Cross-boundary Wealth Management Connect

BOC Cross-boundary Wealth Management Connect

New wealth management method helps you invest
in the Greater Bay Area ("GBA") unimpededly

Wealth Management Connect Account Opening Payment Loan Insurance

“BOC Cross-boundary Wealth Management Connect” brings you a brand new cross-boundary wealth management experience in the GBA

Customers of “BOC Cross-boundary Wealth Management Connect” can enjoy exclusive Wealth Management services

Cross-boundary remittance, free of charge and instant. Online channel, trade easily.

Click here for more details on a series of exclusive offers ready for you!

Details

Cross-boundary remittance, free of charge and instant. Online channel, trade easily.

All branches of BOCHK offer comprehensive and high quality financial services to you wholeheartedly!

The Northbound Scheme refers to an eligible Hong Kong investor opening a bank account with cross-boundary remittance function ("dedicated remittance account") in Hong Kong, opening an account on the Mainland in eligible banks on the Mainland with investment function ("dedicated investment account"), remitting funds through the dedicated remittance account in Hong Kong to the dedicated investment account on the Mainland via closed-loop management of funds flow between the accounts, and purchasing eligible wealth management products offered by the bank on the Mainland.

Eligible wealth management products in the Mainland under the Northbound Scheme

Wealth Management Products
Public fixed income wealth management products and equity wealth management products issued by Mainland wealth management firms which are assessed by the issuers and Mainland distributing banks as products with risk rating of "R1" to "R3" (excluding wealth management products for the purpose of cash management)
Funds
Public securities investment funds (excluding listed funds) being assessed by Mainland public fund managers and Mainland distributing banks as products with risk rating of "R1" to "R3"

Three simple steps to open Northbound Scheme dedicated accounts

1. Dedicated Remittance Account Opening
Visit any branch of BOCHK for qualification verification and open a “Northbound Scheme” dedicated remittance account
2. Dedicated Investment Account Opening
Visit the Bank of China (“BOC”) in the GBA to open a “Northbound Scheme” investment account in person. If you already have an account with BOC in the GBA, you can designate your existing account as the “Northbound Scheme” investment account through the mobile banking of BOC
3. Account Pairing
Complete pairing the dedicated remittance account and investment account**Note: The final result is subject to the SMS notification from BOC in the GBA

Eligible wealth management products in Hong Kong under the Southbound Scheme

Funds
Domiciled in Hong Kong and authorized by the SFC, assessed as "low-" to "medium-" risk and "non-complex" by Hong Kong banks distributing such products
Bonds
Assessed as "low-" to "medium-" and "non-complex" by Hong Kong banks distributing such products
Deposits
RMB, Hong Kong dollar and foreign currency deposits*(excluding structured deposits)*Foreign currencies include US dollar, Euro, UK Pound Sterling, Australian dollar, New Zealand dollar, Canadian dollar, Swiss Franc, Japanese Yen and Singapore dollar.

The launch of E-Application for Cross-border Account Opening via Attestation Service

Two simple steps to open Southbound Scheme dedicated accounts

After completing the investor qualification verification at designated BOC branches, you can simply download the BOCHK Mobile App at home to submit the account opening application and complete the rest of the account opening procedures!

Step 1
Dedicated Remittance Account Opening (Mainland)
Visit designated Bank of China Greater Bay Area attesting network in person for investor qualification verification, you can open a new account or designate an existing mainland account as the “Southbound Scheme” remittance account

Designated Bank of China Greater Bay Area attesting network
Step 2
Dedicated Investment Account Opening and Pairing (Hong Kong)
You can open a Southbound Scheme dedicated investment account and pair it with the dedicated remittance account by one of the following ways shown below
- Apply for account opening via BOCHK Mobile App
- Enjoy the attestation service for account opening by visiting the Greater Bay Area BOC branch in mainland
- Apply for account opening by visiting any BOCHK branches

Eligible wealth management products in the Mainland under the Northbound Scheme

Wealth Management Products
Public fixed income wealth management products and equity wealth management products issued by Mainland wealth management firms which are assessed by the issuers and Mainland distributing banks as products with risk rating of "R1" to "R3" (excluding wealth management products for the purpose of cash management)
Funds
Public securities investment funds (excluding listed funds) being assessed by Mainland public fund managers and Mainland distributing banks as products with risk rating of "R1" to "R3"

Three simple steps to open Northbound Scheme dedicated accounts

1. Dedicated Remittance Account Opening
Visit any branch of BOCHK for qualification verification and open a “Northbound Scheme” dedicated remittance account
2. Dedicated Investment Account Opening
Visit the Bank of China (“BOC”) in the GBA to open a “Northbound Scheme” investment account in person. If you already have an account with BOC in the GBA, you can designate your existing account as the “Northbound Scheme” investment account through the mobile banking of BOC
3. Account Pairing
Complete pairing the dedicated remittance account and investment account**Note: The final result is subject to the SMS notification from BOC in the GBA

