Total Relationship Balance Growth Reward(1)
up to HK$3,800
Customers who newly take up or upgrade to BOCHK Wealth Management serviceii during the promotion periodi
Customers who newly take up or upgrade to BOCHK Wealth Management Banking serviceii during the promotion periodi :
| Total Relationship Balance Growth Amount Comparing to the next month’s Total Relationship Balance after the successful account opening or upgrading month to the Total Relationship Balance of March 2022 |
Total Relationship Balance Reward |
|---|---|
| BOC Credit Card Free Spending Credit | |
| HK$5,000,000 - below HK$8,000,000 | HK$3,800 |
| HK$3,000,000 - below HK$5,000,000 | HK$1,800 |
| HK$1,000,000 - below HK$3,000,000 | HK$700 |
Welcome Rewards for Payroll Customers(2)
Enjoy up to HK$5,000 Exclusive Rewards(2) and
6-month $0 Brokerage Fee offer and so on upon successful registration and use of Payroll Service!
Enjoy up to HK$5000 Exclusive Rewards(2) and 6-month $0 Brokerage Fee offer and so on upon successful registration and use of Payroll Service!
| Payroll Welcome Rewards | ||
|---|---|---|
| Securities Brokerage Fee Offer | Exclusive Rewards | Monthly Savings Plan Privileges |
| 6-month unlimited $0 brokerage fee offer for New/Existing Securities Account# (2d)(2e) |
Up to HK$2,200^^,(2f) extra reward of BOC Express Cash Instalment Loan and Payroll Service Up to HK$1,000 Mortgage Service+ Extra Reward(13a)(13b) Up to HK$1,800(2b) Reward of Foreign Currency Exchange and HK$200 of Foreign Exchange Welcome Rewards(6),iii |
Transaction fee reduction for Monthly Stocks Savings Plan##,(12a) 0.01% subscription fee offer for Monthly Funds Savings Plan^,(2c) |
- # New Securities Account can enjoy first 6 months $0 brokerage fee. Existing Securities Account can enjoy $0 brokerage fee from 1 July 2022 to 31 December 2022.
- +“Private Wealth”/“Wealth Management” customers who successfully apply for BOCHK Mortgage Loan, Payroll and take up the Integrated Account Service during the promotion period; and drawdown the mortgage loan successfully (collectively named “Eligible Mortgage Customers”), can enjoy HK$500 extra Cash Reward of mortgage service and also successfully apply for BOCHK Mortgage Loan via “Instant Mortgage Application” Service of BOCHK “Home Expert” Mobile APP or BOCHK Website, and complete designated items, can enjoy extra HK$500 e-Coupons reward.
- ## Apply to newly set up Monthly Stocks Savings Plan.
- ^This offer is only applicable for setting up a new “Monthly Funds Savings Plan” via Internet Banking or BOCHK Branches (except for Fidelity Investment Funds, and the maximum monthly contribution amount is HK$50,000).
Reminder: To borrow or not to borrow? Borrow only if you can repay!
- Fund subscription fee reduction and cash reward of subscribing Equity Linked Investment Products up to HK20,000(3a)(Customers should have registered to use the e-Statements / e-Advices of investment products).
- Deposit Hong Kong stocks or China A shares to enjoy up to HK$4,000 BOC Credit Card Free Spending Credit(11c)(11d)。
* Assuming that the customer fulfills the above-mentioned requirements and submits a new fund-in amount of HK$13,000,000. The amount of rewards received by the customer may vary depending on the customer’s actual new fund-in amount and investment strategies. Designated products include but are not limited to Funds, Equity Linked Investment Products, Hong Kong stock deposits or China A shares. Please refer to the Other Rewards section for relevant offers and details.
