BOC Cross-boundary Wealth Management Connect
New wealth management method helps you invest
in the Greater Bay Area ("GBA") unimpededly

“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

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
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
Three simple steps to open Northbound Scheme dedicated accounts
  • Dedicated Remittance Account Opening
    1. Dedicated Remittance Account Opening
    Visit any branch of BOCHK for qualification verification and open a “Northbound Scheme” dedicated remittance account
  • Dedicated Investment Account Opening
    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
  • Account Pairing
    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
The above products and services are subject to relevant terms and conditions.
Online Appointment for
BOC Cross-boundary Wealth Management
Connect Account Opening

Contact Us

For inquiries about products or services of Bank of China in the Mainland, please contact Bank of China Customer Service Hotline: +86 10 95566.
For more details on “BOC Cross-boundary Wealth Management Connect”, contact us by
Mobile Banking
Mobile Banking
Tap theonline csChat on BOCHK Mobile Banking to connect with our "Online Chat" which is available 24/7
Dedicated hotline for "BOC Cross-boundary Wealth Management Connect"
Dedicated hotline for "BOC Cross-boundary Wealth Management Connect"
+852 2278 3368
for Hong Kong customers
+86 400 800 2388
for Mainland customers
WeChat Official Account
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”
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.
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.
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