Common Contracts

Cross-boundary Wealth Management Connect (Southbound) Customer Agreement

Customer Agreement • March 9th, 2022 • Hong Kong

• Contract Type
  Customer Agreement
• Filed
  March 9th, 2022
• Jurisdiction
  Hong Kong

In order to open the “Multi-Currency Account for Cross-boundary WMC” (which consists of investment account and the related settlement account(s), and which, for simplicity, are collectively referred to as “dedicated investment account”) with Fubon Bank (Hong Kong) Limited, for the purpose of using Cross-boundary Wealth Management Connect Southbound Service (the “Service”), the Customer should read and comply with the terms and conditions of this Agreement, and be familiar with the rules and regulations applicable to Cross- boundary Wealth Management Connect (including but not limited to the guidance issued by the Hong Kong Monetary Authority relating to Cross-boundary Wealth Management Connect, and all Implementation rules and related documents issued by the supervisory authority of Mainland China for the Pilot Scheme of Cross-boundary Wealth Management Connect). The Bank provides the Cross-boundary Wealth Management Connect Southbound Service to the Customer in accordance with the ter