Horizons - Private Wealth - BOCHK

Horizons
Envisioning a Lasting Legacy

Comprehensive family wealth solutions for you and your loved ones, covering global education support, external legacy advisory services and exclusive Legacy of Love events and experiences, helping to preserve your family’s strengths for generations to come.
Family Planning
Family Planning
Global education support
Enjoy privileged access to overseas education consultation services to help your children achieve their academic aspirations.
Legacy of Love, helping you preserve your family’s strengths for generations to come.
Shared Privileges for Your Children
Parents can dedicate themselves to helping their children enjoy exclusive benefits and experiences together, such as preferential deposit rates, special fund subscription fees and opportunities to extend family wealth and wisdom.
Supporting Your Children’s Development
Exclusive events are held regularly across areas such as conservation, wealth management, education and career planning, helping children develop their potential.
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Legacy Planning
Legacy Planning
Legacy Planning
Exclusive to Private Wealth customers, enjoy a complimentary one-to-one consultation with an external legacy planning adviser. This tailored session is designed to help you and your loved ones prepare thoughtfully for the future. For more information, please contact your Relationship Manager.
Risk disclosure of Fund:
Fund products or services are not equivalent to, nor should it be treated as a substitute for, time deposit. Although investment may bring profit opportunities, each investment product or service involves potential risks. Due to dynamic changes in the market, the price movement and volatility of investment products may not be the same as expected by you. Your fund may increase or reduce due to the purchase or sale of investment products. The value of investment funds may go up as well as down and the investment funds may become valueless. Therefore, you may not receive any return from investment funds. Part of your investment may not be able to liquidate immediately under certain market situation. The investment decision is yours but you should not invest in these products unless the intermediary who sells them to you has explained to you that these products are suitable for you having regard to your financial situation, investment experience and investment objectives. Before making any investment decisions, you should consider your own financial situation, investment objectives and experiences, risk acceptance and ability to understand the nature and risks of the relevant product. Investment involves risks. Please refer to the relevant fund offering documents for further details including risk factors. If you have any inquiries on this Risk Disclosure Statement or the nature and risks involved in trading or funds etc, you should seek advice from independent financial adviser.

BOCHK is appointed by fund houses as agent. The fund product is a product of fund houses but not that of BOCHK. In respect of an eligible dispute (as defined in the Terms of Reference for the Financial Dispute Resolution Centre in relation to the Financial Dispute Resolution Scheme) arising between BOCHK and the customer out of the selling process or processing of the related transaction, BOCHK is required to enter into a Financial Dispute Resolution Scheme process with the customer; however any dispute over the contractual terms of the fund product should be resolved directly between the fund house and the customer.

This promotion material is for reference only, and does not constitute any offer, solicitation, recommendation, comment or guarantee to the purchase, subscription or sale of any investment product or service.
General Terms
  • Private Wealth service offered by Bank of China (Hong Kong) Limited (“BOCHK” or “Bank”) is applicable to personal banking customers only.
  • The above products, services and offers are subject to the relevant terms. For details, please refer to the relevant promotion materials or contact the staff of the Bank.
  • The Bank reserves the right to amend, suspend or terminate the above products, services and offers, and to amend the relevant terms at any time at its sole discretion
  • In case of any dispute, the decision of the Bank shall be final.
  • Should there be any discrepancy between the English and Chinese versions of this promotion material, the Chinese version shall prevail.
  • This promotion material is issued by BOCHK and the contents have not been reviewed by the Securities and Futures Commission of Hong Kong.