Wealth Management Services Welcome Reward
📣New customers who successfully open a WeLab Bank Core Account and Investment Account and complete designated tasks, can earn an 8️⃣% one-month annual rate cash reward on the first Eligible Transaction1! Offer valid📅 until 30 June, 2025!
During the period from the successful Core Account Opening Date (including that day) to the end of the next calendar month (“Designated Trading Period”), New Customer who placed the first subscription order after successful opening of the Investment Account ("First Order") and successfully subscribed fund(s) by the one-time investment instruction via the Featured Funds Services (excluding money market funds^) or GoWealth Digital Wealth Advisory (excluding Portfolio 1^) , and the investment amount shall not be less than HKD 10,000 or equivalent.
In the 3 calendar months following the end of the Designated Trading Period (“Maintenance Period”), continued to hold all the fund holding units upon the settlement of the Eligible Transaction.
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All-weather, unlimited $0 subscription/switching fees! With the same investment, you may earn more with WeLab Bank.
Partnering with the top global fund houses, Welab Bank sources over 150 Featured Funds on shelf, with one click, you may invest and easily benefit from the market dynamics*.
An Intelligent Engine helps you manage your investment portfolio. Backed by WeLab Bank’s fintech experience and AllianzGI’s investment management expertise, it generates ground-breaking projections and provides personalised fund portfolio recommendation#.
Hot Investment Ideas: 10 Top Performing Featured Funds**
(The information is as of 31 March 2025)
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The investment products or services mentioned in this material are not equivalent to, nor should it be treated as a substitute for, time deposit.
Note: Investment involves risks. The above information is for reference only and does not constitute any investment advice.
- This Program starts from 9 April 2025 to 30 June 2025 (both dates inclusive)(“Campaign Period”). During the Campaign Period, New Customers who complete the following tasks can enjoy a Cash Reward which shall be equal to a one-month 8% annual rate on the investment amount of the Eligible Transaction, up to HKD6,575.3 or equivalent (i.e. HKD 1,000,000* 8%* 30/365): (i) successfully opened a valid Core Account and a valid Investment Account, (ii) submitted the First Order and successfully subscribed fund(s) by the one-time investment instruction via the Featured Funds Services (excluding money market funds^) or GoWealth Digital Wealth Advisory (excluding Portfolio 1^) , and the investment amount shall not be less than HKD 10,000 or equivalent during the Designated Trading Period, and (iii) continued to hold the valid Core Account and Investment Account as well as all Fund Units of Eligible Transaction during the Maintenance Period. For the avoidance of doubt, any monthly investment instruction submitted via Featured Fund and GoWealth Digital Wealth Advisory and any transaction with investment amount less than HKD 10,000 or equivalent shall NOT be considered as an Eligible Transaction. First Order placed during the Designated Trading Period will be excluded from any other promotional programs. Terms and conditions apply. Please refer to here for details.
^ All Money Market Funds via Featured Fund and Portfolio 1 in GoWealth Digital Wealth Advisory, are NOT applicable to the Program
*Please refer to www.welab.bank/en/feature/fund/ for details.
# Such information and simulations are assumptions only. They do not reflect or project actual investment performance of the model portfolio or performance of any constituent funds therein. The services are not discretionary asset management services. Any recommendation provided under the services is not a guarantee that you will achieve your investment goal. Please refer to www.welab.bank/en/feature/wealth/ for details.
**"Top Performing Featured Fund" lists the top 10 performing funds among all funds distributed by WeLab Bank in last calendar month, based on the year-to-date return performance. “Top 10 Featured Funds with the highest dividends” lists the top 10 funds with highest dividend yield among all funds distributed by WeLab Bank in last calendar month. ISIN, fund return performance and other information are provided by Morningstar Asia Limited. The information is as of 31 March 2025. We are not responsible for the accuracy of the information. Past performance is not an indicator of the future.
This webpage is for information only and does not constitute any offer, solicitation, recommendation, comment or any guarantee to the purchase or sale of any investment products or services. The investment products or services mentioned in this webpage are not equivalent to, nor should it be treated as a substitute for, time deposit.
Investment involves risk. The price of an investment fund unit may go up as well as down and the investment funds may become valueless. Part of your investment may not be able to liquidate immediately under certain market situation. Please refer to our Wealth Management Services Terms (including relevant risk disclosures) and relevant fund offering documents for more details of our services as well as the nature and risks of the relevant products.
The investment decision is yours but you should not invest in these product(s) nor services unless the intermediary who sells them to you has explained to you that these products are suitable for you having regard to your financial situation, investment experience and investment objectives.
Before making any investment decisions, you should consider your own financial situation, investment objectives and experiences, risk acceptance and ability to understand the nature and risks of the relevant product(s).
If you have any inquiries on the nature and risks involved in this webpage, relevant product(s) and services, trading or investment funds, etc, you should seek advice from independent financial adviser.
The information contained on this Website should not be construed as a distribution, an offer to sell, or a solicitation to buy any securities in any jurisdiction where such activities would be unlawful under the laws of such jurisdiction. If you are outside of Hong Kong, please inform yourself about and observe any relevant restrictions. By proceeding with a purchase, you are representing and warranting that you are either resident in Hong Kong or the applicable laws and regulations of your jurisdiction allow you to access the information in this Website or our App and make the purchase.
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