Newly take up and upgrade to Wealth Management service can enjoy
"Preferential RMB Time Deposit"(4)
Preferential interest rate of up to 11% p.a. & 20 pips exchange offer for buying RMB
Place a time deposit -“Preferential RMB Time Deposit” with conversion of funds of Equivalent HK$50,000 or above can enjoy the following preferential deposit interest rates (p.a.) and exchange offer:
The above offer is limited, first come first served and available while quota lasts.
| Tenor | Preferential RMB time deposit interest rate (p.a.) |
|---|---|
| 7-day | 11% |
| 1-month | 3.8% |
| Exchange Offer | |
| 20 pips (only applicable to customers buying RMB) | |
Wealth Management Visa Infinite Card Welcome Offer
up to HK$900 Cash Rebate(14a)
Get Wealth Management Visa Infinite Card to earn 10X Points on gourmet dining all over town every day.
Foreign Currency Exchange
- Conduct foreign exchange transactions via Mobile Banking can enjoy up to HK $1,111 reward(5),iv.
- Integrated Banking Service customers who conduct designated foreign exchange transactions can enjoy up to 60 pips exchange discountv.
- Up to HK$1,800 exclusive rewards of Foreign Exchange via Mobile Banking for new to payroll customers(2b).
Preferential RMB Time Deposit and RMB Exchange Offer(4)
Place a time deposit -“Preferential RMB Time Deposit” with conversion of funds of Equivalent HK$50,000 or above can enjoy the preferential deposit interest rates (p.a.) and exchange offervi
Life Insurance – underwritten by BOC Group Life Assurance Company Limited (“BOC Life”)
- Enjoy a discount of up to 20% off for your first year premium(7),vii when customers enroll in BOC Life Deferred Annuity (Lifetime) underwritten by BOC Group Life Assurance Company Limited (“BOC Life”) that may also provide a tax deductionviii. You may also enjoy the first year premium discount from other designated life insurance plan and please contact BOCHK branch staff for details.
- During the promotion period, the Private Wealth / Wealth Management customers completed the “Financial Needs Analysis” at any branch will receive a gift “24K gold Tiger ornament” or “shopping coupon”(8). (Gifts are limited and available on a first-come-first-serve basis while stocks last.
General Insurance(9),(10)- underwritten by BOC Group Life Assurance Company Limited (“BOC Life”)
- Wealth Management customers can enjoy up to 15% discount off (9d) for the first year premium and up to HK$150 shopping coupon(9f) upon successful enrolment via a designated channels for the Premier Home Comprehensive Insurance.
- Customers can enjoy a discount of up to 13% discount off for the first year premium(10e) upon successful enrolment via designated channels for the BOC Standard Voluntary Health Insurance Scheme Certified Plan or the BOC Flexi Voluntary Health Insurance Scheme Certified Plan.
Promotion Period: 28 December 2021 to 22 June 2022 (both dates inclusive).
Fund / Equity Linked Investment Products / Third Party Structured Note linked to Equity / Bond (3)
- Fund subscription fee reduction* and cash reward of subscribing Equity Linked Investment Products / Third Party Structured Note linked to Equity / Bonds up to HK$20,000(3a) (Customers should have registered to use the e-Statements / e-Advices of investment products.)
- New Funds customers can enjoy 0% fund subscription fee of the first investment fund subscription made via BOCHK Mobile Banking, “Smart Invest”, or Internet Banking or branches. The cap of eligible investment fund subscription amount of Wealth Management customers is HK$1,000,000
Other Fund Promotion Offers
- Selling up a new “Monthly Funds Savings Plan” via Internet Banking or BOCHK Branches, can enjoy 0.01% Subscription fee offer(2c) (except for Fidelity Investment Funds, and the maximum monthly contribution amount if HK$50,000).
*Up to HK$20,000 Fund Subscription Fee Reduction for existing Funds customers.
Securities
- New Securities customers can enjoy the first 3-month unlimited $0 brokerage offer for buying and selling Hong Kong stocks, China A shares(11a) or US stocks(11b).
- Deposit Hong Kong stocks or China A shares to enjoy up to HK$4,000 BOC Credit Card free spending credit(11c)(11d)。
- Set up new Monthly Stocks Savings Plan to enjoy first 12-month transaction fee reduction of up to HK$600(12a). Flexibility to settle the contribution payment by BOC Credit Card to earn Credit Card gift points(12b) .
