Fund fixed investment Generally speaking, there are two ways to invest in funds, single investment and regular fixed amount.

The regular fixed amount method is similar to the "small deposit withdrawal" method of bank savings.

The so-called "regular fixed amount" means investing a fixed amount (for example, NT$500) in the same open-end fund at fixed intervals (for example, the 25th of every month).

Its biggest advantage is the average investment cost and avoids the risk of timing.

·Advantages of regular fixed amounts: First, regular investment can make more money.

Investors may have some idle funds every once in a while. By purchasing funds through a regular fixed investment plan for investment appreciation, they can "gather sand into a tower" and accumulate a considerable amount of wealth without knowing it.

Second, the payment is automatically deducted and the procedure is simple.

You only need to go to the fund agency to go through a one-time procedure, and the deduction and subscription for each period in the future will be automatically processed.

Third, invest equally to spread risks.

Funds are invested on schedule, and the cost of investment is relatively even, thus diversifying risks to the maximum extent.

☆ "Fund Fixed Investment" product list ICBC Credit Suisse Core Value Fund (Fund Code: 481001) GF Steady Fund (Fund Code: 270002) Rongtong Blue Chip Growth Fund (Fund Code: 161605) Noah Balanced Fund (Fund Code: 320001) Boshi Selected Stocks

Fund (Fund Code: 050004) Southern Baoyuan Bond Fund (Fund Code: 202101) GF Jufu Fund (Fund Code: 270001) Shenwan Paris Shengli Select Fund (Fund Code: 310308) Huaan MSCI China A-Share Index Enhanced

Fund (Fund Code: 040002) Guolian Andesheng Steady Fund (Fund Code: 255010) Southern Steady Growth Fund (Fund Code: 202001) Rongtong Shenzhen Stock Exchange 100 Index Fund (Fund Code: 161604) Baoying Pan-Coastal Regional Growth Fund (Fund

Code: 213002) Soochow Jiahe Advantage Select Fund (Fund Code: 580001) Wells Fargo Tianhui Select Growth Fund (Fund Code: 161005) ICBC Credit Suisse Selected Balanced Fund (Fund Code: 483003) GF Jufeng Fund (Fund Code: 270005

) SDIC UBS Core Enterprise Fund (Fund Code: 121003) China Universal Advantage Select Fund (Fund Code: 519008) Invesco Great Wall Emerging Growth Fund (Fund Code: 260108) Southern Active Allocation Fund (Fund Code: 160105) Nuo

An Stock Fund (Fund Code: 320003) Penghua Industry Growth Fund (Fund Code: 206001) Rongtong Juchao 100 Index Fund (Fund Code: 161607) Shenwan Paris New Power Fund (Fund Code: 310328) E Fund Value Select Fund (

Fund code: 110009) BOC International China Select Fund (Fund code: 163801) generally makes money.

Transaction fees and charging models for fund fixed investment: (1) Transaction fees: The same as general fund transaction fees, no additional fees are charged.

The specific fee rate is subject to the announcement of each fund product.

(2) Charging model: consistent with the charging model announced by the fund.

If the fund charging model is "front-end and front-end", investors can choose between front-end and back-end charging models when handling the fund's fixed investment subscription business.

Application plan for fund fixed investment: (1) Prerequisites: You must first open an ICBC RMB settlement account (debit account for fund fixed investment subscription business), a fund trading card, an ICBC fund trading account, and a TA fund account of a fund management company

(Account status is normal).

(2) The customer submits the fund trading card and fills in two copies of the "Application Form for Fund Fixed Investment Business", and carefully reads the instructions on the back of the second copy of the application form.

(3) It means that the investor agrees that the agency will subscribe for an open-end fund at the same time interval and the same amount in accordance with the regulations of the fund management company and the agency.

(4) Investors can apply to participate in fixed investment in the same fund multiple times, or participate in fixed investment in multiple funds.

(5) On the day of application, investors cannot apply for withdrawal from the fund fixed investment subscription business.

(6) After the transaction confirmation (T+2) is successful, investors can go to our bank’s fund business acceptance outlets to print the fund business confirmation notice.

(7) If you open a fund account on the same day, you can immediately activate fixed-time and fixed-amount transactions without batch confirmation of TA account opening applications.