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Guide to Citi Plus Investment Services & promotion

Terms and Conditions for “Citi Plus HKD8 HK Stock Brokerage fee” and “Citi Plus USD1 US Stock Brokerage fee” (the “Offer”):

  1. Unless otherwise specified, the Offer is valid from April 1 to June 30,2022 ("Promotion Period"), both dates inclusive.
  2. The Offer is only applicable to Citi Plus clients (“Eligible Clients”) at Citibank (Hong Kong) Limited (the “Bank”), and only applicable to stock transactions that fulfill the below requirements (“Eligible Transaction”):
    • i. The Eligible Transaction refers to a single buy or sell transaction of Hong Kong or US stock only. Buy and sell transactions of stock in other markets, stock transfer-in and transfer-out, Initial Public Offering, Stock Regular Savings Plan related transactions, and transactions conducted via the Dedicated Trading Hotline are not considered as Eligible Transaction.
    • ii. Eligible Transaction conducted via Citi Mobile® App or Citibank Online within the Promotion Period
  3. During the Promotion Period, Eligible Clients can enjoy below Special Brokerage Fee (“Special Brokerage Fee”) for their Eligible Transaction:
    Stock Market Special Brokerage Fee
    Hong Kong Stock (Settled in HKD) HKD8 per transaction
    Hong Kong Stock (Settled in CNY) CNY8 per transaction
    US Stock USD1 per transaction
  4. Eligible Clients will be paying the Special Brokerage Fee at the time of performing Eligible Transaction. The Special Brokerage Fee will be deducted from the linked settlement account of the selected securities account.
  5. Eligible Clients are still subjected to charges other than brokerage fee, including and not limited to stamp duties, transaction levy and transaction fee (if applicable)
  6. The Offer is not applicable to Clients who are enjoying other HK and US stock-related offers (including and not limited to ‘HK/US stock 3-month Brokerage Buy Fee Waiver’)
  7. The offer is not applicable to
    • i. U.S. Persons.
    • ii. The European Union (EU) and European Economic Area (EEA) residents.
    • iii. Employees of the Bank or its subsidiaries during the Promotion Period.
  8. The Bank reserves the right to suspend, amend and terminate the offers and change the Terms and Conditions from time to time without prior notice.
  9. The Bank reserves the right of final decision in the event of dispute.
  10. In the event of discrepancy between the English and Chinese versions, the English version shall prevail.

 

Terms and Conditions for "Stock Transfer-in for up to HK$3,000 Cash Reward" offer:

  1. The promotion is valid from April 1 to June 30,2022 ("Promotion Period"), both dates inclusive.
  2. Clients must successfully transfer in HK/ US/ SH/ SZ stock from a third-party financial institution/ bank at a branch or via the “Stock Transfer” function on Citibank Online during the Promotion Period, to be eligible for the cash reward.
  3. The cash reward amount will be determined by the total stock transfer-in value net of the total stock transfer-out value (“Total Stock Net Value”) of a client during the promotion period, according to the table below:
    Total stock net value (HK$) Cash reward amount (HK$)
    $500,000 - <$1,000,000 $500
    $1,000,000 - <$3,000,000 $1,000
    $3,000,000 or above $3,000
  4. The Total Stock Net Value is based on the multiple of the closing stock price* on the last trading day of the corresponding successful transfer-in month and number of shares. If a stock involves foreign currency, an exchange rate of USD1 = HKD7.8/RMB1 = HKD1.2 will be used for its stock value calculation.
  5. The stock transfer activities in a joint name stock account will be considered in the Total Stock Net Value calculation for the primary account holder.
  6. Each client can only enjoy the offer once during the promotion period.
  7. The cash reward will be rebated to clients’ Hong Kong Dollar settlement account on or before September 30, 2022. Clients should maintain a valid securities account and Hong Kong Dollar settlement account at the time when the rebate is made, otherwise the cash reward shall be forfeited absolutely and shall not be paid to the Client through any other means.
    *Previous closing stock price is subject to Hong Kong Exchange (HKEx) adjustment. For details, please refer to the “Guidelines on Adjustments to the Previous Closing Price of a Security” published by HKEx.

