Da Cheng International Asset Management Company Limited (referred to as 'Da Cheng International') provides high-quality and personalized investment services in global and mainland capital market for investors, which cover from assisting to design investment scheme, portfolio construction, investment management, providing investment reports and subsequent follow-up communication. Da Cheng International has been authorized to carry out discretionary investment business since March 2016.
Discretionary Account is an entrusted management account established by Da Cheng International on behalf of investors in Hong Kong, and investors authorize Da Cheng International to manage its assets as the account investment manager. Opening this account has many advantages, such as short establishment account opening process, mutually agreed flexible investment management strategy, understandable and smooth communication with investment managers and low operating cost.
After investment plan is determined, investors are required to provide requisite materials to open a discretionary account with Da Cheng International and are given an opportunity to review an Discretionary Investment Management Agreement (IMA). The discretionary account can start its investment operation when IMA has been signed by Da Cheng International and the investors and entrusted investment asset has been received by us.
Our licensed representatives will provide continuous service to investors during the whole operation of discretionary account. If the investors have any queries about their investment plan, our licensed representative will address the investors’ concerns and offer timely feedback to investors . Investors can also check Net Asset Value (NAV), monthly reports and market strategy through on line customer service system of Da Cheng International.