iFund vs Yuanta Wealth

iFund is a versatile DIY online fund supermarket in Hong Kong for retail investors, offering more than 1,000 funds from over 40 reputable international fund houses. Investors can easily access comprehensive fund information and fund manager reports, conduct fund comparison and fund filtering with various analytical tools, and place fund buy/sell/switch orders online with ease. iFund allows clients to invest in a wide range of funds with various asset classes from global equity and debt markets to suit their risk appetite and investment objective. Six major features of iFund 1. Choice on 1000-plus funds 2. Low as Zero subscription fee 3. Earn iPoints from iFund activities 4. Abundant Fund information 5. Use of various analytical tools 6. Secured transactions Hotline:38963896 By using this app, you confirm that you accept the Terms of Use as set out in http://www.ifund.com.hk. Investment involves risk. Past performance is not indicative of future performance. Fund prices may move down or up, may fluctuate dramatically, and may become valueless. It is as likely that losses will be incurred rather than profit made as a result of buying and selling funds. Some funds are denominated in RMB which are currently not freely convertible, and are thus subject to risks associated with RMB including RMB foreign exchange risk, RMB hedging risk, offshore RMB ("CNH") market risk and RMB trading and settlement of fund units risk. Funds which are invested in emerging markets and smaller companies may also involve a higher degree of risk and are usually more sensitive to price movements. Before making any investment decision, investors should carefully read the prospectus and the offering document for further details. Investors should undertake their own research and study before trade or invest. Investors should carefully consider whether trading or investments are suitable in light of their own financial positions and investment objectives, and understand that they shall be wholly responsible for their investments. Investors are advised to seek independent financial and professional advice before trade or invest. The information herein does not constitute investment advice, or 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. The app contents are prepared and issued by Lion Global Financial Limited. Informational sources are considered reliable but you should conduct your own verification of information contained herein. This app and advertisements contained herein have not been reviewed by the Securities and Futures Commission of Hong Kong.

YUANTA WEALTH STAY EFFORTLESSLY CONNECTED TO YOUR WEALTH Yuanta Wealth is a dedicated digital wealth management app, designed to help you stay on top of your assets and make informed investment decisions anytime, anywhere. With a clear, intuitive interface and professional analytical insights, Yuanta Wealth brings all your investment information together in one elegantly simple app. Whether you’re reviewing portfolio performance, understanding your asset allocation, or tracking transactions, managing your wealth has never been more straightforward. KEY FEATURES PORTFOLIO OVERVIEW AT A GLANCE Monitor your investments performance, giving you a clear view of how your wealth is evolving. ASSET BREAKDOWN Explore your asset distribution through clear, visual summaries that help you understand exposure, diversification, and overall asset allocation. COMPREHENSIVE TRANSACTION RECORDS Easily review your trades and transfers history, across stocks, bonds, funds, structured products, insurance*, and more, keeping every movement transparent and traceable. TRANSACTION ALERTS & NOTIFICATIONS* Receive in-app reminders for key events such as contract expiry, dividend distribution and corporate actions, so you never miss what matters. ENTERPRISE-GRADE SECURITY Industry-recognized information security encryption technology, Yuanta Wealth is designed to safeguard your personal data and financial information at all times. *Some features will be available in subsequent versions. GETTING STARTED 1. Download Yuanta Wealth from the App Store. 2. Visit the Yuanta Securities (Hong Kong) official website at www.yuanta.com.hk/wealthapp/activation/en 3. Enter your exclusive invitation code and account information, complete identity verification and accept the relevant terms to activate the app. YOUR WEALTH JOURNEY, MADE SIMPLER, TODAY AND BEYOND. More powerful features are on the way as we continue to enhance your digital wealth management experience. For assistance, please contact your Relationship Manager. For technical support, please call the Customer Service Hotline at (852) 3555 7878.