Fidelity SmartRetire 4.8.9

The latest version of the SmartRetire mobile app provides Fidelity MPF scheme members and individual investors with an enhanced asset management experience. This iteration introduces a new Financial Forecast tool designed to assist users in strategic wealth accumulation and a Investment Portfolio calculator that enables testing of investment strategies using historical data. Additionally, the app features a Financial Wellness tool to evaluate one's current financial situation, offering personalized scores and tailored improvement recommendations.

Empower your financial planning today by utilizing these new features to better understand and achieve your financial objectives.

Features of the Fidelity SmartRetire mobile app include:

• Exclusive features for Fidelity account holders:
  • Biometric-secured login for enhanced security
  • Comprehensive overview and performance tracking of Fidelity accounts
  • Options to adjust investment allocations, including asset switches and contribution reallocations (where applicable)
  • Fidelity MPF Smart Onboarding – Simplified MPF enrollment process for new members
• Available to all users:
  • Convenient setup and management of Tax Deductible Voluntary Contributions (TVC) accounts, enabling lump-sum or monthly contributions, adjustments to existing contributions, and transfers from TVC accounts under different schemes
  • Financial Wellness assessment tool with personalized scoring and tips for improvement
  • Financial Forecast and Investment Portfolio calculators for strategic planning
  • Push notifications for timely updates

We encourage you to explore the Fidelity SmartRetire mobile app today.

Investment involves risks. Past performance does not predict future results. Please consult the relevant offering documents, including Product Key Facts and risk disclosures, for comprehensive information. Fidelity provides information about its products and services but does not offer investment advice. Prospective investors should seek independent advice to assess suitability. This material is issued by FIL Investment Management (Hong Kong) Limited and has not been reviewed by the securities authorities.

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The content within this app is intended solely for informational purposes and does not constitute an offer or solicitation to purchase any Fidelity products, nor does it constitute an offer or solicitation to engage Fidelity’s investment management services in jurisdictions where such actions are unlawful or restricted. No reproduction or distribution of this content is permitted without prior written consent from Fidelity.

This app should only be accessed on trusted devices manufactured by reputable producers, following all relevant security guidelines. Users are responsible for complying with local laws and regulations when using this service, especially those residing outside Hong Kong who should consult a professional prior to subscribing to any products or services mentioned.