Investor Presentaiton
EGBA Opportunities - Financial Services
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Proposed Wealth Management Connect
Residents registered in the nine GBA cities, or record of 5 years + social security or individual income
tax in the nine GBA cities, and
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2 years+ experience in investment, and
Mainland/
GBA
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Net financial assets of RMB 1 million + over the past 3 months, or financial assets with a monthly
balance of RMB 2 million + for the past 3 months
The qualified products to be verified and announced by the regulators in Hong Kong and Macao
Designated investment accounts
Closed-loop through the bundling of designated remittance and investment accounts in RMB
Hong Kong
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Northbound
@ RMB 1 million
Aggregate quota of
RMB 150 billion
Southbound
@ RMB 1 million
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Eligibility is subjected to further details from HK and Macao respective regulators
Eligible northbound investor can invest in Class 1 – Class 3 non-guaranteed principal investment
products issued by mainland wealth managers except cash management investment products, and
R1-R3 mutual funds
Closed-loop through the bundling of designated remittance and investment accounts in RMBView entire presentation