Monthly US Stocks Investment Plan
Advantages

Commission fee waiver for the first US$1,000 of monthly contribution of each stock at each time for online application

More than 100 ETF and US Stocks* for selection

PDF

Minimum installment amount as US$10 for each stock**

Adjustable amount / US stocks based on the market situation or investment strategies

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

Client can select number of contributions per month, maximum twice a month

50% off for dividend collection fee - monthly US stock Investment Plan

* Customers who choose ETFs need to verify the relevant risk.
**  Minimum installment of USD10 for each US stock, with an additional amount of USD10 or its multiple as each installment. No restriction on the number of US stocks applied. If the contribution amount is not sufficient to buy one share, the monthly contribution for that month will be automatically suspended once.
Service Fees & Charges

Charges
Commission: Free ^
Custody Fee: Waived
Platform Fee: Waived


^ Terms and conditions apply. Commission fee waiver for the first US$1,000 of monthly contribution of each stock at each time, followed by 0.15%, no minimum charges. (Not Included trading fee and other charges).
^^ A non-U.S. person holding a U.S. stock position would be subjected to a 30% US withholding tax (reduced by treaty) on dividend payments.
Application Method
1 2 3 4

Open CHIEF Global Stocks Account

Client can open additional Global Stocks account via Chief Trader” Mobile APP

ONLINE APPOINTMENT



Login to “Chief Trader” Mobile APP

Apply for Monthly US Stocks Investment Plan

Debit from the Global Stocks Account

Reminder: Please ensure that a sufficient amount has to be deposited into the Global Stock account before 3:00 p.m. of the payment day.

Monthly Purchase Date
The 5th trading date and the 15th trading date of each month

Last Purchase Date: 2021-11-19 Next 5th Trading Date: 2021-12-07 Next 15th Trading Date: 2021-12-21

Plan change or terminate service deadline :
Monthly Purchase Date 2:00 p.m. (HK Time Zone)
Deadline for depositing contributions :
Monthly Purchase Date 3:00 p.m. (HK Time Zone)
Monthly US Stocks Investment Plan Executed Price and Statistics

Learn more
Purchasing Date and Time
In the evening of the Monthly Purchase Date
during the US Stock Trading Hours
Useful Information

US MIP Operation
Procedure


DOWNLOAD

MIP Market Review 2020
(Provide Chinese Only)


PDF

Selected ETF for
US MIP


PDF
Frequently Asked Questions
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