Mortgage
- Customer can enjoy a preferential interest rate, cash rebate and extra HK$500 supermarket e-Coupon(13a) by applying for a residential mortgage loan via digital channels during the promotion period; plus completing any 3 designated transactionsix .
Promotion period: From now till 30 June 2022 ( loan offer acceptance date: on or before 31 August 2022).
- Wealth Management Customers successfully apply for BOCHK Mortgage Loan and Payroll Service during the promotion period, and drawdown the mortgage loan successfully (collectively named “Eligible Mortgage Customers”) on or before 31 October 2022 , can enjoy HK$500 extra Cash Rewardx of Mortgage Service.
Promotion period: From now till 30 June 2022 (loan drawdown date: on or before 31 October 2022)
Loan
Wealth Management customers apply BOC Express Cash Instalment Loan and drawdown the loan successfully, enjoy Annualized Percentage Rate as low as 1.68%xi and Handling Fee Waiver offer, can enjoy up to HK$2,200 cash rebate(2f) via e-Channels application.
Promotion period: From now till 30 June 2022（Loan drawdown date: on or before 29 July 2022）.
Credit Card(14)
New customers who apply successfully for a Wealth Management Visa Infinite Card(14a) or a BOC Dual Currency Card(14b) will be entitled to Welcome Offer of up to HK$900 Cash Rebate (Applicable to new customers whose application is made via online channel and fulfill designated spending requirements)xii.
BoC Pay(15)
- Welcome Reward: First time to bind BoC Pay to get Welcome Rewards of HK$68 Merchant e-coupons
- Festive Surprise: Designated festive days/special days enjoy 20% off to offset your spending with Gift Point (200 points = HK$1). If you’ve held your cards for 11 years or more to enjoy extra 20% off (160 points = HK$1)!
- Share Is Rewarding: Enjoy a HK$20 Reward for every successful referral of BoC Pay registration / binding. The more you refer, the more rewards you enjoy!
Foreign Currency Exchange
- Conduct foreign exchange transactions via Mobile Banking can enjoy up to HK $1,111 reward(5),iv.
- Integrated Banking Service customers who conduct designated foreign exchange transactions can enjoy up to 60 pips exchange discountv.
- Up to HK$1,800 exclusive rewards of Foreign Exchange via Mobile Banking for new to payroll customers(2b).
Preferential RMB Time Deposit and RMB Exchange Offer(4)
Place a time deposit -“Preferential RMB Time Deposit” with conversion of funds of Equivalent HK$50,000 or above can enjoy the preferential deposit interest rates (p.a.) and exchange offervi
Life Insurance – underwritten by BOC Group Life Assurance Company Limited (“BOC Life”)
- Enjoy a discount of up to 20% off for your first year premium(7),vii when customers enroll in BOC Life Deferred Annuity (Lifetime) underwritten by BOC Group Life Assurance Company Limited (“BOC Life”) that may also provide a tax deductionviii. You may also enjoy the first year premium discount from other designated life insurance plan and please contact BOCHK branch staff for details.
- During the promotion period, the Private Wealth / Wealth Management customers completed the “Financial Needs Analysis” at any branch will receive a gift “24K gold Tiger ornament” or “shopping coupon”(8). (Gifts are limited and available on a first-come-first-serve basis while stocks last.
General Insurance(9),(10)- underwritten by BOC Group Life Assurance Company Limited (“BOC Life”)
- Wealth Management customers can enjoy up to 15% discount off (9d) for the first year premium and up to HK$150 shopping coupon(9f) upon successful enrolment via a designated channels for the Premier Home Comprehensive Insurance.
- Customers can enjoy a discount of up to 13% discount off for the first year premium(10e) upon successful enrolment via designated channels for the BOC Standard Voluntary Health Insurance Scheme Certified Plan or the BOC Flexi Voluntary Health Insurance Scheme Certified Plan.
Promotion Period: 28 December 2021 to 22 June 2022 (both dates inclusive).
