How to Invest
Schroders strongly recommend you read the relevant fund offering documents before making any fund subscription. Please download a copy of any relevant Schroders fund offering documents here.
How to Buy
To subscribe to a fund, please complete, sign and personally return your application form to Schroder Investment Management (Hong Kong) Limited:
Level 33, Two Pacific Place,
88 Queensway, 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 Schroder Investment Management (Hong Kong) Limited 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 Schroder Investment Management (Hong Kong) Limited by fax or by 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.