About Fidelity
Who is Fidelity?
According to our records, Fidelity is a financial company registered in Hong Kong, established on 17 February 2020. Despite the name, this entity is distinct from the global Fidelity Investments group, though it shares a similar focus on traditional investment products.
The broker describes itself as offering international investment solutions, but notably avoids the retail forex and CFD space. Instead, its product suite is built around mutual funds, retirement plans (such as MPF and ORSO), and thematic strategies. There is no mention of margin trading or leveraged instruments.
Regulation and Licensing
Fidelity claims regulation from two jurisdictions: the Financial Services Agency (FSA) of Japan and the Securities and Futures Commission (SFC) of Hong Kong. The FSA licence is listed as a Market Making License (MM) with status 'Regulated', and the SFC licence is listed as a Derivatives Trading License (AGN), also 'Regulated'.
However, we must note a critical inconsistency: our records list the broker's country of registration as Hong Kong, but the official domain (fidelity.jp) is a Japanese domain. The company description mentions establishment in 1969, yet our records show a founding date of 2020. These contradictions raise questions about the accuracy of the information. Independent verification of the licences against the respective public registers is strongly recommended before any engagement.
Product Offerings
Fidelity concentrates on traditional investment products rather than speculative trading. Its offerings include a range of mutual funds, retirement planning solutions such as the Mandatory Provident Fund (MPF) and Occupational Retirement Schemes Ordinance (ORSO), and thematic investment strategies.
The broker does not provide forex or CFD trading, nor does it offer demo accounts. This makes it unsuitable for traders seeking leverage or short-term speculation. The focus is on long-term, managed investment solutions.
Account Types and Platforms
No detailed account types are disclosed in the available information. Given the absence of retail FX/CFD offerings, it is likely that the broker provides standard securities accounts for mutual fund investment and retirement plan administration.
There is no mention of a proprietary trading platform. Clients may access their portfolios through the broker's website or potentially third-party platforms. The lack of a demo account further suggests that the broker targets investors with existing capital allocation needs rather than speculative traders.
Target Audience
Fidelity appears aimed at retail and institutional investors seeking managed fund solutions and retirement planning. The emphasis on MPF and ORSO products suggests a focus on Hong Kong residents, as these schemes are specific to the Hong Kong retirement system.
The broker is not designed for day traders, scalpers, or anyone requiring leverage. Its target audience is risk-averse individuals looking for long-term capital growth through diversified fund portfolios.
Trust and Transparency
Our FXCanary Scam Risk Score for Fidelity is 13 out of 100, indicating a low risk profile. This score is based on the regulatory claims and the overall nature of the business.
However, the inconsistencies in the broker's presented data—such as the mismatch between the founding year in the description (1969) and our records (2020), and the discrepancy between the registered country (Hong Kong) and the domain (Japan)—are concerning. While the risk score is low, these contradictions suggest that the information provided may not be wholly reliable. Traders and investors should conduct their own due diligence and cross-check details with the official regulators before committing funds.
Overview compiled by FXCanary from regulatory records and public data. full Fidelity review