Insurance and Asset Management Companies

BOCHK is one of the major service providers for Hong Kong insurance and asset management companies, offering professional services to over 100 local and overseas insurance and asset management companies. BOCHK, equipped with the experienced and professional insurance and asset management companies business team can provide tailor-made service solutions to fit your diversified business needs. 

We have profound experience in the industry and offer professional services to over 100 local and overseas insurance and asset management companies. 


  • Riding on our professional team and extensive network, you can manage your payments, collections and financial transactions efficiently, optimising your working capital.
  • Being the leader in custodian service in Hong Kong, we have the experienced custodian service team and comprehensive global custodian network, providing a full range of custodian service to you.
  • As the largest custodian service provider of cross-border RQFII funds and offshore RMB public funds in Hong Kong, we, supported by our intragroup real-time settlement platform, can help you to enjoy one-stop custodian service across the border, optimising your working capital.
  • Being the pioneer in RMB business in Hong Kong, we have substantial advantage in RMB related foreign exchange and derivatives transactions.

A Comprehensive Range of Innovative Financial Services

Cash Management: Our one-stop cash management solution can help you manage your daily cash flow and financial transactions, cash-pooling for the funds of the intra-group accounts with ease. With our sub-account service, you can collect payments from clients in real time via branches, CBS Online, Cheque-Deposit Machines, remittances and CHATS transfers. You can also check the instant balance and incoming funding report through our CBS Online.

Custodian Service: We offer securities custodian service to safekeep your asset and ensure the completeness, independence and safety of the assets.

RMB Service: Being the major market maker of the local RMB foreign exchange market, we have an extensive service network and foreign exchange system and offer spot and forward exchange services.

Corporate Customer Service Hotline +852 3988 2288

Important Notice

Risk Disclosure of RMB Investment and Conversion

  • RMB investments are subjects to exchange rate fluctuations which may provide both opportunities and risks.  The fluctuation in the exchange rate of RMB may result in losses in the event that the customer converts RMB into HKD or other foreign currencies.
  • RMB is currently not fully freely convertible. Corporate customers who intend to conduct conversion of RMB through banks may occasionally not be able to do so fully or immediately, for which it is subject to the RMB position of the banks and their commercial decisions at that moment. Customers should consider and understand the possible impact on their liquidity of RMB funds in advance.

Risk Disclosure

The following risk disclosure statements cannot disclose all the risks involved. You should undertake your own research and study before you trade or invest. You should carefully consider whether trading or investment is suitable in light of your own financial position and investment objectives. You are advised to seek independent financial and professional advice before you trade or invest. You should seek independent professional advice if you are uncertain of or have not understood any aspect of the following risk disclosure statements or the nature and risks involved in trading or investment.

Risk Disclosure of Securities Trading

  • The prices of securities fluctuate, sometimes dramatically. The price of a security may move up or down, and may become valueless. It is as likely that losses will be incurred rather than profit made as a result of buying and selling securities.
  • This promotional material does not constitute any offer, solicitation, recommendation, comment or any guarantee to the purchase or sale of any investment product or service.
  • This promotional material is issued by Bank of China (Hong Kong) Limited and the contents have not been reviewed by the Securities and Futures Commission of Hong Kong.