The Bank of East Asia

Personal Banking

Cross-Boundary Wealth Management Connect

BEA Cross-Boundary Wealth Management Connect (Southbound)

Powering Investments from a local perspective

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What is WMC?

The Bank of East Asia Limited (“BEA”) launches the Cross-boundary Wealth Management Connect (“WMC”) services – Southbound. Residents of mainland GBA cities can invest in eligible investment products distributed by BEA by opening designated investment accounts with BEA.

WMC Southbound customers can enjoy the privileges below: preferential time deposit rate, monthly service fee waiver, funds subscription fee discount, remittance fee discount, preferential foreign exchange rate. Become a new cross-border SupremeGold customer and deposits initial funds of HK$500K, you can enjoy rewards of HK$1,300. (Terms and conditions apply. For details please refer to the below.)

Southbound Scheme
(For Eligible Mainland Investors)
Eligible Investor:
  • Assessed by BEA as not being a vulnerable customer;
  • Has full capacity for civil conduct;
  • Valid household registration in any of the 9 GBA cities2 in mainland China or can provide at least 5 years’payment record of social security or personal tax in any of those cities;
  • Has at least 2 years’ investment experience and has own at least RMB 1 million of net household financial assets in the past 3 months; or held at least RMB 2 million of household financial assets in the past 3 months;
  • Is investing in his/her personal capacity, but not as joint-name or a corporate customer, and should not authorized a third party to operate the account;
  • Has valid Entry-exit Permit for Travelling to or from Hong Kong and Macau, or valid PRC passport; and
  • Has no WMC dedicated remittance and investment accounts with other banks or financial institutions
Eligible Wealth Management Products provided by BEA
Funds domiciled in Hong Kong and authorized by the Securities and Futures Commission of Hong Kong, which are assessed as "non-complex" and "low" risk to "medium" risk by BEA (excluding products listed and traded on the Hong Kong Exchanges and Clearing Limited).
RMB, HKD and foreign currency deposits.
Account Opening Procedure
BEA Flash
  • Customers can apply Dedicated Investment Account of BEA via BEA Flash before visiting the designated branch of BEACN, BEA Flash simplifies the traditional account opening process, ensuring quick and smooth account application.
Demo
  • Customers can download BEA Flash free of charge by searching for “BEA Flash”in the App Store or Google PlayTM

Android users can also download APK file for installation

How to install?

Version: 4.0.2

Last Update Date: 3rd April, 2022


WMC Privileges
SupremeGold Account Opening Reward
  • Terms and conditions apply. For details of Preferential Time Deposit Rate, please click here. For details of SupremeGold Account Opening Reward, please click here. For details of WMC Welcome Reward, please click here. For details of other privileges, please refer to WMC Fee Schedule.
Enquiry and Appointment 
  • Click here and you will be redirected to the website of BEA CN to learn more about the details and making an appointment for account opening
  • For any enquiries about WMC, please contact (852) 2211 1133
  • Mainland clients can call BEA toll-free hotline 400 8427695
  • Follow our WeChat Official Account, to learn more about WMC

1 Click the button and you will be redirected to the website of The Bank of East Asia (China) Limited to learn more about the details and making an appointment for account opening.

2 Including Shenzhen, Guangzhou, Zhuhai, Zhongshan, Foshan, Zhaoqing, Jiangmen, Dongguan, and Huizhou.

3 BEA CN is the Mainland partner bank of BEA. BEA cooperates with BEA CN to jointly provide WMC services.

4 This monthly service fee exemption is applicable to Wealth Management Connect SupremeGold Account under Cross-boundary Wealth Management Connect Southbound Scheme.

5 For details please refer to WMC Fee Schedule.

6 Preferential Foreign Exchange Rate only applies to foreign currency exchange transactions conducted in Wealth Management Connect SupremeGold Account.

7 To enjoy this offer, customers shall open new WMC accounts and remit no less than RMB 50,000 within one month from the date of account opening, and maintain the balance until the last calendar day of the next calendar month.

Important Notes:

The above is factual information about WMC, which does not constitute any solicitation, recommendation, or active marketing. Regarding the regulation on WMC, please refer to the announcements of regulators in Hong Kong and mainland China. Please read our Cross-boundary Wealth Management Connect (Southbound) Notice Relating to Wealth Management Connect SupremeGold Accounts before you proceed to open WMC account.

All investments involve risks. The information and materials contained in this website are intended solely for informational purposes and does not constitute an offer, solicitation, invitation, or advice to subscribe to any securities or investment products.

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