LIFETIME $0 SUBSCRIPTION FEE FOR NEW AND EXISTING CLIENTS

Terms and Conditions

1. From 1 December 2022 to 31 December 2024 (the “Registration Deadline"), new and existing clients of JPMorgan Funds (Asia) Limited (“JPMFAL”) can enjoy lifetime $0 subscription fee for transaction(s) placed in MasterAccount (the “Offer”) subject to fulfilling the conditions below.


2. For the purpose of these terms and conditions:
   “Business Day” is a day other than a Saturday or Sunday on which banks in Hong Kong are open for normal banking business.
   “Existing clients” means clients who have maintained a MasterAccount with JPMFAL as of 1 December 2022.
   “New clients” means clients who do not maintain a MasterAccount with JPMFAL as of 1 December 2022.


3. To be eligible for the Offer, existing clients must:
   (i) have successfully registered for the Offer with their MasterAccount number and email address via this link on or before the Registration Deadline;
   AND
   (ii) execute at least one monthly investment plan via eScheduler on the J.P. Morgan eTrading platform (https://etrading.jpmorganam.com.hk) (“eTrading Platform”) in their MasterAccount within two months from the date of registration.
   JPMFAL will, by email or other means of communication, notify clients who have successfully registered for the Offer. For the purpose of the Offer, the date of such communication will be deemed as the date of registration.The lifetime $0 subscription fee under the Offer will become effective on a MasterAccount no later than five (5) Business Days after the date of registration.


4. To be eligible for the Offer, new clients must:
   (i) have successfully opened a MasterAccount (“MasterAccount”) with JPMFAL on or before the Registration Deadline by completing and submitting the MasterAccount application online at https://etrading.jpmorganam.com.hk/oao;
   AND
   (ii) execute at least one monthly investment plan via eScheduler on the eTrading Platform (https://etrading.jpmorganam.com.hk) in their MasterAccount within two months after the MasterAccount has been successfully opened.
   JPMFAL will, by email or other communication means, notify clients whose MasterAccounts have been successfully opened. For the purpose of the Offer, the date of such communication will determine the date on which the client successfully opened their MasterAccount. The lifetime $0 subscription fee under the Offer will become effective on the MasterAccount no later than five (5) Business Days after the MasterAccount has been successfully opened.


5. Once the Offer becomes effective on a MasterAccount, the MasterAccount’s tier will become Select tier, and will be indicated with the word “Select” on the eTrading Platform. For example, if the client is a Silver tier client, once the Offer becomes effective on the relevant MasterAccount, the tier will be changed to Select tier and indicated as “Select” on the eTrading Platform. It is the sole responsibility of the clients to review their tier statuses and order details on the eTrading Platform, and confirm whether the Offer has been applied to their MasterAccounts and dealing orders as expected.


6. In order to stay eligible for the Offer, existing clients and new clients must have at least one subscription transaction validly executed under the monthly investment plan via eScheduler within the specified timeframe in accordance with paragraph 3(ii) and 4(ii) above, respectively. In the event that no subscriptions were successfully made under such monthly investment plan for any reason (e.g. invalid payments) within the specified timeframe, the Offer will be withdrawn and cancelled on the relevant MasterAccount at any time and without any notice.


7. In the event that a client terminates the MasterAccount, the Offer will be withdrawn and cancelled upon termination of the relevant MasterAccount and will not be reinstated.

General Terms and Conditions

1. The Offer cannot be used in conjunction with any other promotional offers or discounts.


2. The Offer cannot be exchanged for cash and other products from JPMFAL or its affiliates.


3. To be eligible for the Offer, clients are required to (a) access the websites of JPMFAL within Hong Kong, (b) be the residents of Hong Kong holding a valid Hong Kong Identity Card or Passport accepted by JPMFAL, (c) be at least 18 years of age, and (d) comply with all applicable terms and conditions relating to the Offer. JPMFAL reserves the right to verify the eligibility of clients and disqualify any client in the event that such a client does not meet any of the aforementioned requirements.


4. JPMFAL is not responsible for any event of force majeure, any problems or technical malfunction of any telephone network or lines, computer online systems, servers, or providers, computer equipment, software failure of any email or entry to be received on account of technical problems or traffic congestion on the Internet, telephone lines or at any web site, or any combination thereof, including any injury or damage to client's or any other person's computer or other electronic devices or property related to or resulting from the participation in or downloading of any materials from the websites of JPMFAL.


5. The copyright of the materials contained at the websites of JPMFAL and any webpage that are linked to the websites belong to JPMFAL. No part of such materials included may be reproduced, transmitted or downloaded and saved, except that you may copy any part of such material subject to the following conditions:
   a. The material may be used only for private use and for non-commercial purposes.
   b. The copies must retain any copyright or other intellectual property notices contained in the original material; and
   c. The products, technology or processes described on the websites of JPMFAL and any webpage that are linked to the websites of JPMFAL may be the subject of other intellectual property rights reserved by JPMFAL or by other third parties. No license is granted herein in respect of those intellectual property rights.


6. Participants of the Offer agree that no claim shall be asserted against the JPMFAL or its affiliates, or any of their respective directors, officers, employees or agents from any and all losses (including special, indirect and consequential losses), damages, rights, claims and actions of any kind resulting from participating in the Offer.


7. JPMFAL reserves the right to cancel the Offer or to modify the related terms and conditions at any time without further notice. In case of any dispute, the decision of JPMFAL is final and conclusive.


8. In case of discrepancies between the English and Chinese versions of these Terms and Conditions, the English version shall prevail.


