工銀亞洲:有信心在「跨境理財通」順利推進中發揮重要角色
中國工商銀行(亞洲)有限公司今天宣布成為香港首批推出粵港澳大灣區「跨境理財通」服務之本地銀行,借助工銀集團大灣區境內外一體化服務優勢,創新建立雙向跨境理財服務機制,為大灣區居民帶來更豐富多元的資產配置選擇。
工銀亞洲副行政總裁顧旋表示,工銀亞洲很榮幸成為首批「跨境理財通」開辦銀行,為內地及香港的個人客戶提供雙向跨境購買金融理財產品及服務。目前,總行中國工商銀行在大灣區內擁有1,200多家服務網點、超過3萬名專業服務人員,綜合服務能力保持市場領先地位,而工銀亞洲亦已就產品與專業服務人員作出全面安排,於全線分行專設「跨境服務大使」,專責處理有關「跨境理財通「的查詢。憑藉總行的雄厚實力及強大網絡和配套,結合工銀亞洲專業財富管理及跨境金融服務優勢,工銀亞洲有信心在「跨境理財通」的順利推進中發揮重要角色。
由即日起,持有香港居民身份證的工銀亞洲客戶只需前往工銀亞洲各分行,及工行位於大灣區內九大城市(廣州、深圳、珠海、佛山、惠州、東莞、中山、江門及肇慶)的指定網點,即可開立、配對及綁定「北向通」匯款及投資專戶,用以認購由工行分銷的指定理財產品以及公募基金產品。
如客戶本身已持有境內大灣區工行的I類賬戶及有效的工行網上銀行,於工銀亞洲分行作開戶預審核後,便可安坐家中透過工行手機銀行線上開立「北向通」匯款專戶,過程更是方便快捷。其後,客戶透過工行手機銀行內的「跨境理財通」北向通專區,便可隨時隨地進行投資;當產品到期或贖回後,相應的本金和收益亦可經由於工行的「北向通」投資專戶匯出至客戶綁定的工銀亞洲「北向通」匯款專戶。
由即日起,境內客戶於工行大灣區內指定網點透過見證開戶方式,或親臨工銀亞洲分行開立、配對及綁定「南向通」匯款及投資專戶,即可認購由工銀亞洲在開通初期所提供的合資格理財產品,包括基金、債券以及不同幣種的存款。客戶透過工銀亞洲手機銀行內的「跨境理財通」南向通專區,可於境內隨時使用人民幣資金跨境進行貨幣兌換,及認購或贖回合資格理財產品(包括基金及存款),而相應的本金和收益亦可經工銀亞洲手機銀行由「南向通」投資專戶匯出至綁定的工行的「南向通」匯款戶。
此外,藉「跨境理財通」正式開通,由2021年10月19日至10月31日(包括首尾兩日),所有工銀亞洲客戶透過工銀亞洲各分行、個人網上銀行及個人手機銀行認購基金,認購費一律為0.5%。(ad/u)
~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.