Investing as a Professional Investor

Benefits of being a Professional InvestorDBS Treasures clients holding the Professional Investor status enjoy privileged access to a wider universe of sophisticated investments opportunities beyond retail offerings, including:

Broader & tailored product access –Enhanced range of underlying assets for Equity Linked Notes, such as commodities, Virtual Assets Exchange-Traded products, global equities other than US/HK (e.g. JP/AU/UK).

Exclusive fixed income opportunities – Bonds with specialised features including loss absorption or higher-yield structures.

Alternative fund spectrum – Assess to institutional-class investment funds across hedge funds, private equity funds, and DBS flagship strategies.

What does it take to be a Professional Investor?You can be a Professional Investor if you have a portfolio of HKD 8 million or equivalent in any foreign currency made up of:

Investments (including equities, fixed income, investment funds, structured products and more) based on market value

Cash or cash equivalent deposits

To understand more, contact your DBS Treasures Relationship Manager or visit any of our branches.

How to be a Professional Investor?

For existing DBS Treasures customers, please contact your Relationship Manager or visit any of our branches for assistance.

For new DBS Treasures customers, please make an appointment to open a DBS Treasures account.

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Risk DisclosuresThe information shown in this content is neither a recommendation, an offer, nor a solicitation for any investment product or service. Investment involves risk. You should carefully consider whether any investment product or service mentioned herein is appropriate for you in view of your personal circumstances. The price of investment products may move up or down. Losses may be incurred as well as profits made as a result of buying and selling investment products.

A customer's PI status is subject to the Bank's validation on the customer's portfolio of securities and money. Investing in financial products and services is subject to eligibility and suitability criteria.

Structured products are investment products involving derivatives, and Bonds / Certificates of Deposit are investment products and some of them may involve derivates (collectively "the Products”).

The Product is unlisted and no early uplift, early withdrawal or early termination by investors is permitted. The investor has to maintain the Product with the Bank up to the Maturity Date. The investment is subject to the credit and insolvency risks of the issuer. Investing in the Product is not the same as investing in its reference assets.

Foreign exchange involves risks. Customers should note that foreign exchange may incur loss due to the fluctuation of exchange rate.

RMB currently may not be freely convertible and is subject to exchange controls and restrictions. There is no guarantee that RMB will not depreciate. If you convert Hong Kong Dollar or any other currency into RMB so as to invest in a RMB product and subsequently convert the RMB sale proceeds back into Hong Kong Dollar or any other currency, you may suffer a loss if RMB depreciates against Hong Kong Dollar or other currency.

The Product is not principal protected, customer could lose the entire principal amount in the worst case scenario. The Product carries risks not normally associated with ordinary bank deposits, and is NOT equivalent to a time deposit. You should therefore not treat the Product as a substitute for ordinary savings or time deposits. The Product is NOT a protected deposit and is NOT protected by the Deposit Protection Scheme in Hong Kong.

Investing in Virtual Asset (VA) and VA-related products involves risks. VA are high risk investment. Trading in VA-related products is subject to the general risks associated with VA. These risks could result in substantial financial loss in transactions involving VA and VA-related products. In worst case scenario, you may lose your entire investment. The general risks associated with VA and VA-related products could include that the price of new type assets may fluctuate, sometimes dramatically. Their price may move up or down, and may become valueless. It is likely that losses will be incurred rather than profit made as a result of buying and selling VA and VA-related products.

Funds are investment products. The investment decision is yours but you should not invest in the investment products unless DBS Bank (Hong Kong) Limited (星展銀行(香港)有限公司) (“the Bank”) who sells the investment products to you has explained to you that the investment products is suitable for you having regard to your financial situation, investment experience and investment objectives.

Investment involves risks. It does not constitute any offer or solicitation of offer to subscribe, transact or redeem any investment product. Past performances are not indicative of future performances. You should carefully read the product offering documentation, the account terms and conditions and the product terms and conditions for detailed product information and risk factors prior to making any investment. If you have any doubt on this material or any product offering documentation, you should seek independent professional advice.

Investing as a Professional Investor

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