9. These Terms and Conditions shall be governed in all respects by the laws of the Hong Kong Special Administrative Region.

新客戶及現有客戶終身 0% 認購費優惠

條款及條件

1. 由2022年12月1日 至2024年12月31日（“截止登記日期”），在摩根基金（亞洲）有限公司（“摩根”）的新客戶及現有客戶在滿足以下條款及條件的前提下可在其綜合理財帳戶上的所有交易享有終身$0認購費（“此優惠”）。


2. 就此條款及條件而言：
   “營業日”是指除星期六或星期日外，香港銀行開放辦理正常銀行業務的日子。
   “現有客戶”是指，截至 2022 年 12 月1 日持有綜合理財賬戶的客戶。
   “新客戶”是指，截至 2022 年 12 月 1 日並未持有綜合理財賬戶的客戶。
   


3. 現有客戶必須：
   （i） 經此連結在截止登記日期或之前成功以其綜合理財賬戶號碼及電郵地址登記享有此優惠；
   及
   （ii） 在登記日起兩個月內，透過摩根網上交易平台 （https://etrading.jpmorganam.com.hk）(“網上交易平台”) 經eScheduler在該綜合理財帳戶上執行最少一個每月投資計劃， 方符合資格享有此優惠。
   摩根將通過電子郵件或其他通訊方式通知已成功登記此優惠的客戶。就此優惠而言，此通知的日期將被視為登記日。此優惠下的終身0％認購費將於登記日後的5個營業日內在相關綜合理財帳戶上生效。


4. 新客戶必須：
   （i） 在截止登記日期或之前在https://etrading.jpmorganam.com.hk/oao 提交及完成綜合理財帳戶開戶申請並成功開立綜合理財帳戶（“綜合理財帳戶”）；
   及
   （ii） 在成功開戶後兩個月內，透過摩根網上交易平台（https://etrading.jpmorganam.com.hk）(“網上交易平台”) 經eScheduler在帳戶上執行最少一個每月投資計劃，方符合資格享有此優惠。
   摩根將通過電子郵件或其他通訊方式通知已成功開立綜合理財帳戶的客戶。就此優惠而言，此通知的日期將被視為客戶成功開立綜合理財帳戶的日期。此優惠下的終身0％認購費將於客戶成功開立綜合理財帳戶後的5個營業日內在相關綜合理財帳戶上生效。


5. 當此優惠在綜合理財帳戶上生效時，綜合理財帳戶級別將更改為”特選”級別，並在摩根網上交易平台 (https://etrading.jpmorganam.com.hk) (“網上交易平台”) 上顯示為”特選”級別。例如，如客戶為銀星級別客戶，當此優惠在相關綜合理財帳戶上生效時，該級別將更改為”特選”級別，並在網上交易平台上顯示為“特選”級別。客戶有責任在網上交易平台上查看其帳戶級別及交易詳細資料，並確認此優惠是否已按預期在綜合理財帳戶上生效。


6. 現有客戶及新客戶之綜合理財帳戶必須分別在以上第3（ii）及4（ii）項所指定之時間以内，至少一次成功經eScheduler的每月投資計劃執行認購交易，方可繼續享有此優惠。 如果在指定時間內基於任何原因（如付款無效），並無成功透過該每月投資計劃進行認購交易，此優惠將隨時在相關綜合理財帳戶上撤回並取消，並恕不另行通知。


7. 如客戶終止綜合理財帳戶，此優惠將在相關綜合理財帳戶終止時撤回並取消，並不獲恢復。

一般條款及條件

1. 此優惠不能與其他推廣優惠或折扣同時使用。


2. 此優惠不可兌換為現金或摩根或其聯屬公司的其他產品。


3. 所有參加者必須 (a) 在香港登入摩根網站， (b) 身為香港居民，持有有效香港身份證或摩根認可的護照，(c) 年滿18歲， (d) 並符合所有相關優惠中所適用的條款及條件，方可參加是次優惠活動。摩根有權查證參加者是否符合資格，如發現參加者未能符合以上資格，即有權取消其參加資格。


4. 摩根不會對以下情況負責：不可抗力事件，電話網路或線路、電腦網路系統、伺服器、供應商、電腦設備的任何問題或技術故障，任何電子郵件軟體故障，參加記錄因技術問題或網路、電話線路或任何網站堵塞或多項問題而未能送達，或因參與或下載任何資料而造成參加者或他人電腦或其他電子儀器的損毀。


5. 摩根之網站與任何連接網站所載資料的版權均屬摩根所有。該等資料概不得複製、傳送或下載及儲存，惟參加者可在下列情況下複製任何該等資料：
   a. 資料僅作私人或非商業用途。
   b. 複製本必須保留原資料所載的任何版權或其他知識產權告示；及
   c. 摩根網站與任何連接網站所述產品、科技或過程或可能受摩根或其他第三方所保留其他知識產權所保障。本條款及條件概無就該等知識產權授出許可。


6. 優惠參加者同意，若因參加優惠而造成任何損失、損害、權利、申索及訴訟，將不會就該等任何損失（包括特殊、間接及連帶損失）而向摩根或其聯屬公司，或其各自的任何董事、職員或代理人提出申索。


7. 摩根保留取消此優惠或修訂有關條款及條件的權利而毋須另行通知。如有任何爭議，以摩根之最終決定為準。


8. 若本條款及條件之中文與英文版本有任何歧異，概以英文版本為準。


9. 本條款及條件於任何情況下均受到香港特別行政區法例之監管。