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The Group is committed to maintaining your personal data in accordance with the requirements of the Personal Data (Privacy) Ordinance and will take all reasonable steps to ensure that your personal data is kept secure against unauthorized access, loss, disclosure and destruction. Please be aware that this statement replaces any notice or statement of similar nature issued by the Company previously, pursuant to the Personal Data (Privacy) Ordinance (the “Ordinance”). Our detailed privacy policy statement is available at our website.
VL Asset Management Limited is regulated by the Securities and Futures Commission of Hong Kong (SFC).
This website has not been reviewed by the SFC and may contain information of non-SFC authorized funds issued by VLAM.
SFC authorization is not a recommendation or endorsement of a scheme nor does it guarantee the commercial merits of a scheme or its performance. It does not mean the scheme is suitable for all investors nor is it an endorsement of its suitability for any particular investor or class of investors.
The information contained herein should not be considered to be legal, tax, investment or other advice and each prospective investor should consult his/her own stockbroker, financial adviser, bank manager, solicitor, accountant or other professional adviser in respect of matters concerning his/her investment.
The information is current as at the date of publication but is subject to change without notice.
For Swiss Qualified Investors:
Definition of Qualified Investor as per Art. 10 CISA (Collective Investment Scheme Act) :
Paragraph 3
Regulated financial intermediaries such as banks, securities traders, fund management companies and asset managers of collective investment schemes, as well as central banks; regulated insurance institutions; public entities and retirement benefits institutions with professional treasury operations; companies with professional treasury operations.
Paragraph 3bis
High-net-worth individuals may declare in writing that they wish to be deemed qualified investors. In addition, the Federal Council may make such persons’ suitability as qualified investors dependent on certain conditions, specifically technical qualifications.
Paragraph 3ter
Investors who have concluded a written discretionary management agreement as defined in Article 3 Paragraph 2b and c are deemed qualified investors.
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符合CISA第10条（集体投资计划法）的合格投资者定义：
第3段
受监管的金融中介机构，如银行、证券交易商、基金管理公司和集体投资计划的资产管理人以及中央银行；受监管的保险机构；具有专业财务运作的公共实体和退休福利机构；拥有专业资金运作的公司。
第3bis段
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第3段之三
已签订第3条第2b款和第c款定义的书面全权管理协议的投资者被视为合格投资者。
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個人資料私隱聲明
VL Asset Management Limited, VL Champion Fund Limited, VL Trusts (collectively “the Group”) is committed to maintaining client’s personal data in accordance with the requirement of Personal Data (Privacy) Ordinance, Cap 486 (the "Ordinance") and will take all reasonable steps to ensure that client’s personal data is kept secure against unauthorized access, loss, disclosure and destruction. This Personal Data Privacy Statement is made with reference to the guidelines issued by the Privacy Commissioner for Personal Data and it sets out the purposes for which client’s personal data will be used following collection.
When providing services to our clients and other parties, the Group and any entity or party named, mentioned and/or referred to herein (if the context so permits or requires and where not inapplicable, the Group refers to VL Asset Management Limited) may from time to time require you to supply your personal data for the purposes of opening or continuing portfolio accounts and in the establishment or continuation of investment management and advisory services by the Group. Failure to access to such data may result in the Group being unable to provide investment management and advisory services.
Personal data collected from you may be used by The Group within or outside Hong Kong, for the purposes of providing investment management and advisory services and direct marketing. The usage of the personal data may depend upon the nature of your relationship with the Group, including but not limited to:
以立投资管理有限公司及以立信託基金（合称「本集团」)致力维护客户的个人资料，按照个人资料（私隐）条例第486章（「条例」）的要求採取所有合理步骤，以确保客户的个人资料妥善保存，不被非法使用、遗失、披露及损毁。此个人资料私隐声明是参照个人资料私隐专员公署所发出的指引和规定用于收集客户的个人资料。客户亦同意本集团根据本条例使用其个人资料和有关权利。
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以立投資管理有限公司及以立信託基金（合稱「本集團」)致力維護客戶的個人資料，按照個人資料（私隱）條例第486章（「條例」）的要求採取所有合理步驟，以確保客戶的個人資料妥善保存，不被非法使用、遺失、披露及損毀。此個人資料私隱聲明是參照個人資料私隱專員公署所發出的指引和規定用於收集客戶的個人資料。客戶亦同意本集團根據本條例使用其個人資料和有關權利。
關於我們
2022年11月──處理氣候相關風險 - 披露聲明
氣候變化並非全球暖化那麼簡單。各行各業以及許多公司亦受氣候變化所影響。故此，我們需要攜手，聯合成一個環球社群，去處理氣候變化。同時，作為獲證監會發牌的持牌機構，我們須竭力去處理這課題，方法是透過遵守《基金經理操守準則》以及證監會致持牌社團的通函所載列的相關規定及標準。
投資管理 - 作為價值型投資者，我們的基金經理的慣常分析手法是以基本分析對投資目標進行研究，以評核它們是否適合投資，同時亦以基本分析監察現有倉位。氣候相關風險乃我們的基金經理在投資過程中所留意的眾多風險及考慮因素之一。縱使氣候變化是一個挑戰或威脅，它或可為投資者帶來機會──有關機會是雙面的：對已發展經濟體系來說，是如何在現有的基礎設施上保留能源，而對新興市場來說，是如何在新的商業建築中融合提升資源效率。我們的基金經理在投資管理過程中會對以上各點予以考慮。
企業管治 - 在管治架構方面，我們計劃從以下四個不同層面去處理──於指定時間定期舉行投資會議、氣候變化專責小組會議、風險會議以及董事局會議，以討論氣候相關風險並作出評核。
風險管理 - 氣候變化的已知風險或會為投資組合帶來潛在影響，我們的風險管理團隊會確保有關潛在影響 持續得到評核。團隊會持續監察並管理這些風險。我們或會尋求外部顧問的意見，以取得處理氣候相關風險所須的專業知識。
披露 - 我們訂定這份披露聲明，以期讓我們的現有及潛在客戶/合作夥伴了解我們如何從企業管治、投資管理以及風險管理各方面作出努力去處理氣候相關的風險。我們將不時向各位作出適當的披露。我們有責任讓我們的持份者知悉本團隊對氣候變化最新發展有何看法和對策、以及其對本公司架構、策略與我們所管理的投資組合之影響。如有任何重大變動，本公司會適時於公司網站作出公佈。
瀏覽披露聲明，請按此 : /common/editor/kindeditor/attached/file/20230309/20230309165244_29000.pdf
2014年12月
我們的投資總監林少陽與近百名讀者於2014年10月及11月舉行了兩場茶聚，讀者將其在合資購買紀念品後之餘款交由本公司處理，我們最後決定將款項全數捐贈予奧比斯。
2012年9月起
我們於辦公室實踐3R(減少使用、物盡其用及循環回收)。此外，自2012年9月起，我們積極參與由「環保生態協會」推行的「碳排放抵消證書」計劃。於截至2015年12月底之半年內，我們減少排放3,456千克溫室氣體，相當於種植了88.2棵樹苗。
2009年6月
為感謝各方好友、投資者及業務夥伴於本公司開業時致送的祝福與賀禮，我們將謝禮化成對香港紅十字會的捐款，冀將祝福無限延展。
