You can pick any of our Advisors at your own wish:
- Trading-assisted advisors: FPTS's advisors will support you on how to trade and market information. You can register for an advisor to support you with the trading without having to register for the Investment Advisory Service. You will pay transaction fees according to the tariff of transaction support advisors, please see the detailed tariff here.
- Investment advisors: You and investment advisors make investment plans, implement plans and periodically evaluate investment performance to achieve optimal results. You need to register for Investment Advisory Service to choose an advisor.
You can see information about advisors on either EzTrade web-based trading platform and EzMobileTrading mobile application.
- On EzTrade online trading platform, navigate to Investment Advisory tab to get redirected to the service website https://ezadvisorselect.fpts.com.vn/
On this website, go to Search for Advisors to see information about our advisors. The list of advisors is initially displayed by the branch you are served and randomly arranged.
You may search by type of advisors (Trading-assisted advisors or Investment advisors) by selecting 1 of the 2 following screens:
On each screen, you may search by popular criteria like:
- By the name of the advisor: searched by the name of the advisor
- By the telephone number or email of the advisor: You can actively contact the advisor.
- By the branch: Working branch of the advisor (the system will by default pre-select to search only by the branch that serves the customer).
Each screen has its own search criteria:
- Investing advisory: Investing philosophy that the advisors are specialist.
- Year of experience
- On the mobile device, open the EzMobileTrading application to search for an advisor as follows:
1. Register Trading-assisted advisor
- At a time: You can register only 01 trading-assisted advisor.
- Register a trading-assisted advisor:
- Before 19:00 on a working day, the service will be effective on the next working day.
- After 19:00 on a working day or on a holiday/day off, the service will be effective on the day after the next working day.
On EzAdvisorSelect, you choose the advisor you want to register. After successfully choosing the advisor, you can register the trading-assisted advisor online.
- When the popup screen will show up a registration confirmation, click Yes to register for the Trading-assisted advisor service.
- Click “Receive OTP, enter OTP and click Confirm to send your registered information to FPTS. After you successfully register/choose the advisor, a notification email will be automatically sent to the chosen advisor.
On the mobile device, open the EzMobileTrading application as follows:
2. Register Investment Advisor
- At a time:
- You can register only 01 investment advisor
- You may only register 01 fee package of 01 advisor
- Register an advisor:
- Before 15:00 on a working day, the service will be effective immediately on the registration date.
- After 15:00 on a working day or on a holiday, the service will be effective on the next working day.
- Register an investment advisory service with one of his/her listed fee options.
- Each type of fee will have a different calculation and collection method:
Fee by investment performance
- Including service options, namely monthly, quarterly, semi-annual and annual. Only one option can be chosen at a time.
- The fee is based on the investment performance (profit) of your underlying securities from the beginning to the end of the service time.
- Formula:
+ Fee by investment performance = Investment performance in the period * Fee rate
+ In which, Investment performance in the period= MAX (0, Ending account value - Opening account value - Fund added in the period + Fund withdrawn in the period)
- This fee is collected only when the investment performance is positive (greater than 0).
- The fee is applied to a given period and cannot be used to cover previous periods with negative investment performance.
- Provisional rights: the value generated from your future rights will be calculated into your net asset value from the ex-dividend date as follows:
+ Number of shares with rights (provisional) = Number of available shares at the end of the day preceding the ex-dividend date + Number of shares purchased on the day preceding the ex-dividend date.
+ Rights to receive cash dividends:
Calculated from the end of the ex-dividend date until FPTS's Asset Report records this value.
Cash dividend value received (provisional) = Number of shares entitled to rights (provisional) * Dividend rate * Par value of shares
+ Rights to receive stock dividends or Rights to receive bonus shares (hereinafter collectively referred to as Rights to receive stock dividends):
Calculated from the end of the ex-dividend date until FPTS's Asset Report records this value.
Stock dividend value (provisional) = Number of rights-carrying shares * Stock dividend rate * Market price of shares
+ Rights to purchase shares include three periods:
Period 1: From the ex-dividend date to the record date of the list of shareholders entitled to stock purchase rights, registered with VSDC:
Purchase rights value (provisional) = Max (0, Market price – Issue price) * Number of rights-carrying shares (provisional) * Issue ratio)
Period 2: From the record date of the shareholder list with VSDC to the date on which you deposit money:
Purchase rights value (provisional) = Max (0, Market price - Issue price) * Number of purchased shares (based on the record date registered with VSDC)
Period 3: From the date you deposit money to the record date of share purchaser list registered with VSDC:
Purchase rights value (provisional) = Number of shares paid to be purchased * Market price + Max (0, Market price – Issue price) * Number of remaining unpaid shares
- Note: In case you deposit money to purchase shares in a secondary issue into FPTS’s rights-exercising accounts at banks, the system will compute this deposited amount as added fund of the period.
Fee by time:
- 3 options, namely daily, weekly or monthly. Only one option can be picked at a time.
- The fee is collected immediately upon successful registration.
- If you cancel the advisory service during the effective period, the fee will not be refunded.
- Note: If you register after 15:00, the effective date will be the next working day. If the registration has not taken effect and you opt for cancelling it, the fee will be refunded.
Fee by trading value:
- The fee is computed on the trading value of your underlying securities (exclusive of odd-lot transactions). The trading value of derivative securities will NOT be subject to investment advisory fee. The trading value-based fee is calculated by FPTS system for collection after the Stock Exchanges close.
- Formula: Trading value fee = Trading value of underlying securities * Fee rate.
Fee by net asset value (NAV):
- The fee is based on the total NAV of both underlying securities and derivative securities at the end of each day. The NAV-based fee is calculated and collected once on the first working day of the following month.
- NAV fee = Average value NAV of the month * Fee rate.
- After you successfully choose an advisor as you wish, you can register the advisory investment service of the chosen advisor offline or online.
- Offline registration: You contact the advisor at your service and the advisor exchanges necessary information with you and brings the Advisory Service Registration Form to you for completing registration information. You sign the form which will be sent to FPTS for service registration completion by the advisor.
- Online registration:
On the EzAdvisorSelect, you choose the advisor you want to register, pick the fee option and select the registration period, click Receive OTP, enter the OTP and click Confirm to send the registration information to FPTS.
- After you successfully register/choose the advisor, a notification email will be automatically sent to the chosen advisor.
- Register via the EzMobileTrading application as follows:
