Instruction on selecting Self-trading

Customers who actively trade securities without the assistance of investment consultants can select Self-trading to optimize transaction fees (refer to the trading tariff at FPTS here). After choosing Self-trading method, if you continue to use in-depth investment advisory services, you can select and register the most suitable Consultant via EzAdvisorSelect of FPTS (A fee-based investment advisory service of FPTS).

Sefl-trading can use simply on securities trading account, please following the instructions below:

1.1.1 Change on EzTrade

You log into your trading account on EzTrade. On menu bar, click on “Management”.

Customer clicks on the status of Self-trading.

Select "Yes" to confirm your request.

Select how to calculate transaction fees (Fixed or Tier-based fee), then click Confirm.

When you completed the registration, the Self-trading will display a green Register button.

Finally, enter the OTP code to confirm your information.

1.1.2 On EzMobileTrading

Notes:

• If you choose Self-trading before 19:00 on T0 day, the new fee will take effect from the next working day (T+1). If you choose Self-trading after 19:00 or on a holiday, the new fee will take effect from the next working day (T+2).

• Customers will be self-sufficient in the transaction process without the support of consultants. Please dial 1900 6446, press 1 for FPTS’s Customer Service Department if you need our assistances.