How to invest
Important Notice
Schroders strongly recommend you read the relevant fund offering documents before making any fund subscription. A copy of any relevant Schroders fund offing document can be found in the Fund Centre.
How to buy
To subscribe to a fund, please complete, sign and personally return your application form to HSBC Transfer Agency:
HSBC Transfer Agency, 5/F Tower 1
HSBC Centre, 1 Sham Mong Road,
Kowloon, Hong Kong
Please also submit the following documents to eliminate unnecessary delays:
- A photocopy of your Hong Kong ID Card or passport;
- A proof of address obtained within the last 3 months; and
- Payment, by either cheque (in Hong Kong dollars) or via telegraphic transfer (T/T). For T/T payments, please bring along your transfer receipt when making your application.
How to switch
To switch funds, please complete, sign and return a switch application form to HSBC Transfer Agency by fax or post. While a 1% switching fee is generally applicable, please double-check prevailing fees when switching from equity to equity, equity to bond or equity to liquidity fund.
How to sell
To redeem funds, please complete, sign and return a redemption form to HSBC Transfer Agency by fax or post. Unless advised otherwise by your Fund Manager, no redemption charges apply and your proceeds will be made available to you within a few business days.