Is your investment adviser independent and unbiased?

Can investment advisers be truly independent if they receive commissions and fee rebates from product issuers? Starting from 17 August 2018, all distributors / investment advisers under Securities and Futures Commission’s regulatory regime are required to provide clear disclosures to investors on whether or not they are independent and explain the reason.

Managing your retirement funds

Learn about the various products for the elderly to manage their retirement funds. Depending on individual needs and risk levels, products such as the HKMC Annuity Plan, Reverse Mortgage Programme, Silver Bond, HKD fixed deposit and blue chip stocks have different features that cater to different financial objectives.

Get ready for back-to-school expenses

It is time to get ready for the new school term. Parents can take this opportunity to involve their children in the back-to-school budgeting exercise, and encourage children to record daily expenses and set saving goals.

Budgeting for a new baby

Having a baby? Check out our tips and use the Baby Budgeting Worksheet to plan ahead.