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個人理財服務

成為 Syfe 個人理財客戶有甚麼好處？
我們的個人理財管理揉合了線上財富管理與個性化投資諮詢服務。作為 Syfe 私人財富管理的客戶，你不僅可以享受相宜的費用，還可以獲得其他級別沒有的一系列產品和服務。

Syfe 的個人理財管理產品目前包括：
- 較低的費用
- 深度財務策劃和建議
- 專屬的理財顧問
與我們專業的理財顧問預約談話這裡。
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是否先要成為個人專業投資者才能成為 Syfe 個人理財客戶？

成為個人專業投資者不是先決條件。

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成為 Syfe 個人理財客戶是否有最低投資額要求？

我們的個人理財客戶通常以至少 500 萬港元的資產開始使用服務。
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Syfe 個人理財戶口的管理費是多少？

Syfe 個人理財客戶享有相宜的管理費，為每年 0.35%，適用於由 Syfe 管理的投資組合。
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The information contained herein is for general information and reference purposes only. Information on this website is not and should not be construed as an offer to sell, or a solicitation of an offer to buy any security, investment product or service, nor a distribution of information for any such purpose. It is not intended to form the basis of any investment decision.
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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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Every reasonable care has been taken by Syfe to ensure that the information included on this website is correct, up-to-date, complete, fit for its intended purpose and in line with relevant legislation and regulations. However, errors or omissions may occur due to circumstances out of Syfe’s control and information or forecast, being current only as at the date it is first posted, showing prevailing market conditions and certain assumptions (which may not be proven valid) posted on this website is and may no longer be true or complete when viewed by you. No warranty will be given or representation made, regarding the accuracy, validity or completeness of the information on this website and no liability is accepted by such persons for the accuracy or completeness of such information.

此網站所包含的資料祗供⼀般資料及參考之⽤，本網站的資訊並非也不應被解釋為出售要約，或購買任何證券、投資產品或服務的要約邀請，也不得解釋為任何此類⽬的的資訊發送。此網站不擬構成任何投資決定的基礎。
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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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以上所提及的基⾦或許並未獲得香港證券及期貨事務監察委員會（「證監會」）認可。如有需要，應尋求獨立專業意⾒。本網頁及本廣告未經證監會審核。Syfe HongKong Limited （“Syfe"）中央編號：BRQ741）持有由香港證監會發出的第 1 類（證券交易）、第 4 類（就證券提供意⾒）及第 9 類（提供資產管理）牌照，可從事相關的投資活動。
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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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