A transfer plan tells us how you want to allocate your money when you have one or multiple portfolios.

You can access your transfer plan through “Add New” or “Manage Funds”. You can re-use or edit your transfer plan while there isn't any funds processing. We will always invest your funds according to your latest transfer plan.

We support bank transfer. Once we have received your money, we will allocate it according to your transfer plan.

As per Securities and Futures Commission regulations, we are required to verify your identity by an initial deposit of not less than HK$10,000 or USD 1,300 bank transfer from your bank account, in order to open a Syfe account for you. After account opening, there is no minimum investment amount to get started.