Search found 7 matches

by HK_Melissa
Wed Jan 10, 2018 8:57 am
Forum: Investing - Help with Personal Investments
Topic: (Hong Kong) How to do monthly (automatic) investment with Vanguard ETF?
Replies: 11
Views: 872

Re: (Hong Kong) How to do monthly (automatic) investment with Vanguard ETF?

If so, the other optimal option maybe to invest in monthly investment in fund. Fidelity offers such service with subscription fee waived if monthly investment is HK$20,000 (total) or above, or 1% if less. Mgmt fee usually 1.5% per annum. No other fees (corporate action, custodian, redemption). They ...
by HK_Melissa
Wed Jan 10, 2018 8:53 am
Forum: Investing - Help with Personal Investments
Topic: (Hong Kong) How to do monthly (automatic) investment with Vanguard ETF?
Replies: 11
Views: 872

Re: (Hong Kong) How to do monthly (automatic) investment with Vanguard ETF?

I looked into this several years ago and concluded that for a non-US person/taxpayer, investing in onshore US funds was sub-optimal because of the withholding taxes on distributions and the potential difficulties with estate duties. I opted for purchasing ETFs listed on exchanges outside the US. He...
by HK_Melissa
Wed Jan 10, 2018 8:52 am
Forum: Investing - Help with Personal Investments
Topic: (Hong Kong) How to do monthly (automatic) investment with Vanguard ETF?
Replies: 11
Views: 872

Re: (Hong Kong) How to do monthly (automatic) investment with Vanguard ETF?

Let's say we leave estate tax aside. It said there could be tax on dividend but not tax on capital gain. So what if I buy ETF that's acculumative (e.g. reinvest dividend to stock)? Or i put up such instruction? US regulations mean that all US domiciled funds and ETFs distribute dividends to investo...
by HK_Melissa
Tue Jan 09, 2018 10:33 pm
Forum: Investing - Help with Personal Investments
Topic: (Hong Kong) How to do monthly (automatic) investment with Vanguard ETF?
Replies: 11
Views: 872

Re: (Hong Kong) How to do monthly (automatic) investment with Vanguard ETF?

I am unaware of such a service. You could put a reminder in your smart phone calendar every month to do such investments. Hi livesoft, I did more research last night and happened to know boom securities offer monthly investment of US ETF. Only limited number of choice but not vanguard ETF. I see yo...
by HK_Melissa
Tue Jan 09, 2018 10:27 pm
Forum: Investing - Help with Personal Investments
Topic: (Hong Kong) How to do monthly (automatic) investment with Vanguard ETF?
Replies: 11
Views: 872

Re: (Hong Kong) How to do monthly (automatic) investment with Vanguard ETF?

hi TedsSwippet,

I am not a US resident nor subject to US tax.

Thanks for the article. Let's say we leave estate tax aside. It said there could be tax on dividend but not tax on capital gain. So what if I buy ETF that's acculumative (e.g. reinvest dividend to stock)? Or i put up such instruction?
by HK_Melissa
Tue Jan 09, 2018 8:51 am
Forum: Investing - Help with Personal Investments
Topic: (Hong Kong) How to do monthly (automatic) investment with Vanguard ETF?
Replies: 11
Views: 872

(Hong Kong) How to do monthly (automatic) investment with Vanguard ETF?

Hi there, I live in Hong Kong. Q1: I want to do automatic monthly investment with a few ETF by Vanguard listed in HK stock exchange. Anyone aware if there is such service? I went through monthly stock investment plan of a few local banks. Some offer monthly stock investment plan but none covers Vang...
by HK_Melissa
Tue Apr 09, 2013 10:51 am
Forum: Investing - Help with Personal Investments
Topic: Avoid the dividend tax on foreign investors [Hong Kong]
Replies: 43
Views: 6854

Re: Avoid the dividend tax on foreign investors [Hong Kong]

Hi there swj I am the same as you here in HK, non-US person and investing through HSBC using all ETFs - both local and US. Before I decided to use HSBC, I did a thorough check on all online brokers available here to see which offers the best combo of exchanges you can buy, versus costs, versus how ...