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Wealth ManagementFamilyMAX Rewards up to HK$8,300

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Wealth Management offers the best solutions to satisfy your family’s every needs, allowing you to achieve your future aspirations and goals.

Rewards

Wealth Management customers who successfully fulfil the designated
requirements will enjoy up to HK$8,300 rewards

Newly open Kiddie Sky Savings Account / i-Free Banking service to enjoy “FamilyMAX Smart Savings Deposits” HKD savings deposit interest rate of up to 3% p.a.¹
Enjoy “Welcome Smart Savings Deposits“ HKD savings deposit interest rate of up to 3% p.a. within first 100 calendar days upon successful taking up of Wealth Management Services.

up to HK$6,000 cash rewards

Earn double rewards when you refer your loved ones to open accounts together!

Referral of a Wealth Management customer
Referral reward:
HK$1,000 cash reward
Referral of a Wealth Management customer and his/her children to open a specific account² ("Wealth Management Family")
Referral reward:
HK$2,000 cash reward

Reminder

Make a reservation with your Relationship Manager for account opening
Please bring along below documents for your children’s account opening:
- 1. Children’s identity document e.g. HKID Card
- 2. Parent's identity document
- 3. Relationship proof e.g. Birth Certificate or school handbook with parent(s) particulars (with school stamp)

Family
Rewards

0% Subscription Fee for Funds
- Build you family's goal with “PlanAhead” and construct diversified portfolios with “Smart Invest”, you and your aged 18 or above's children can enjoy
  0% subscription fee on the first investment fund subscription³
Complete “Wealth Planning Service” Earn
HK$100 Cash Reward⁴
Complete “Financial Needs Analysis” Earn
HK$200 supermarket shopping voucher
BOC Cheers Card Enjoy
up to HK$1,900 Cash Rebate⁵
When you and your children successfully download and bind BoC Pay for the first time Earn
up to HK$100 BoC Pay Coupons for each⁶
Activate the “Live Young Rewards App” as a new member Earn DECATHLON HK$49 E-gift Card⁷

¹Applicable to eligible customers who successfully open a Kiddie Sky Savings Account (below the age of 11) or the i-Free Banking service (age of 11 to 17). Eligible customers must fulfil specific requirements to enjoy the HKD savings deposit interest rate of up to 3% p.a. for the first HK$100,000 Deposits Balance in respect of 1 month tenor.
²Customers aged 11 to 17 who have newly taken up the i-Free Banking service or Wealth Management customers who newly open a Kiddie Sky Savings Account for their children below the age of 11. During i-Free Banking service account opening, the Wealth Management customer's “My Invitation Code” must be inputted in the “Referrer Invitation Code” field by BOCHK branch staff in order to confirm that the applicant is a child (“My Invitation Code” can be found in “Menu > Promotions > Refer Friends” page of BOCHK Mobile Banking or Online Banking).
³The offer is applicable to Wealth Management customers and their Children aged 18 or above. During the Children’s i-Free Banking service account opening, the Wealth Management customer's “My Invitation Code” must be inputted in the “Referrer Invitation Code” field by BOCHK branch staff in order to confirm that the applicant is a child. The eligible Children’s account opening period from 1 April 2024 to 30 June 2024.
⁴Selected Customers who successfully complete the “Wealth Planning Service” can enjoy HK$100 Cash Reward. For details of Selected Customers requirement, please contact your Relationship Manager.
⁵People who successfully apply for the BOC Cheers Card can enjoy up to 375,000 Points Welcome Offer (at the ratio of every 250 points to HK$1), equivalent to HK$1,500. Successfully apply for BOC Cheers Card Supplementary Card and make at least 1 transaction within 1 month after card issuance will be entitled to up to 100,000 Points (at the ratio of every 250 points to HK$1), equivalent to HK$400. For details, please refer to the Terms and Conditions.
⁶Customers and their children aged 16-17 who are i-Free Banking customers (the “Eligible Customer”) who successfully download BoC Pay and bind it with their BOC UnionPay Dual Currency Credit Card issued in Hong Kong bearing the BOC logo and/or Smart Account and/or register the Payment Account for the first time are eligible to receive BoC Pay Coupons with a total value of HK$50. An Eligible Customer who binds his/her BOC Smart Account and makes a merchant purchase of HK$200 or above via BoC Pay during the Promotion Period is eligible to receive extra BoC Pay Coupons with a total value of HK$30. An Eligible Customer who binds his/her BOC Smart Account and makes a bill payment of HK$200 or above via BoC Pay by scanning FPS code during the Promotion Period is eligible to receive extra BoC Pay Coupons with a total value of HK$20. Each Eligible Customer is entitled to up to HK$100 in BoC Pay Coupons during the Promotion Period.
⁷Customers must successfully register as a new member of the “Live Young” Rewards Program (“Live Young”), and input the “My Invitation Code” of BOCHK’s Wealth Management customer in the promo code field (“My Invitation Code” can be found in “Menu > Promotions > Refer Friends” page of BOCHK Mobile Banking or Online Banking) , then download and activate the “Live Young Rewards App”. Subject to Activating the “Live Young Rewards App” as a New Member Terms and Conditions.
Unless otherwise specified, promotion period is from 1 April 2024 until 30 June 2024 (both dates inclusive).
Terms and conditions apply to the FamilyMAX Rewards. A limited quota of offers is available, on a first-come-first-served basis. Press here for details.

FamilyMAX Rewards terms and conditions (Last Quarter)

Junior Account

Family Wealth

Family Health

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Terms and Conditions apply to the relevant products and services. The Terms and Conditions of the related service will be provided electronically. Please read and accept the related Terms and Conditions. These Terms and Conditions will be available for download and will be stored in the BOCHK website within 30 days of submission of an account opening request or transaction instruction. Such information may not be available for viewing or downloading after the specified time.

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