How and when will I receive monthly statements for my investments?

Your Syfe Monthly Statements will be made available via your Syfe app latest by the 3rd week of the next month. It summarises your portfolio holdings at the end of the month as well as your executed transactions within that month.

Can I retrieve my monthly statements in the Syfe app?

Yes, you will be able to access and download them via the Syfe app. Please note that we do not send out hardcopy statements.

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Choose Year and Month > Download

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Investors should not make any investment decision based solely on the information and services provided herein. Before making any investment decision, investors browsing this website should consider his/her own circumstances including but not limited to his/her financial situation, investment experience and investment objectives, and should understand the nature, terms and risks of the relevant investment funds in detail.
Unless otherwise specified, all historical figures shown are for illustration purposes only and not necessarily indicative of future performance. All forms of investment carry risks, including fluctuation of prices of fund units and the possibility of loss of the capital invested. Please ensure that you fully understand the risks and costs involved by reading the Risk Disclosure Statement.
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The fund(s) mentioned above may not be authorised by the Securities and Futures Commission ("SFC") in Hong Kong. Please seek professional advice from an independent financial consultant where necessary. The webpage(s) and this advertisement have not been reviewed by the SFC. Syfe Hong Kong Limited (“Syfe”) is a Hong Kong Corporation licensed by the SFC (CE No. BRQ741) under Types 1 (Dealing in Securities), 4 (Advising on Securities), and 9 (Asset Management) for conducting relevant investment activities.
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投資者不應只按此網站所包括的資料和服務⽽作出任何投資決定。在作出任何投資決定之前，投資者應先考慮⾃⼰的個⼈情況，包括但不限於個⼈的財政狀況、投資經驗、投資⽬標及應考慮相關基⾦投資的性質、條款以及風險。
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除非另有說明，否則本網站顯示的所有歷史數據僅作說明之⽤，並不⼀定代表將來表現。投資者須注意，所有形式的投資都有風險，包括基⾦單位價格可能會波動且可能會損失投資本⾦。請確保你透過閱讀風險披露聲明，充分了解所涉及的風險和成本。
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Syfe 已採取⼀切合理的措施，以確保本網站所包含的信息是正確、最新、完整，符合預期⽤途，並符合相關法律和法規。然⽽，由於 Syfe 無法控制的情況，可能會發⽣錯誤或遺漏，⽽在本網站上發布的資訊或預測僅限於其⾸次發布當⽇的最新情況，顯示當前的市場條件和某些假設（可能無法證實其有效性），當您查看這些資訊或預測時，可能不再準確或完整。對於本網站上資訊的準確性、有效性或完整性，本公司不作任何保證或聲明，對於此類資訊的準確性或完整性，本公司不承擔任何責任。

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