Earn money from your trading skill by sharing investment information.
Your expert profile will be visible to millions of potential customers.
Receiving supports from our top Digi – IAs.
1
You have been granted a securities brokerage certificate, a financial analysis practice certificate or a fund management practice certificate
2
You have been trading in the stock market for at least 5 years and have a deep understanding of the stock market in general and the Vietnamese stock market in particular.
3
You will be given priority if you are a professional investor, professional investment manager in reputable organizations.
4
You will be scheduled for interviews with our Investment Council.
Please contact us immediately
Hotline: 0944.648.666
Email: tuyendung@digiinvest.vn
Fanpage: https://www.facebook.com/Digiinvest/
Or fill the form below, we will contact you
You will have access to millions of potential customers in the ecosystem of MB and MBS
You can earn money from sharing information of successful portfolios with clients
Your expert profile (including personal information, qualifications, experience, investment opinion and investment performance parameters) will be introduced to the customer community, helping to build your personal brand.
Investment Council (IC) with leading Digi – IAs and our operation team will accompany you in sharing experiences, designing investment plans, updating investment activities, supporting you search and take care of the customer community.
1
After completing the registration procedures, you will be granted an IA account with a separate interface.
2
You have the right to set up an investment package according to your own strategy and register to sell the package to customers after the system approves
3
You are be able to actively execute trading orders base on your established investment package
4
You have the right to restructure your portfolios in the investment package that suitable with market fluctuations after the system approves.
IA can create up to 03 investment packages for the purpose of effectively focusing on investing those 3 investment packages
The maximum package value will be proposed by the IA and approved by the IC. IA is free to suggest the value of the investment package
The maximum number of packages is the number of investment packages IA wants to sell and manage effectively. The IC will approve this number of packages according to the initial proposal and the average liquidity of each stock.
Product category – Products with limited transactions
Currently, the system is restricted by the regulation to allocate a maximum of 50% to an industry plus a maximum margin 10% to the total portfolio of 60%. The system can adjust this Compliance Margin from time to time to suit business needs and risk management.
When creating a portfolio: The margin is the maximum range of error in the portfolio allocation. For example, industry allocation rate 40%, margin 5%. Industry allocation will run between 35 – 45% of the total category. When restructuring IA, it is necessary to reset the industry band and the stocks to be sold out: Industry = 0% – Margin = 0%.
IA can go to product – List of products to look up stock information – divided by industry division of MBS
According to the provisions of Clause d1, Article 19 of Circular 121/2020/TT-BTC on entrusting management of securities trading accounts of individual investors:
1. General principles
d) Securities that are authorized to buy and sell are stocks and investment fund certificates listed on the Stock Exchange, excluding securities registered for trading on the trading system of unlisted public companies, listing (UpCom);”
Because the system pushes orders in batches to successfully restructure to all customers, the system needs to reserve the Topup cash rate for the whole portfolio.
IA click Investment Packages then click Proposal History
IA needs to wait for approval from IC. After the package is approved by the IC, IA needs to enter the Mbbank APP – Financial Investment. IA needs to buy its own package to create a master package – Package for other customers to refer to and buy
Is the profit that an IA is expected to achieve at the time IA creates the investment package. Normally, the expected return is to indicate to the customer the orientation in IA’s investment strategy when balancing the return and risk of the portfolio. The higher the expected return, the higher the risk in the expected portfolio and vice versa.
Currently, the system has a smart, automatic calculation word suggestion feature for IA when building a list. However, IA can completely actively build a portfolio and number of shares to buy according to IA’s wishes.
In the information of the investment package: IA can see the statistical information of the transactions that the customer has purchased or completed his package.
The profit and loss representing the investment package is the profit and loss of the master package minus the first package of self-purchased IA.
[(Current Current Value – Initial Purchase Value) -1] * 100%
IA Proposal Statuses: Pending Approval, Approved, Order Pushed, Approved Denied.
Transaction fees are regulated according to the cooperation agreement between Digi – Invest and MBS. The change of transaction fees is based on a decision between Digi-Invest and MBS. The system admin will decide the fee modification. IA is able to choose different consulting fee calculation options that are pre-set on the system.
Hurdle rate will be changed by Admin of our system according to Digi-Invest’s policy from time to time
IA and Client will be informed about the transaction fee policy
IA will be entitled to share benefits according to DIGI Invest’s announced policy from time to time.
The system does not allow the use of Margin
The system allows IA to be completely active in choosing the time to attract Customers. IA may suspend the sale of packages if it determines that the market is at a high price zone to protect customers from buying at a risk zone. IA can sell packages at the price range IA thinks the price has been adjusted and attracts customers to buy Packages in safe areas, expecting high efficiency for customers.
