I. DBS Treasures Welcome Offers (New Customers)
II. Wealth Management Offers (Existing Customers)
I. DBS Treasures Welcome Offers (New Customers)
(Promotion period: 1 January 2025 to 31 March 2025)

1. Investment Product Take Up Reward:

New customer1 who meets the Basic Requirement2 and completes any one transaction in the Eligible Product Transaction Category within the Investment Reward Counting Period3 will be entitled to HK$800 cash reward:


Eligible Product Transaction Category

Securities / Investment Funds / Foreign Exchange

 

2. Investment Product Balance Reward:

New customer1 who meets the Basic Requirement2 and maintains the Designated Investment Product Balance as shown in the table below in his/her Wealth Management Accounts with the Bank on the last date of the Investment Reward Counting Period3, will be entitled up to HK$22,500 cash reward:


Designated Investment Assets

Designated Investment Product Balance

Cash Reward (HK$)

Equity Linked Products
(i.e. equity linked investments and/or equity linked notes)
Investment Funds, and Bonds

HK$200,000 – HK$500,000

HK$800

HK$500,001 – HK$1,000,000

HK$2,000

HK$1,000,001 – HK$3,000,000

HK$4,500

HK$3,000,001 – HK$5,000,000HK$13,500
HK$5,000,001 or aboveHK$22,500

 

3. Wealth Management Accounts Reward:

New customer1 who successfully joins DBS Treasures and applies for his/her Wealth Management Accounts and completes the Bank’s Financial Needs Analysis within the Counting Period as stated in the table below, will be entitled to HK$300 cash reward:

Joining Date

Counting Period

1-31 Jan 2025

by 28 Feb 2025

1-28 Feb 2025

by 31 Mar 2025

1-31 Mar 2025

by 30 Apr 2025

 

4. Securities Transfer-in Offers4:

New customer1 who transfer in eligible Securities during Counting Period5 can enjoy the following Cash Reward:

Transfer-in Amount6 & Cash Reward

Max. Cash Reward

Securities Transfer-in Offer
HK$400 cash reward for every aggregate HK$200,000 (or equivalent) of Securities transfer-in from any other financial institution(s) (in scripless) to DBS Wealth Management Account

Up to HK$20,000

 

 

Note:

  1. "New Customer” means an individual customer with DBS Bank (Hong Kong) Limited who successfully completes the Personal Account Opening Form or submits the account opening application online via DBS digibank HK app or at the designated website link go.dbs.com/hk-daotc-en and successfully becomes a new DBS Treasures customer during the Promotion Period.
  2. “Basic Requirement” means New Customer is required to maintain monthly Total Relationship Balance in the amount of HK$1,000,000 or above (or its equivalent in foreign currency(ies)) for the applicable Funds Counting Period as set out in the table below (“Funds Counting Period”):

    Joining Date

    Funds Counting Period

    1-31 Jan 2025

    7th day of Joining Date – 31 Mar 2025

    1-28 Feb 2025

    7th day of Joining Date – 30 Apr 2025

    1-31 Mar 2025

    7th day of Joining Date – 31 May 2025

  3. Joining Date and Investment Reward Counting Period (as shown in the table below):

    Joining Date

    Investment Reward Counting Period

    1-31 Jan 2025

    Jan 2025 – Mar 2025

    1-28 Feb 2025

    Feb 2025 – Apr 2025

    1-31 Mar 2025

    Mar 2025 – May 2025

  4. If Customer transfers out any Securities (in scrip or scripless) from the Bank on or before 31 July 2025, the Customer will not be entitled to any cash reward under the Securities Transfer-in Offers.
  5. New Customer must successfully submit the transfer-in application to the Bank and complete the relevant transfer-in during the applicable Counting Period as set out in the table below:

    Joining Date

    Investment Reward Counting Period

    1-31 Jan 2025

    Jan 2025 – Mar 2025

    1-28 Feb 2025

    Feb 2025 – Apr 2025

    1-31 Mar 2025

    Mar 2025 – May 2025

  6. To calculate the amount of eligible Securities transferred into the Bank, the Bank will convert all transactions to Hong Kong Dollars at the Bank’s determined exchange rate. The transfer-in amount of eligible Securities will be calculated based on the marked-to-market value on the last trade day of the month in which the transaction is executed. The calculation decision of the Bank is final.

