Regulated

Fidelity

Country:

Founded: 2005

Maximum leverage: 2:1

0%
Score
Licence Status
AA
Regulator
SFC
Trading flatform
Fidelity Online
Mobile App
Official
Review Support Open Account
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    Score Review

    Lisense score
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    Software score
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    Flatform score
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    customer support
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    Lisense

    Details
    🇭🇰 Hong Kong 408
    AA
    SFC Authorised
    🇯🇵 Japan 152
    AA
    FSA Authorised

    Contact information

    Web: https://www.fidelity.com.hk/en/

    Email :

    hkenquiry@fil.com

    Phone: +85226292629

    Trading account

    Brokerage Fedility
    Brokerage Account for Businesses
    Cash Management Account (CMA)
    Minimum Deposit None $
    Spread $0 commission (US stocks, ETFs, options)
    Margin call level Core Position
    Leverage Margin available
    Product Stocks, ETFs, options, mutual funds, bonds, precious metals, crypto
    Minimum Deposit None $
    Spread Mostly $0 commission (US securities)
    Margin call level Core Position fund
    Leverage Margin may be available
    Product Stocks, bonds, ETFs, mutual funds, cash management
    Minimum Deposit None $
    Spread No spread
    Margin call level Core Position
    Leverage No margin
    Product Cash, limited investing (no margin/options trading)

    Top 5 Broker

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    Broker information

    Headquarters: HongKong

    Founded: 2005

    Company name: FIL Investment Management (Hong Kong) Limited

    Payment: Bank

    Company Introduction

    Fidelity, established in 1969 in the United States, operates under the supervision of the Hong Kong Securities and Futures Commission (SFC). With over half a century of experience, Fidelity has built a solid reputation as a global financial institution, focusing on long-term investment solutions rather than short-term speculative trading such as Forex or CFDs.

    Products & Services

    Fidelity provides a wide range of investment solutions, including:

    • Global investment funds.
    • Multi-asset solutions.
    • Thematic investments.
    • Sustainable investments (ESG-focused).
    • Retirement plans: MPF and ORSO for individuals and businesses

    Advantages & Disadvantages

    Advantages: 

    • Long history since 1969 with global reputation.
    • Regulated by SFC, ensuring transparency and investor safety.
    • Diverse portfolio with a focus on sustainable investing.
    • Competitive fees for large investments (0% – 0.6% for investments above USD 1 million).
    • Flexible retirement solutions suitable for both individuals and corporations

    Disadvantages: 

    • No demo account available.
    • No Islamic (Sharia-compliant) accounts.
    • Relatively high fees for small investors (1.5% – 3% for investments under USD 50,000)

    Account Types

    • Fidelity offers multiple account types to meet investor needs:.
    • Individual Accounts – for self-directed investors.
    • MPF/ORSO Accounts – for employees and corporate retirement schemes.
    • Intermediary Accounts – for advisors and asset managers.
    • Institutional Accounts – for pension funds, family offices, and large financial institutions

    Trading Platforms

    • Fidelity Online – accessible via PC/Mac browsers
    • Mobile App – available for iOS and Android → Enabling clients to monitor and manage investments anytime, anywhere.

    Fees & Investment Policies

    Tiered fee structure:

    • Over USD 1 million: 0% – 0.6%.
    • Under USD 50,000: 1.5% – 3%.

    Monthly investment plans:

    • Below HKD 20,000: 1% fee.
    • From HKD 20,000 upward: 0% fee.
    • Minimum regular investment: HKD 1,000/month

    Payment Methods

    Fidelity supports multiple payment methods:

    • Bank transfer.
    • Bill payment via HSBC.
    • Personal or bank cheques.
    • Online transfers via HSBC/Hang Seng.

    (No deposit/withdrawal fees from Fidelity, but banks or intermediaries may charge fees.)

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