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Grasp new GBA financial opportunities with Wealth Management Connect Scheme

High Rise, Urban, City
High Rise, Urban, City

Grasp new GBA financial opportunities with Wealth Management Connect Scheme

Wealth Management Connect

To facilitate the cross-boundary investments of clients in the Greater Bay Area (GBA), we further expand our business with our advantages in the Belt and Road network, wealth management and digital banking, helping our clients to grasp more opportunities that come with the new Wealth Management Connect Scheme

Wealth Management Connect

 

Bridge, Building, Road

Wealth Management Connect Scheme expands the channels for cross-boundary wealth management

Wealth Management Connect Scheme facilitates individual residents in the GBA to carry out cross-boundary investments in eligible investment/wealth management products distributed by banks present in the GBA. It has southbound and northbound components, depending on the residency of the investors.
Person, Human, Tie

Southbound Wealth Management Connect

Under Southbound Wealth Management Connect, residents of the Mainland cities in the GBA can invest in eligible investment products distributed by banks in Hong Kong and Macao by opening dedicated investment accounts with these banks.

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    Southbound Wealth Management Connect

    Account Opening
    Complete the account opening procedure by attestation through a partnering bank in Mainland, or open the account through a bank in Hong Kong in person

    Eligibility of Investors
    Investors in Mainland cities shall fulfil the following requirements:

    • Have full capacity for civil conduct;
    • Being residents registered in the nine GBA cities, or with record of social security contribution or individual income tax payment in the nine GBA cities for 5 consecutive years;
    • With 2 years or more experience in investment and net month-end household financial assets of RMB 1 million or more over the past 3 months, or month-end household financial assets of RMB 2 million or more over the past 3 months.
Sitting, Person, Human

Northbound Wealth Management Connect

Under Northbound Wealth Management Connect, residents of Hong Kong and Macao can invest in eligible wealth management products distributed by Mainland banks in the GBA by opening dedicated investment accounts with these banks.

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    Northbound Wealth Management Connect

    Account Opening
    Details of account sign-up arrangement are subject to announcement of the regulatory authorities.

    Eligibility of Investors
    Hong Kong and Macao investors shall fulfil the relevant requirements of the financial regulators in Hong Kong and Macao. Eligibility of Hong Kong and Macao investors will be verified by the cooperative banks in Hong Kong and Macao.

Computer, Electronics, Tablet Computer

The investment quota is RMB1,000,000 for each individual investor

The aggregate investment quota for Southbound and Northbound Wealth Management Connect is RMB 150 billion each. For each individual investor, the investment quota is RMB1,000,000.

How does the Scheme work?

Poster, Advertisement, Flyer

Note

^The content on this webpage does not cover services provided by Standard Chartered under the Wealth Management Connect Scheme (WMC). The relevant WMC sales documents shall prevail for such specific service content, which is subject to change with the updates of relevant regulations and laws.