Wealth Management Connect
Seize opportunities in the Greater Bay Area

The newly announced Wealth Management Connect Pilot Scheme lets you tap into more potential for growth across the Mainland Greater Bay Area (“GBA”). Thanks to this new pilot scheme, you can invest in cross-boundary wealth management products offered by financial institutions in the GBA.

For Mainland GBA residents

Eligible customers can open a dedicated investment account in Hong Kong and Macau banks and remit funds through a closed-loop system to purchase eligible investment products sold by Hong Kong and Macau banks. The individual quota for each qualified investor is RMB 1 million.

Southbound connect

For Hong Kong and Macao residents

Eligible customers can open a dedicated investment account in Mainland China banks and remit funds through a closed-loop system to purchase eligible investment products sold by banks in Mainland China. The individual quota for each qualified investor is RMB 1 million.

Northbound connect

Why partner with DBS for your Wealth Management Connect journey

Best of Investment Choices
Intelligent Digital Journeys
Exceptional Customer Service

DBS and PSBC
Your partners for success in the Greater Bay Area

To bring you a first-rate experience, we’ve partnered with PSBC and DBS China in the GBA WMC Southbound Scheme. These partnerships let us deliver seamless service to help you explore opportunities between the Mainland and Hong Kong.
You can choose either one of our Mainland partners banks to open the Wealth Management Connect Account

Learn more about PSBC    Learn more about DBS China

How to sign up for Wealth Management Connect

Southbound customer eligibility

  • 1

    Have full capacity for civil conduct

  • 2

    Being residents registered in the GBA cities, or with record of social security contribution or individual income tax payment in the GBA cities for 5 consecutive years

  • 3

    With 2 or more years of investment experience and net month-end household financial assets of RMB 1 million or more over the past 3 months, or month-end household financial assets of RMB 2 million or more over the past 3 months

  • 4

    As assessed by the Bank of Hong Kong as not belonging to a vulnerable customer

  • Document required:
    1. People's Republic of China Resident Identity Card
    2. Passport or Exit-Entry Permit for Travelling to and from Hong Kong and Macao
    3. Valid residential address proof
  • Visit our partner bank in China and download our mobile APP (DBS digibank HK) , submit the application by attestation or
  • Visit DBS HK branch to apply

Partner Bank in China provide Wealth Management Connect Scheme service

  • Postal Savings Bank of China
  • DBS

How Wealth Management Connect can benefit you

Diversify your portfolio and grow your wealth with DBS Hong Kong’s wide range of eligible Wealth Management Connect products with different risk ratings.