Fund / Equity Linked Investment Products / Third Party Structured Note linked to Equity / Bond (3)
- Fund subscription fee reduction* and cash reward of subscribing Equity Linked Investment Products / Third Party Structured Note linked to Equity / Bonds up to HK$20,000(3a) (Customers should have registered to use the e-Statements / e-Advices of investment products.)
- New Funds customers can enjoy 0% fund subscription fee of the first investment fund subscription made via BOCHK Mobile Banking, “Smart Invest”, or Internet Banking or branches. The cap of eligible investment fund subscription amount of Wealth Management customers is HK$1,000,000
Other Fund Promotion Offers
- Selling up a new “Monthly Funds Savings Plan” via Internet Banking or BOCHK Branches, can enjoy 0.01% Subscription fee offer(2c) (except for Fidelity Investment Funds, and the maximum monthly contribution amount if HK$50,000).
*Up to HK$20,000 Fund Subscription Fee Reduction for existing Funds customers.
Securities
- New Securities customers can enjoy the first 3-month unlimited $0 brokerage offer for buying and selling Hong Kong stocks, China A shares(11a) or US stocks(11b).
- Deposit Hong Kong stocks or China A shares to enjoy up to HK$4,000 BOC Credit Card free spending credit(11c)(11d)。
- Set up new Monthly Stocks Savings Plan to enjoy first 12-month transaction fee reduction of up to HK$600(12a). Flexibility to settle the contribution payment by BOC Credit Card to earn Credit Card gift points(12b) .
Mortgage
- Customer can enjoy a preferential interest rate, cash rebate and extra HK$500 supermarket e-Coupon(13a) by applying for a residential mortgage loan via digital channels during the promotion period; plus completing any 3 designated transactionsix .
Promotion period: From now till 30 June 2022 ( loan offer acceptance date: on or before 31 August 2022).
- Wealth Management Customers successfully apply for BOCHK Mortgage Loan and Payroll Service during the promotion period, and drawdown the mortgage loan successfully (collectively named “Eligible Mortgage Customers”) on or before 31 October 2022 , can enjoy HK$500 extra Cash Rewardx of Mortgage Service.
Promotion period: From now till 30 June 2022 (loan drawdown date: on or before 31 October 2022)
Loan
Wealth Management customers apply BOC Express Cash Instalment Loan and drawdown the loan successfully, enjoy Annualized Percentage Rate as low as 1.68%xi and Handling Fee Waiver offer, can enjoy up to HK$2,200 cash rebate(2f) via e-Channels application.
Promotion period: From now till 30 June 2022（Loan drawdown date: on or before 29 July 2022）.
Credit Card(14)
New customers who apply successfully for a Wealth Management Visa Infinite Card(14a) or a BOC Dual Currency Card(14b) will be entitled to Welcome Offer of up to HK$900 Cash Rebate (Applicable to new customers whose application is made via online channel and fulfill designated spending requirements)xii.
BoC Pay(15)
- Welcome Reward: First time to bind BoC Pay to get Welcome Rewards of HK$68 Merchant e-coupons
- Festive Surprise: Designated festive days/special days enjoy 20% off to offset your spending with Gift Point (200 points = HK$1). If you’ve held your cards for 11 years or more to enjoy extra 20% off (160 points = HK$1)!
- Share Is Rewarding: Enjoy a HK$20 Reward for every successful referral of BoC Pay registration / binding. The more you refer, the more rewards you enjoy!
Mobile Account Opening
Your bank account is ready to go as soon as your mobile application is completed. Allow you to manage payment, savings financial management and insurance 24 hours around the clock.
Upgrade your Integrated Account Services
Enjoy the new wealth management experience and diversified financial solutions from your professional service team.
Apply Wealth Management Visa Infinite Card
Login online or mobile banking or contact your relationship manager.
Reminder: To borrow or not to borrow? Borrow only if you can repay!
Foreign Currency Trading/RMB Trading and Investment involves risks. The above products, services and offers are subject to terms and conditions. Please refer to relevant promotion materials or branch staff for details.
