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36 Retirement Investment Must-Knows

This booklet lists out 36 things to know about investing after retiring.
 

Understand Investment-linked Assurance Schemes and the regulatory measures

Explains the features and risks of ILAS and how the regulatory measures are designed to protect consumers.

How to Read Product Key Facts Statements

Tells you how to use this user friendly summary to understand key features and risks of an investment product.
 

Retirement Booklet

It lists out the key considerations for retirement planning and contains useful tips for stretching one’s savings in retirement.

A Quick Guide to Hong Kong’s Financial System and Services

It reminds consumers of the key points to note about Hong Kong’s financial regulatory system, markets, products, trading procedures and safeguards.
 

Financial Planning

It serves as a quick reference guide for the public to understand the concepts of financial planning and to get started with a basic financial plan.

Managing your Money, Credit and Debt

It provides checklists, tips, case studies and guidance on how to better manage one’s personal finance holistically.
 

Equity-linked Investments (2014 edition)

Discusses the major features and risks of unlisted equity-linked investments (ELIs) and illustrates the calculation of return of different types of ELIs.

Index tracking ETFs

It explains the major features of index tracking ETFs and the risks associated with investing in ETFs
 

Unlisted Structured Investment Products
Post-sale cooling-off arrangement

It contains details about the post-sale cooling off arrangement and how you can exercise your right.

Know your rights in the sales process

An overview of the SFC's enhanced investor protection measures regarding the sale of investment products.