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Personal Finance: A personal wealth management channel where you can check ICBC investment products in home and foreign currencies, buy or sell products or manage your products automatically, and check transactions.
Personal Finance Product: Check details of all ICBC investment products in home and foreign currencies, buy/sell and check the transaction details.
My Investment Product:Display all investment products you held, whereby you can redeem, update dividend option, continue to buy, auto-invest, adjust/cancel investment A/C.
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1. Click "Adjust Investment A/C" to re-assign your other Internet Banking registration A/C of your area as the settlement card/account for buying/selling investment products; Click "Close Investment A/C" to cancel your existing investment A/C. However, before you close the account, you have to redeem your investment products in full or wait till the products mature. 2. If you wish to check, redeem or update the dividend option of the investment product you have now, click the function buttons under "Action", or apply the wealth management service. 3. When using RMB to buy investment product in foreign currency, TX shares will be based on the exchange rate quoted on the confirmation date. 4. Calculation of reference market value for NAV-type investment product is based on the following formula: Ref market value = NAV * shares held; Calculation of floating gain/loss: cumulative amount redeemed - cumulative purchases + current NAV * shares held + cumulative cash dividend. 5. Click "Set Auto-reinvest" to add or update the setting. 6. Click "Calculate Yield" to compute the yield of the ultrashort Link Express product (without fixed term) you held. |
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