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Investment Advisory Service
We really know that all investors have their own financial plans. Therefore, our highest goal is to side with our customers and give best financial solutions for our customers to increase assets and achieve their goals.
Customers are responsible for their investment decisions. However, our advisors are committed to utilizing all our knowledge, expertise with highest integrity and care to guide, advise and help our customers make better investment decisions.
Fee charged by
service time
Fee charged by
Net Asset Value
Fee charged by
trading value
Fee Charged by Service Time
The investment advisory fee is calculated on the basis of the time that customers register to use the service by day/week/month. The fee will also be settled as soon as they register the service.
Fee Charged by Net Asset Value
The investment advisory fee is calculated on the basis of the weighted net asset value (NAV) of the securities trading account during the time customers use the service. The fee of the current month will be settled on the first working day of the following month.
Fee Charged by Trading Value
The investment advisory fee is calculated on the basis of trading value of the underlying deal during the time customers use the service. The fee of the current month will be settled on the first working day of the following month.
TERMS OF INVESTMENT ADVISORY SERVICE
- The Investment Advisory Service is a service of FPT Securities Joint Stock Company (FPTS) that, upon the request of a Customer, FPTS appoints one or more Advisors/Analysts (hereinafter referred to as Advisors) to provide information, support formation, manage portfolios and put forth recommendations to such Customer when he/she invests in securities.
- After being appointed, the Advisors shall proactively utilize their knowledge, expertise, integrity and care to support the Customer to achieve investment requirements and objectives. The support includes advising on constructing and managing the portfolio; establishing and adhering to investment strategies; providing macro, industry and business information and reports; and recommending securities purchases or sales.
- Advisors shall offer advice or recommendations based on sources of information deemed reliable, available and legal by such Advisors. However, the Advisors cannot guarantee the accuracy or completeness of these sources of information.
- Advice or recommendations are only limited to proposals. Such proposals are not to be construed as a guarantee for no loss suffered or a commitment to profit achieved to the Customer. The Customer has the full right to decide whether or not to use the information and suggestions offered by Advisors and the Customer is solely responsible for the use of such information or proposals.
- The Customer has fully comprehended that risks may arise in securities investment and accepted such risks. The Customer agrees that Advisors do not make the investment decision and will not be liable for any damage or loss arising in securities investment of the Customer. In addition, the Customer has understood that FPTS is not responsible for any information, judgments and suggestions offered by the Advisors. For that reason, the Customer commits himself/herself not to have any claim or demand for compensation in connection with this Service from Advisors and FPTS.
- By voluntarily signing the Investment Advisory Service Registration Form, the Customer also agrees and certifies that he/she has thorough knowledge of the Investment Advisory Service and investment advisory fee payment plans to choose best plan and service registration time. The Customer commits himself/herself to complying with FPTS’s regulations on Investment Advisory Service.
- When the Customer wants to change Advisors or wants to terminate this Service, he/she undersigns the Request for Change of investment Advisory Service and contact FPTS’s Customer Service Department for support.