 

Terms and Conditions of “HK$280 Cash Rebate for New to Stock Clients” (“Offer”)

  1. Unless otherwise specified, the Promotion Period of the Offer is valid from April 1 to June 30,2022, inclusive of both dates (“Promotion Period”).
  2. The Offer is applicable to:
    • 2.1a A New Client (“New Client”) who successfully opens a banking account and a Hong Kong securities account with Citibank (Hong Kong) Limited and/ or Citibank, N.A., organized under the laws of U.S.A. with limited liability (“the Bank”) via Mobile Account Opening. New Clients must not have cancelled or held any sole or joint banking account and securities account with the Bank within the past 12 months. OR
    • 2.1b  An Existing Client of the Bank who successfully opens a new Hong Kong securities account with the Bank via Citibank Online during the Promotion Period (“New Stock Client”). New Stock Clients must not have cancelled or held any sole or joint securities account with the Bank within the past 12 months. AND
    • 2.2  New Client and New Stock Client must have at least one Eligible Stock Transaction* via Citibank Mobile Stock Services within the first 3 calendar months of Hong Kong securities account opening (including the account opening month).
      *Eligible Stock Transaction refers to Hong Kong stock buy or sell transactions only. Buy and sell transactions of stock in other markets, stock transfer-in and transfer-out, Initial Public Offering, Stock Regular Savings Plan related transactions, are not considered as Eligible Stock Transaction in the Program.
  3. Upon fulfilling the requirement of Clause 2, the eligible New Client and New Stock Client will be entitled to HKD280 cash rebate.
  4. The Offer will be only given once to the Primary Account Holder for joint accounts during the Promotion Period.
  5. The Offer will be rebated to the Hong Kong Dollar settlement account of the eligible New Clients and New Stock Clients that is linked to the securities account on or before October 31, 2022. New Clients and New Stock Clients should maintain a valid securities account and Hong Kong Dollar settlement account at the time when the rebate is made, otherwise the Offer shall be forfeited absolutely and shall not be paid to the Client through any other means.
  6. The Offer is not applicable to US persons.
  7. The Offer cannot be transferred or exchanged for cash or other offers.
  8. The Offer is not applicable to clients who are the employees of the Bank or its subsidiaries during the Promotion Period.
  9. The Bank reserves the right to vary or cancel all offers and/ or amend any of these Terms and Conditions at anytime without prior notice. All matters and disputes will be subject to the final decision of the Bank.
  10. The English version of these Terms and Conditions shall prevail wherever there is a discrepancy between the English and the Chinese versions.

 

Terms and Conditions for No Minimum Brokerage Fee Offer:

  1. No Minimum Brokerage Fee Offer (the "No Minimum Brokerage Fee Offer") is valid until June 30, 2022.
  2. Clients who conduct HK or US stock transactions via Citibank Online or Citibank Mobile Securities Services will have the minimum brokerage fee (HK stock: HKD/RMB100 per transaction; US Stock: USD30 per transaction) waived. The No Minimum Brokerage Fee Offer is not applicable to transactions conducted via the Dedicated Trading Hotline.

 

General Terms and Conditions:

  1. Clients will still be charged non-brokerage fee items such as, but not limited to, Stamp Duty, Transaction Levy and Trading Fee where applicable.
  2. Online IPO application handling fee waiver is valid until June 30, 2022.
  3. All the above offers cannot be used in conjunction with any other offers.
  4. All the above offers / rewards are not applicable to clients who are the employee of the Bank or its subsidiaries during the Promotion Period and at the time crediting the rewards.
  5. The Bank reserves the right to suspend, amend and terminate the offers and change the Terms and Conditions from time to time without prior notice.
  6. The Bank reserves the right of final decision in the event of dispute.

In the event of discrepancy between the English and Chinese versions, the English version shall prevail.

 

Important Disclaimer:

The US Securities and Exchange Commission (SEC) issued an order directing Equity Exchanges and Financial Industry Regulatory Authority (FINRA) to launch a Tick Size Pilot Program. Tick Size Pilot Program has been implemented and effective from October 3 2016. For limit orders or stop loss orders submitted before US Market open or during the US Stock trading hours, Customer must input a price in an increment of US$0.05 for buying and selling the selected US securities, otherwise, the order will not be processed. Customer should check the order status after order submission. For selected US securities list and details, please refer to the FINRA website for more information.

