Perspective Proficiency Funxury Experience Rapport Beyond Products and Services

Up to HK$40,000
Welcome Offers

BOC Mastercard® Debit Card

Successfully apply for a debit card
to get a chance to win USJ
tickets & hotel accommodation with unlimited 0.5% cash rebate

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Perspective Proficiency Funxury Experience Rapport

Beyond Products and Services

Explore Welcome Offers

Go for it!
We’ve got your back.

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

New

BOC Mastercard® Debit Card

The new "BOC Mastercard®Debit Card", is designed to cater your family’s travel and educational needs.
Revel in the added benefit of an unlimited 0.5% cash rebate on all your spending with unparalleled flexibility.

Activate your "BOC Mastercard® Debit Card" now and unlock the door to an exciting lucky draw chance with just one purchase.

Grand Prize：4 tickets to Universal Studios Japan with connecting-room (2 winners)

Second Prize：Hotel cash voucher HK$2,000 (20 winners)

With every extra Wealth Mission you complete, you earn a chance to win in our lucky draw. The more tasks you accomplish, the greater your chances of winning.

The "BOC Mastercard® Debit Card" brings you an array of exclusive perks:

0.5% unlimited spending cash rebate

HK$300 bonus reward on foreign currency exchange - accumulated HK$100,000 or equivalent foreign currency exchange conduced via mobile banking and conduct accumulated HK$5,000 transactions

35% off for travel or study abroad insurance plus coupon^ - Including “Universal Smart Travel Insurance Plan”, “Greater Bay Area Travel Insurance Plan” or “GoStudy Student Insurance”. Plus, chance to receive HK$200 coupon for premium of HK$1,000 or above of a single policy

Unless otherwise specified, this promotional offer is valid from July 2 to September 30, 2024, inclusive of both dates. Rewards related to FamilyMAX "BOC Mastercard® Debit Card" are subject to terms and conditions. The quota is limited and is on a first-come, first-served basis. Click here for details.

^BOCHK is the appointed insurance agency of BOCG Insurance for distribution of the Relevant Insurance Plans. The Relevant Insurance Plans are products of BOCG Insurance but not BOCHK.
The above offers and insurance plans are subject to terms and conditions, please pay attention to the related product risks. For more product information and policy terms, please visit BOCHK official website at www.bochk.com: BOCHK official website->Insurance->Travel and Leisure

Rewards

Wealth Management customers who successfully fulfil the designated
requirements will enjoy:

Newly open Kiddie Sky Savings Account / i-Free Banking service:
1. Earn up to HK$200 Cash Reward¹ upon completed "Wealth Planning Service"
2. Children can enjoy "FamilyMAX Smart Savings Deposits" HKD savings deposit interest rate of up to 3% p.a.²
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 service.

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 account³ ("Wealth Management Family")
Referral reward:
HK$2,000 cash reward

Reminder

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)
Make a reservation through BOCHK website or contact your Relationship Manager for account opening

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 subscription⁴
Successfully open new Securities Account, complete designated stock transaction and BOC Cheers Card application
Enjoy Up to HK$200 Rewards⁵
Complete “Wealth Planning Service” Earn
HK$100 Cash Reward⁶
Complete “Financial Needs Analysis” Earn
HK$300 supermarket shopping voucher
Home Insurance, Domestic Helper Insurance and Overseas Study Insurance
up to 30% premium discount⁷
BOC Cheers Card Enjoy
up to HK$1,900 Cash Rebate⁸
Activate the “Live Young Rewards App” as a new member Earn DECATHLON HK$49 E-gift Card⁹

¹Applicable to Wealth Management customers who successfully open a Kiddie Sky Savings Account (below the age of 11) or i-Free Banking service (starting from the age of 11 to 17) for his/her children.
²Applicable 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) who fulfilled 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.
³Customers 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).
⁴The 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 2 July 2024 to 30 September 2024.
⁵Up to HK$200 Rewards including: 1) Successfully opened new Securities Account and complete designated stock transaction to enjoy HK$100 BOC Cheers Card Free Spending Credit. 2) Successfully opened new Securities Account and complete designated stock transaction customers who successfully applied for the BOC Cheers Card during the promotion period can enjoy additional BOC Cheers Card Welcome Offer of 25,000 Points (at the ratio of every 250 points to HK$1), equivalent to HK$100.
⁶Selected 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.
⁷The relevant Home Insurance, Domestic Helper Insurance and Overseas Study Insurance are underwritten by Bank of China Group Insurance Company Limited ("BOCG Insurance"). For details, please refer to the Terms and Conditions. Please visit BOCHK website > Insurance, to understand more product information and policy terms.
⁸People 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.
⁹Customers must successfully register as a new member of the “Live Young” Rewards Program (“Live Young”) using 【Familymax】 as the promo code, then download and activate the "Live Young Rewards App" during the promotion period. Subject to Activating the "Live Young Rewards App" as a New Member Terms and Conditions.
Unless otherwise specified, promotion period is from 2 July 2024 until 30 September 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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Reminder: To borrow or not to borrow? Borrow only if you can repay! SVF Licence Number: SVFB072

Investment and FX trading involve risks. Please take note of the product characteristics and risk, including exclusion items.

BOCHK is granted an insurance agency licence under the Insurance Ordinance (Cap. 41 of the Laws of Hong Kong) by Insurance Authority in Hong Kong Special Administrative Region of the People's Republic of China. (insurance agency licence no. FA2855)

BOCHK is the appointed insurance agency of BOC Group Life Assurance Company Limited ("BOC Life") / China Life Insurance (Overseas) Company Limited ("China Life (Overseas)") and Bank of China Group Insurance Company Limited ("BOCGI") for distribution of life insurance products and general insurance products. The life insurance product is a product of BOC Life /China Life (Overseas); the general insurance product is a product of BOCGI, but not 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 General Insurance Plans should be resolved directly between BOCG Insurance and the customer.

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.

You will leave the BOCHK website and open and link to a third-party website that is not in any way associated with BOCHK in a new browser. For third-party websites, all guarantees, obligations and responsibilities related to the services are solely the responsibility of the owners of the third-party websites. BOCHK is not responsible for checking the content of such third party websites. Use of such hyperlinks and third party websites is at your own risk. BOCHK shall not be responsible for any consequences arising or arising from your use of such hyperlinks and third-party websites. By confirming, you agree to the above.

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