEF
Informative contents include:
Latest news, coming seminar, featured articles on wealth management