“New Capital Investment Entrant Scheme” Service - Investment Immigration

Scheme Details Scope of Service Exclusive Privileges Private Wealth

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Embrace a new chapter full of opportunities
in Hong Kong with BOCHK New CIES Service

Scheme Details Scope of Service Exclusive Privileges

Scheme Details

A warm welcome from BOCHK

Our professional wealth management team is here to assist you with the “New Capital Investment Entrant Scheme” introduced by the Hong Kong Special Administrative Region Government. We offer a wide range of comprehensive banking and wealth management services. Our goal is to help you effortlessly achieve the objectives of the “New Capital Investment Entrant Scheme” while effectively managing your assets. Additionally, you will have access to a variety of exclusive banking and investment service benefits.

Eligibility Criteria

Applicants must meet the criteria to be eligible

Including:

Be aged 18 or above at the time of submitting the application for Net Asset Assessment;

Demonstrating that he/she has net assets or net equity to which he/she is absolutely beneficially entitled with a market value of not less than HK$30 million Net (or equivalent in foreign currencies) throughout the two years preceding the date he/she lodged the application for net asset assessment;

Makes investment of not less than HK$30 million Net (or equivalent in foreign currencies) in the permissible investment assets to which he/ she is absolutely beneficially entitled;

Have no adverse immigration record;

Be capable of supporting and accommodating himself/herself and his/her dependants, if any, on his/her own.

Scheme Eligibility

Refer to the website of the Immigration Department of the Hong Kong SAR Government. The scheme is applicable to:
Chinese nationals who have obtained permanent resident status in a foreign country;
Foreign nationals;
Residents of the Macao Special Administrative Region;
Taiwan residents of Chinese descent.

Permissible Investment Asset Classes

In order to qualify for the scheme, an applicant is required to make a minimum investment of HK$27 million in permissible financial assets and/or non-residential property. Separately, each applicant is required to place HK$3 million into a new “CIES Investment Portfolio”.

Permissible investment assets and/or relevant services provided by BOCHK:

Stocks

Bonds

Certificates of Deposit
(Investment amount capped at HK$3 million)

Eligible Funds^#

Non-residential Property
(Investment capped at HK$10 million)

CIES Investment Portfolio
(Investment of HK$3 million)

^#Note: It is one of the eligible collective investment schemes, including but not limited to unit trusts and mutual funds authorized by the Hong Kong Securities and Futures Commission.

The information is for reference only. For details, please refer to the relevant government website.

You will leave the BOCHK website and open and link to a third-party website that is not in any way associated with BOCHK in a new browser. For third-party websites, all guarantees, obligations and responsibilities related to the services are solely the responsibility of the owners of the third-party websites. BOCHK is not responsible for checking the content of such third party websites. Use of such hyperlinks and third party websites is at your own risk. BOCHK shall not be responsible for any consequences arising or arising from your use of such hyperlinks and third-party websites. By confirming, you agree to the above.

Confirm

Scope of Service

BOCHK “New Capital Investment Entrant Scheme” Service

Free consultation services

We offer free consultations, during which we provide you with detailed information about the scheme’s requirements. We also customise an investment plan tailored to meet the specific requirements of the scheme, ensuring it fully caters to your individual needs.

Private Wealth: A world of advantages awaits

Your dedicated team of professionals will always be by your side, ready to plan ahead for you as early as possible, helping to maximise your wealth.

With the private individual customer investment solution, a series of wealth inheritance protection solutions and financing solution products, Private Wealth helps you overcome any time or geographical constraints to make endeavour for greater potential returns and possibilities.

Please note: To become a Private Wealth customer, you must be an "Integrated Banking Services" customer aged 18 or above and maintain a Total Relationship Balance of at least HK$8,000,000. Terms and conditions apply.

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Free asset management reporting services

To meet the requirements of the scheme, BOCHK submits asset reports to the Invest Hong Kong (InvestHK) of the HKSAR Government on your behalf within the specified time frame*

*Make annual reports and regular reports to Invest Hong Kong as required by the scheme.

Legacy and protection

Comprehensive wealth management solutions for your family: well-rounded protection, children’s planning, wealth planning services

Priority business account opening and professional assistance

Priority account opening service by our dedicated personnel.

Assignment of a dedicated business customer relationship manager.

*Only applicable to Private Wealth customers under BOCHK “New Capital Investment Entrant Scheme” Service

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Professional Mortgage Specialists

Comprehensive mortgage services with preferential rates, designed to meet your financial needs.

