Charles Schwab, Hong Kong, Ltd.
U.S. Investing Workshop

Charles Schwab, Hong Kong, Ltd. can be a strong partner for your U.S. investing. Don’t miss this informative and engaging workshop, where you will have the opportunity to learn more about:

  • Investment opportunities in the U.S. market
  • A brief history of Charles Schwab and our philosophy
  • Schwab Hong Kong’s products and services
  • How to use our research and trading tools
  • Taking the next step with your investment portfolio

Investor Workshops are designed to be of educational benefit to clients and add value to the client experience at Schwab. The information provided in the workshop is for general information purposes only and does not constitute any offer or solicitation or advice to buy or sell any security. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

Investment involves risk. The prices of securities fluctuate, sometimes dramatically. The prices of a security may move up or down, and may become valueless. It is as likely that losses will be incurred rather than a profit made as a result of buying and selling securities. Past performance is no indication of future results, and values fluctuate.

Diversification strategies do not ensure a profit and do not protect against losses in declining markets.


Schwab Trading Services (formerly known as Active Trader or Active Trading services) includes access to StreetSmart® trading platforms. Access to NASDAQ TotalView® is provided for free to non-professional clients who have made 120 or more equity and/or options trades in the last 12 months, 30 or more equity and/or options trades in either the current or previous quarters, or maintain US$1 million or more in household balances at Schwab. Schwab Trading Services clients who do not meet these requirements can subscribe to NASDAQ TotalView for a quarterly fee. Professional clients may be required to meet additional criteria before obtaining a subscription to NASDAQ TotalView. Call +852-2101-0500 to request access (a Schwab brokerage account is required). Schwab reserves the right to restrict or modify access at any time. Access to electronic services may be limited or unavailable during periods of peak demand, market volatility, systems upgrades or maintenance, or for other reasons.

By submitting the form on registration page, you agree that any personal data provided may be used or held by Charles Schwab, Hong Kong, Ltd. for the purpose of carrying out or following up the above-mentioned activity. We may contact you by telephone or email for this purpose. You acknowledge that Charles Schwab, Hong Kong, Ltd. may process information on this data outside Hong Kong. You have rights of access and correction with respect to your personal data held by us. If you wish to exercise these rights, please contact our office.


Charles Schwab, Hong Kong, Ltd. is registered with the Securities and Futures Commission (“SFC) to carry out the regulated activities in dealing in securities and advising on securities under registration CE number ADV256.

NOTICE: All email sent to or from the Charles Schwab corporate email system may be retained, monitored and/or reviewed by Schwab personnel.

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We respect your privacy. To minimize your receipt of duplicate information and for internal recordkeeping purposes, Schwab may track responses, if any, to this offer. Read more about Schwab's privacy policy.

http://www.schwab.com.hk/privacy

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