I. DBS Treasures Welcome Offer (New Customers)

What kinds of transactions and customers are eligible to Investment Product Take Up Reward?

Category

Eligible Transaction

Eligible Customers

Securities

Buy or sell transaction of securities in a single transaction amount of HK$10,000 or above (or equivalent) via Wealth Management Account

Customer who successfully completes the Personal Account Opening Form or submits the account opening application online via DBS digibank HK app or at the designated website link go.dbs.com/hk-daotc-en and successfully becomes a new DBS Treasures customer during the Promotion Period.

Investment Funds

Lump sum subscription or switching (only for transaction with minimum subscription fee of 1.2% or switching fee of 1%) of Investment Funds in a single transaction amount of HK$10,000 or above (or equivalent) via Wealth Management Account

Foreign Exchange (“FX”)

FX transactions (excluding USD to HKD exchange transactions and vice versa) in a single transaction amount of HK$200,000 or above (or equivalent) via Wealth Management Account

What kinds of transfer-in are eligible to the Transfer-in Offer?

Category

Eligible Transfer-in

Important Notes

Securities

Securities transfer-in from any other financial institution(s) (in scripless) to Wealth Management Account in the bank

Customer who had transferred out any Securities on or before 31 Jul 2025 will not be eligible for this Offer

When will the reward be credited to the customer’s account?

1. Investment Product Take Up Reward, Investment Product Balance Reward & Financial Needs Analysis Reward:
All cash rewards will be credited to the New Customer’s HKD current account1 by the corresponding Fulfilment Date as set out in the table:

Joining Date

Fulfilment Date

1-31 Jan 2025

On or before 31 May 2025

1-28 Feb 2025

On or before 30 Jun 2025

1-31 Mar 2025

On or before 31 Jul 2025


2. Securities Transfer-in Offer:
All cash rewards will be credited to the New Customer’s HKD current account1 with the Bank on or before 31 July 2025.

 

Note:
  1. If the Customer does not have any HKD current account with the Bank at the time the cash reward is given, cash reward will be credited to the Customer’s HKD savings account with the Bank or such other account as the Bank deems appropriate.

II. Wealth Management Offers (Existing Customers)

What kinds of transactions and customers are eligible to Investment Transaction Offers?
 

Category

Eligible Transaction

Eligible Customers

Equity Linked Products (“ELP”)

Subscription of ELP (i.e. equity linked investments and/or equity linked notes)

Customers with no subscription of ELP during 1 Jan 2024 to 31 Dec 2024

Bonds

Buy Bonds (excluding any Retail Bonds, initial public offering and Certificates of Deposit (“CDs”)) 

Customers with no buy order of Bonds (excluding any initial public offering) during 1 Jan 2024 to 31 Dec 2024

Investment Funds

Lump sum subscription or switching (only for transaction with minimum subscription fee of 1.2% or switching fee of 1%) of Investment Funds

Customers with no lump sum subscription or switching of Investment Funds during 1 Jan 2024 to 31 Dec 2024

Paper Gold

Conduct Paper Gold transaction (Buy or sell Paper Gold)

Customers with no buy or sell order of Paper Gold during 1 Jan 2024 to 31 Dec 2024
What kinds of transfer-in are eligible to the Transfer-in Offer?

Category

Eligible Transfer-in

Important Notes

Investment Fund

Investment Funds transfers in from any other financial institution(s) to the bank

Customer who had transferred out any Investment Funds from 1 Jul 2024 to 31 Jul 2025 will not be eligible for this Offer

Securities

Securities transfer-in from any other financial institution(s) (in scripless) to Wealth Management Account in the bank

Customer who had transferred out any Securities from 1 Jul 2024 to 31 Jul 2025 will not be eligible for this Offer

Bonds

Bonds transfers in from any other financial institution(s) to Wealth Management Account in the bank

Customer who had transferred out any Bonds from 1 Jul 2024 to 31 Jul 2025 will not be eligible for this Offer

 
When will the reward be credited to the customer’s account?

All cash rewards will be credited to the New Customer’s HKD current account1 with the Bank on or before 31 July 2025.


Note:
  1. If the Customer does not have any HKD current account with the Bank at the time the cash reward is given, cash reward will be credited to the Customer’s HKD savings account with the Bank or such other account as the Bank deems appropriate.

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