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Exclusive Privileges

Advantages of BOCHK “New Capital Investment Entrant Scheme” Service

Securities

Trade stocks on any channel with a preferential offer, and take advantage of a variety of value-added services to help you stay ahead of the curve.

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Funds

BOCHK Fund Investment Services offer you a wide selection of funds, assisting you to flexibly manage your fund portfolio and capture potential returns

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Bonds

You can enjoy potentially yield of interest income throughout the tenor of the bonds. As bonds exhibit a low correlation to other asset classes, you can diversify your risks and potentially increase the stability of your portfolio.

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<i>Private Wealth</i>’s concierge service

Private Wealth’s concierge service

Our Lifestyle Managers will provide you with professional advice and assistance 24/7, so you can enjoy bespoke services based on your lifestyle, interests and preferences. A range of special offers and benefits are also available from our local and global lifestyle partners.

*The concierge service is provided by Ten Lifestyle Group.

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Premium customer events

We organise regular themed events and seminars on topics such as education, property investment and legacy planning to help you expand your network. Through these comprehensive services, you can set foot in Hong Kong.

Designated branches for BOCHK “New Capital Investment Entrant Scheme”

BOCHK “New Capital Investment Entrant Scheme” Service has designated branches throughout Hong Kong Island, Kowloon and the New Territories, as well as in major shopping districts and key border checkpoints, making it easy to open an account.

Click here to learn more

Under “Service Types” in the Branch Locator, choose “New Capital Investment Entrant Scheme” Service.

Contact Us

For more details, you may contact us by

Mobile Banking

Tap the

Chat on BOCHK Mobile Banking to connect with our "Online Chat" which is available 24/7

Customer Service Hotline

Call BOC Cross-boundary hotline +852 3988 2222 or contact us on +86 400 800 2388
Path after connection

Press 5 → Press 4 → Press 3 “New CIES”

WeChat Official Account

Get to know more about the market trend and cross-border service information through our WeChat Official Account by searching and following “BOCHK_Banking”

Investment involves risks.
Reminder: To borrow or not to borrow? Borrow only if you can repay!

The latest eligibility criteria for the “New Capital Investment Entrant Scheme” apply to applications submitted to the Immigration Department of the HKSAR Government on or after 1 March 2024.
The above BOCHK promotion is only applicable to eligible people under the New Capital Investment Entrant Scheme” of the Hong Kong Special Administrative Region Government.
For the latest requirements of the “New Capital Investment Entrant Scheme,” please refer to the webpages of the HKSAR Government’s Immigration Department and Invest Hong Kong.

The latest eligibility criteria for the “New Capital Investment Entrant Scheme” apply to applications submitted to the Immigration Department of the HKSAR Government on or after 1 March 2024.
The above BOCHK promotion is only applicable to eligible people under the New Capital Investment Entrant Scheme” of the Hong Kong Special Administrative Region Government.
For the latest requirements of the “New Capital Investment Entrant Scheme,” please refer to the webpages of the HKSAR Government’s Immigration Department and Invest Hong Kong.

The BOCHK “New Capital Investment Entrant Scheme” services (“The Services”) are only applicable to personal customers.
The Services are subject to relevant terms and conditions. For details, please talk to any BOCHK staff.
For details of the Services, please refer to the relevant service overview or talk to any BOCHK staff.
The above offers cannot be used in conjunction with other offers not listed in this promotional material.
BOCHK reserves the right to amend, suspend and cancel the above services, products and offers, and to amend the relevant rules, terms and conditions, and service overview at its sole discretion, without prior notice to customers.
In case of any dispute, the decision of BOCHK shall be final.
In case of any discrepancy between the Chinese and English versions of this promotional material, the Chinese version shall prevail.
For all the latest requirements of the “New Capital Investment Entrant Scheme”, please refer to the webpages of the HKSAR Government’s Immigration Department and Invest Hong Kong.

This document does not constitute any offer, solicitation or recommendation of any investment product or service. Although investment may bring about profit opportunities, each type of investment product or service involves potential risks. Due to the fluctuating nature of the markets, the prices of products may rise or fall beyond customers' expectations and customers' investment funds may increase or decrease in value as a result of selling or purchasing investment products. Loss may equal or exceed the amount of the initial investment. Income yields may also fluctuate. Due to market conditions, some investments may not be readily realizable. Before making any investment decision, customers should assess their own financial position, investment objectives and experience, willingness and ability to bear risks and understand the nature and risk of the relevant product. For details of the nature of a particular product and the risk involved, please refer to the relevant offering documents. Customers should seek advice from an independent financial adviser.

The above products, services and offers are subject to terms and conditions.