Cross-border Wealth Management Services

If you would like to know more about Cross-border Wealth Management Services, please complete this form. Based on your request, you will be provided with factual information about the services.

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Title

Name*

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Mobile No.*

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E-mail Address

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Residency*

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Service Type*

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Preferred Chinese Mainland GBA Branch*

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Preferred Appointment Date and Time/Other Enquiry

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Maximum number of characters allowed: 600 English character or 200 Chinese character

Reference code

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Are you an existing customer of The Bank of East Asia, Limited (“BEA”)?*

Yes

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Declarations

I confirm that I have read, understood, and agree to the following:

BEA's Personal Data (Privacy) Ordinance - Personal Information Collection (Customers) Statement.
The personal data provide in this form is solely used by BEA to contact me and provide me with factual information about WMC/ Supreme Gold Account through emails or follow-up phone calls.
If I am a Chinese Mainland resident, BEA will pass, on my behalf, my personal data to The Bank of East Asia (China) Limited (“BEA China”), a licensed bank in the Chinese Mainland, so that BEA China can contact me and provide me with more information about WMC in response to my request.
If I am a Chinese Mainland resident applying for Wealth Management Connect (Southbound) services, The Bank of East Asia (China) Limited will contact me by phone to confirm the appointment date and required application documents, and the application has to be made at BEA China’s branches.
If I am a Chinese Mainland resident applying for Wealth Management Connect (Southbound) services, I acknowledge and fulfill the investor eligibility requirements under the Southbound Scheme.

Please check the checkbox to confirm

Remarks:
The personal data provided in this form is solely used for providing you with factual information about WMC/Supreme Gold Account in response to your request. The collection, use, storage and handling of your personal data and handling of data access and correction request will adhere to the Personal Data (Privacy) Ordinance - Personal Information Collection (Customers) Statement and Privacy Policy Statement issued by BEA. The data provided in this form will be kept by BEA for 6 months. During the data retention period, BEA will not use such personal data for any direct marketing activities, and will not provide such personal data to other persons for their use in direct marketing activities (except for follow up contacts made in response to your request above). For enquiry, please contact BEA at (+852) 2211 1133.

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This form is for submitting enquiry only and is not intended for giving any urgent banking instructions or reporting any urgent fraud or suspicious transactions. Please contact our 24-hour Customer Service Hotline (+852) 2211 1333 immediately if you suspect there is any fraud.