Eligible wealth management products in Hong Kong under the Southbound Scheme

Funds
Domiciled in Hong Kong and authorized by the SFC, assessed as "low-" to "medium-" risk and "non-complex" by Hong Kong banks distributing such products
Bonds
Assessed as "low-" to "medium-" and "non-complex" by Hong Kong banks distributing such products
Deposits
RMB, Hong Kong dollar and foreign currency deposits*(excluding structured deposits)*Foreign currencies include US dollar, Euro, UK Pound Sterling, Australian dollar, New Zealand dollar, Canadian dollar, Swiss Franc, Japanese Yen and Singapore dollar.

The launch of E-Application for Cross-border Account Opening via Attestation Service

Two simple steps to open Southbound Scheme dedicated accounts

Step 1
Dedicated Remittance Account Opening (Mainland)
Visit designated Bank of China Greater Bay Area attesting network in person for investor qualification verification, you can open a new account or designate an existing mainland account as the “Southbound Scheme” remittance account

Designated Bank of China Greater Bay Area attesting network
Step 2
Dedicated Investment Account Opening and Pairing (Hong Kong)
You can open a Southbound Scheme dedicated investment account and pair it with the dedicated remittance account by one of the following ways shown below
- Apply for account opening via BOCHK Mobile App
- Enjoy the attestation service for account opening by visiting the Greater Bay Area BOC branch in mainland
- Apply for account opening by visiting any BOCHK branches

Eligible wealth management products in the Mainland under the Northbound Scheme

Wealth Management Products
Public fixed income wealth management products and equity wealth management products issued by Mainland wealth management firms which are assessed by the issuers and Mainland distributing banks as products with risk rating of "R1" to "R3" (excluding wealth management products for the purpose of cash management)
Funds
Public securities investment funds (excluding listed funds) being assessed by Mainland public fund managers and Mainland distributing banks as products with risk rating of "R1" to "R3"

Three simple steps to open Northbound Scheme dedicated accounts

1. Dedicated Remittance Account Opening
Visit any branch of BOCHK for qualification verification and open a “Northbound Scheme” dedicated remittance account
2. Dedicated Investment Account Opening
Visit the Bank of China (“BOC”) in the GBA to open a “Northbound Scheme” investment account in person. If you already have an account with BOC in the GBA, you can designate your existing account as the “Northbound Scheme” investment account through the mobile banking of BOC
3. Account Pairing
Complete pairing the dedicated remittance account and investment account**Note: The final result is subject to the SMS notification from BOC in the GBA

Eligible wealth management products in Hong Kong under the Southbound Scheme

Funds
Domiciled in Hong Kong and authorized by the SFC, assessed as "low-" to "medium-" risk and "non-complex" by Hong Kong banks distributing such products
Bonds
Assessed as "low-" to "medium-" and "non-complex" by Hong Kong banks distributing such products
Deposits
RMB, Hong Kong dollar and foreign currency deposits*(excluding structured deposits)*Foreign currencies include US dollar, Euro, UK Pound Sterling, Australian dollar, New Zealand dollar, Canadian dollar, Swiss Franc, Japanese Yen and Singapore dollar.

The launch of E-Application for Cross-border Account Opening via Attestation Service

Two simple steps to open Southbound Scheme dedicated accounts

Step 1
Dedicated Remittance Account Opening (Mainland)
Visit designated Bank of China Greater Bay Area attesting network in person for investor qualification verification, you can open a new account or designate an existing mainland account as the “Southbound Scheme” remittance account

Designated Bank of China Greater Bay Area attesting network
Step 2
Dedicated Investment Account Opening and Pairing (Hong Kong)
You can open a Southbound Scheme dedicated investment account and pair it with the dedicated remittance account by one of the following ways shown below
- Apply for account opening via BOCHK Mobile App
- Enjoy the attestation service for account opening by visiting the Greater Bay Area BOC branch in mainland
- Apply for account opening by visiting any BOCHK branches

The above products and services are subject to relevant terms and conditions.

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For inquiries about products or services of Bank of China in the Mainland, please contact Bank of China Customer Service Hotline: +86 10 95566.
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+86 400 800 2388
for Mainland customers

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The above information is prepared by Bank of China (Hong Kong) Limited (BOCHK) based on the latest information provided by the regulatory authorities and is for reference only. The relevant content does not constitute any offer, solicitation, suggestion, opinion or any guarantee for any individual to buy or sell, be invited to subscribe or transact any particular products or services; nor does it constitute BOCHK’s active marketing of “Cross-boundary Wealth Management Connect” to the public outside Hong Kong. Investment products offered by BOC in the Mainland in the GBA have not been authorized by the SFC. Investment involves risks.