CHARLES SCHWAB, HONG KONG, LTD.

Charles Schwab, Hong Kong, Ltd.
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Fees & Commissions


Fees & Commissions

We believe you should always know what you’re paying and never overpay.

And your satisfaction should be guaranteed*.

All amounts are in US dollars.

Minimum to open an Individual/Joint account: US$25,000. Please contact us for the minimum to open a Corporate account. For full details of fees and commissions, please see the Charles Schwab Hong Kong Pricing Guide for Individual Investors.

  Online Trades1 Broker-Assisted Trades
Stocks $4.95 $4.95 + $25.00 service charge
    Broker-Assisted Trades
Offshore Mutual Fund Transaction Fee $0
Short-term Redemption Fee3 $49.95

Some funds may also charge sales and/or redemption fees. Please read the offering documents for details.

 
Online Trades
Broker-Assisted Trades
Treasuries, including Auction and Secondary: Treasury Bonds, Treasury Bills, Treasury Notes, and TIPS
Online Trades $0
Broker-Assisted Trades Online pricing + $25.00 per trade service charge
Other Secondary Trades: CDs, Corporate Bonds, Municipal Bonds, Government Agencies, Zero-Coupon Treasuries, including STRIPS
Online Trades $1 per bond+
$10 minimum
$250 maximum+
Broker-Assisted Trades Online pricing + $25 per trade service charge
Commercial Paper, Foreign Bonds, Asset-Backed Securities, Mortgage-Backed Securities, Collateralized Mortgage Obligations, and Unit Investments Trusts
Online Trades These are specialty products—please contact us for information.
Broker-Assisted Trades
Preferred stocks and REITs5
Online Trades $4.95
Broker-Assisted Trades Online pricing + $25.00 per trade service charge
  Online Trades Broker-Assisted Trades
Treasuries, including Auction and Secondary: Treasury Bonds, Treasury Bills, Treasury Notes, and TIPS $0 Online pricing + $25 per trade service charge
Other Secondary Trades: CDs, Corporate Bonds, Municipal Bonds, Government Agencies, Zero-Coupon Treasuries, including STRIPS $1 per bond+
$10 minimum
$250 maximum+
Online pricing + $25 per trade service charge
Commercial Paper, Foreign Bonds, Asset-Backed Securities, Mortgage-Backed Securities, Collateralized Mortgage Obligations, and Unit Investments Trusts These are specialty products—please contact us for information.
Preferred stocks and REITs5 $4.95 Online pricing + $25.00 per trade service charge

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1. Restrictions apply: The standard online $4.95 commission does not apply to foreign stock transactions, large block transactions requiring special handling, or restricted stock transactions. Foreign ordinary shares that trade online in the U.S. over-the-counter (OTC) market and do not settle in the U.S. will have a $50 foreign transaction fee added to the cost of the transaction. See the Charles Schwab Hong Kong Pricing Guide for details. Employee equity compensation transactions are subject to separate commission schedules.

2. For offshore funds (for non-U.S. persons), call Schwab Hong Kong at +852-2101-0511 for details.

3. Schwab’s short-term redemption fee of $49.95 will be charged on redemption of certain funds with no transaction fees and held for 90 days or less. Schwab reserves the right to exempt certain funds from this fee which may charge a separate redemption fee, and funds that accommodate short-term trading. Funds are subject to management fees and expenses.

4. Please contact Schwab’s fixed income specialists for product availability and other details.

+ Schwab reserves the right to act as principal on any fixed income transaction, public offering or securities transaction. When Schwab acts as principal, the bond price includes our transaction fee (outlined above) and may also include a markup that reflects the bid-ask spread and is not subject to a minimum or maximum. When trading as principal, Schwab may also be holding the security in its own account prior to selling it to you and, therefore, may make (or lose) money depending on whether the price of the security has risen or fallen while Schwab has held it.

Note: Large block transactions (orders of more than 250 bonds) may be available for special handling and/or pricing — please call us for information.

5. Restrictions apply: The standard online $4.95 commission does not apply to foreign stock transactions, large block transactions requiring special handling, or restricted stock transactions. Foreign ordinary shares that trade online in the U.S. over-the-counter (OTC) market and do not settle in the U.S. will have a $50 foreign transaction fee added to the cost of the transaction. See the Charles Schwab Hong Kong Pricing Guide for details. Employee equity compensation transactions are subject to separate commission schedules.



* If you are not completely satisfied for any reason, at your request Charles Schwab, Hong Kong, Ltd. (“Schwab”) will refund any eligible fee related to your concern within the required time frames. Schwab reserves the right to change or terminate the guarantee at any time. Go to schwab.com.hk/satisfaction to learn what’s included and how it works.

Investment returns will fluctuate and are subject to market volatility, so that an investor's shares, when redeemed or sold, may be worth more or less than their original cost.

Investors should consider carefully information contained in the offering documents, including investment objectives, risks, charges and expenses. You may view, download and print an offering document by visiting this site. You can also request an offering document by calling Charles Schwab, Hong Kong, Ltd. +852-2101-0511. Please read the offering documents carefully before investing.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.

All pricing categories shown above are from the domestic US Dollar perspective. Schwab may trade foreign bonds in local currency as a service to clients, but most custody positions in US Dollars.