How to Register and Enable the【LIFETIME $0 Subscription Fee^+ for J.P. Morgan DIRECT Investment Platform Customers】
Step 1: Enter same current email address registered with your MasterAccount as well as your MasterAccount number in the form above. Please ensure the information provided is correct. Then click “Submit”.
Step 2: Upon successful registration, the LIFETIME $0 subscription fee^+ will become effective for your MasterAccount within 5 business days. To enable this lifetime offer, please log in to J.P. Morgan DIRECT Investment Platform, and set your monthly investment date and amount on eScheduler within two months.
^ Please note that investing in our funds involves ongoing charges up to 2.18%#, which include management fees and other ongoing expenses.
+ Normal subscription fee: 3-5%.
Terms and conditions apply.
# The aforementioned 2.18% ongoing charges figure refers to that of JPMorgan Sustainable Infrastructure Fund (formerly known as JPMorgan Global Property Income Fund) and is for illustrative purposes only. Such figure is based on the annualised expenses for the period from 1 October 2021 to 30 September 2022 according to the audited annual report for the period ended on 30 September 2022 and may vary from year to year. The ongoing charges figure of each fund varies. For details, please refer to the respective product key facts statements of the funds. Information as of 30 September 2022.
【摩根DIRECT投資平台客戶 永久$0認購費優惠^+】登記及啟用方法
步驟 1:於上面所示的表格輸入您的綜合理財賬戶現時所登記的電郵,以及綜合理財賬戶號碼。請確認輸入的資料正確無誤,然後按「提交」。
步驟 2:成功登記後,永久$0認購費優惠^+將於5個營業日內在您的綜合理財賬戶自動生效。要啟用此永久優惠,請於兩個月內登入摩根DIRECT投資平台,並透過eScheduler網上月供基金設定每月投資日及金額。
^ 請留意,投資於我們的基金所包含的經常性開支比率可達 2.18%#,當中包括管理費及其他持續費用。
+ 一般認購費:3-5%。
優惠受條款及條件約束。
# 前述的2.18% 經常性開支比率乃指摩根可持續基建基金(原名為摩根環球地產入息基金)的經常性開支比率,僅供說明之用。該比率是根據截至2022年9月30日之經審核年度報告所載、由2021年10月1日至2022年9月30日的費用作年化計算,每年均可能有所變動。各項基金的經常性開支比率皆有所不同,詳情請參閱相關基金的產品資料概要。資料截至2022年9月30日。