Disclaimer - Third Party Content

The information and data on this website is provided by third party providers. The use of any product, service or feature available through the internet Website accessible at [citibank.com.hk] (the "Website") by any user of the Website ("I") shall be governed by the following terms.

Third Party Content

The Website makes information of third parties available, including stock prices, analysts' views, company information, data about financial markets and news reports (the "Third Party Content"). I acknowledge and agree that the Third Party Content is neither created nor endorsed by any business offering products or services through it. The provision of Third Party Content is for general information only and is not intended to constitute a recommendation or solicitation to purchase or sell any security or make any other type of investment or investment decision. In addition, the Third Party Content is not intended to provide tax, legal or investment advice. I acknowledge that the Third Party Content provided to me is obtained from sources believed to be reliable but, save to the extent provided otherwise in the Terms and Conditions for Accounts and Services or other applicable terms and conditions, no guarantees are made by Citibank, the Website or the providers of the Third Party Content as to its accuracy, completeness or timeliness. I acknowledge that the Third Party Content does not take into account any views held or promulgated by Citigroup, Inc. (which may or may not have been communicated to me) and that such views may in fact be contrary to the Third Party Content. I agree not to hold the website, any business offering products or services through the Website or any provider of Third Party Content liable for any investment decision or other transaction I may make on the Website (regardless of whether or not such data is taken into account by me), or any liability that may arise due to delays or interruptions in the delivery of the Third Party Content for any reason.
Citigroup Inc., its affiliates and its employees are not in the business of providing tax or legal advice to any taxpayer.
THERE IS NO WARRANTY OF MERCHANTABILITY, NO WARRANTY OF FITNESS FOR PURPOSE, AND NO WARRANTY OF NON-INFRINGEMENT. THERE IS NO WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, REGARDING THIRD PARTY CONTENT.

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Nothing contained herein shall supersede, alter or nullify the terms of any other agreements I have or will make with any business providing products or services through [citibank.com.hk].

Important Disclaimer:

You should seek advice from your professional advisors as to your particular tax position, including but not limited to estate duty and withholding tax that might arise from investing in overseas products. This website is for information purposes only and does not constitute any offer or solicitation or advice to buy or sell any security. Investments are not bank deposits and are not obligations of, guaranteed or insured by Citibank (Hong Kong) Limited, Citibank, N.A., Citigroup Inc. or any of its affiliates or subsidiaries, or by any local government or insurance agency, and involve risks, including the possible loss of the principal amount invested. Share prices may go down as well as up. Investment products are not available for U.S. persons and might only be applicable to limited jurisdiction. Any person considering an investment should seek independent advice on the suitability or otherwise of the particular investment.
This website is for information only and does not constitute any offer or solicitation to buy or sell. The risk of loss in foreign exchange trading can be substantial. Foreign currency trading is subject to rate fluctuations which may provide both opportunities and risks. Foreign exchange trading involves risk, including the possible loss of the principal amount invested. RMB exchange, like any other currency, is subject to exchange rate fluctuations. The exchange rate of RMB can go up and down. The applicable rate of RMB exchange is the offshore ("CNH") rates. Placing contingent orders, such as "stop loss" or "stop limit" orders, will not necessarily limit losses to the intended amounts. Market conditions may make it impossible to execute such orders. Investors may experience a loss when they convert foreign currency back to their home currency. Foreign currency trading involves risk, including the possible loss of the principal amount invested. Investors should therefore carefully consider whether such trading is suitable in the light of their own financial position, investment objectives and risk profile. Exchange Controls imposed by the relevant authorities may also adversely affect the applicable exchange rate.
Citibank (Hong Kong) Limited endeavours to ensure the accuracy and reliability of any data and information they provide but do not guarantee the accuracy or reliability of such data and information and accepts no liability (whether in tort or contract or otherwise) for any loss or damage arising from any inaccuracies or omission. The use of such data and information is at the user's sole risk. Such data and information of this website are provided for personal use only and shall not be furnished to any other person or entity for any reason. Any copying, reproduction and/or redistribution of any of the documents, data, content or materials contained on or within the Citibank Online and/or provided through the services without the express consent from Citibank (Hong Kong) Limited is strictly prohibited.
In the event of discrepancy between the English and Chinese versions, the English version shall prevail.

 

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