I'd like to set up recurring autopay, what is the debtor reference?

When setting up an autopay for Chloe with your registered bank, the debtor reference will be the first 8 digits of your Chloe account number (may contain numbers and letters) - go to the 8 app, press the hamburger menu -> ‘Settings’ -> Scroll to the bottom under ‘Profile’.

 


How do I withdraw funds from Chloe?

Please log in to Chloe app, click into the goal that you’d like to withdraw from.  On the top right corner, click the three dots menu ‘...’ -> withdraw. Once you have submitted the withdrawal request, we will place the Chloe sell order on your behalf.

It will take 2 business days (T+2) to settle and on the 3rd business day (T+3), the fund will be transferred to your registered bank account.

Please note that if your goal’s asset is lower than HK$8,888, you will not be able to partially withdraw. You will have to withdraw and close your goal completely.

 


How do I setup automatic monthly investment for Chloe?

You can activate recurring payment for the monthly investment. Just apply from your bank and complete the recurring payment setup (direct debit) in the Chloe app. It will be activated on the 15th of the next month and we will execute the monthly investment after withdrawal from your bank.


How long does it take to place my Chloe order?

The Chloe goals activated and funded before 4pm HKT will be placed on the next business day, and those after 4pm HKT will be placed on the second next business day.


How do I deposit funds into my Chloe account?

You can make a deposit through your Hong Kong, overseas or Mainland China bank accounts. We have three custodial accounts in HSBC and Bank of China.

Address for Telegraphic Transfer -
HSBC: HSBC Main Building Plaza, 1 Queen's Road Central, Hong Kong
BOC: 1 Garden Road, Hong Kong


What is the fee structure of Chloe?

The Chloe service is free for accounts under HK$ 8,888 and only a 0.88% annual fee above. For example, if you invest HK$ 20,000, your monthly fee will be about HK$ 8. There are no entry, switching, or exit fees or any other commissions.


What are the underlying assets of Chloe?

Chloe is designed to offer you a simple new way to have a global investment portfolio. The portfolio invests in different Hong Kong listed exchange traded funds (ETFs) and is fully diversified across 30 countries, 40 industries, 2000 stocks and bonds.


What is the minimum investment amount of Chloe?

You can start investing with as little as HK$ 1,000. Feel free to deposit or withdraw anytime with no fees and no questions.


What are the Chloe benefits?

Chloe is a simple new way for you to have a global investment portfolio.

  • Start with as little as HK$ 1,000
  • Free to deposit or withdraw your money anytime. No fees, no questions
  • Fully diversified across 30 countries, 40 industry sectors and 2,000 stocks and bonds
  • Chloe will intelligently monitor your goals and investments for you
  • Free under HK$ 8,888 and only a 0.88% annual fee above. For example, if you invest HK$ 10,000, your monthly fee will be about HK$ 8

How does Chloe work?

Good investing starts with a goal. You start by telling Chloe a little bit about yourself including your age, income, and goal.  You can start with as little as HK$ 1,000. Chloe invests your money into a globally diversified portfolio of exchange traded funds. Chloe monitors your goals and optimizes your portfolio for you. You can invest more or withdraw your money at any time with no penalty or questions asked.


Where can I download the Chloe app?

You can download or update to the latest version of the Chloe app on App Store or Google Play. Or simply search for "Chloe 8 Securities".


What is Chloe?

Chloe is your personal robo-advisor app that is powered to help you set goals and start investing with as little as HK$ 1,000. Your money is intelligently invested into a globally diversified portfolio of exchange traded funds. Chloe monitors your goals and optimizes your portfolio for you.