It’s time for strategic rebalancing of your investment portfolios in this fast-changing market where opportunities are constantly on the rise! From now until June 30, 2023, you can enjoy up to HK$88,000 "Sky High" Portfolio Management Rewards by consolidating your assets into EBSI Wealth! You can also enjoy Client Referral Reward for referring your relatives and friends to join EBSI Wealth. 

Enrollment starts from Apr 1, 2023

Please contact your designated Wealth Manager or call our Customer Service Hotline for details:

+852 2822 5001 (Hong Kong) / +853 6262 5028 (Macau) / +86 40011 95525 (Mainland)  

Terms and conditions apply.

Remarks:

1.Designated wealth management products include mutual funds, bonds, equity-linked notes/equity-linked investments/other notes, accumulator/decumulator.

2.Transfer-in bonds are subject to a minimum of HK$5 million of value.

3.The Client Referral Reward Program only allows referrals of the Client’s friends and relatives resident in Hong Kong. During the Promotion Period, clients will be eligible for Client Referral Reward up to a maximum of 10 referrals.

Investments involve risk. Please refer to the relevant Risk Disclosure Statements. Before making any investment decisions, investors should carefully consider their own circumstances, risk tolerance level, investment experience and investment objectives. Investors should not base any of their investment decisions on the benefits of the Offers alone. If investors are in doubt, they should seek independent professional advice.

Terms and Conditions

General Terms and Conditions

1. “Sky High” Portfolio Management Rewards Promotion (“Offer”) is valid from March 1, 2023 to June 30, 2023, both dates inclusive (“Program Period”).

2. Unless otherwise specified, the Offer is applicable to existing clients of Everbright Securities Investment Services (HK) Limited (“EBSISHK”) and China Everbright Securities (HK) Limited (“CESHK”) and/or new clients of EBSISHK (defined in Clause 3) (collectively “Clients” or “the Client”). Both EBSISHK and CESHK are wholly-owned subsidiaries of China Everbright Securities International Company Limited (“CEBSI”). All these companies are collectively referred to as “Everbright Securities International” (“EBSI”). EBSI Wealth is an Everbright Securities International brand.

3. New clients (“New Clients”) refer to those who fulfilled the following conditions: (i) did not maintain any individual or joint trading accounts with EBSI from March 1, 2022 to February 28, 2023 (both dates inclusive); and (ii) successfully opened an individual or joint trading account of EBSISHK during the Program Period.

4. The Offer is not applicable to corporate and institutional clients, staff, and agents of EBSI.

5. The Client must complete the enrollment form for participating in the Promotion via EBSI’s website www.ebshkfg.com within the Program Period in order to be eligible for the Offer.

6. The Client must still be an EBSI client and has fulfilled all of the terms and conditions in respect of the Offer at the time when the Reward is credited into the trading account with EBSI in September 2023.

7. EBSI reserves the right to change these terms and conditions at any time. EBSI has the absolute discretion to suspend, modify or withdraw this Offer at any time without prior notice.

8. All terms and conditions provided herein are subject to and construed in accordance with the laws of the Hong Kong Special Administrative Region.

9. All relevant account and transaction information are subject to the records of EBSI.

10. In case of any dispute, EBSI reserves the right to make the final decision.

11. In case of conflict or inconsistency between the English and Chinese versions of these terms and conditions, the English version shall prevail.

Account Opening Reward – Applicable to New Clients only

12. The Account Opening Reward, i.e. HK$200 Cash Reward, is only applicable to New Client (as defined in Clause 3) who successfully opened a trading account with EBSISHK with funds in any amount transferred to the EBSISHK account within the Program Period.

13. Each New Client is only entitled to the Account Opening Reward once within the Program Period.

New Funds Reward – Applicable to New Clients only

14. “New Funds” are defined as cash deposits to the New Client’s trading account maintained with EBSISHK during the Program Period as per EBSI’s records. New Funds exclude cash from sale proceeds of existing portfolio, cash transferred among same name or joint accounts maintained with relevant licensed corporations of EBSI, and cash deposits into account(s) of stock options or accumulator and decumulator.

15. The New Funds Reward is only applicable to New Clients who deposited the required New Funds specified in below table with at least one transaction made under EBSISHK during the Program Period.

16. New Funds deposited into a joint account shall be attributed, for the purpose of the Offer, to the primary account holder under joint trading account.

17. Each New Client can only enjoy the New Funds Reward once within the Program Period.

18. The amount of New Funds should be maintained in the New Client’s total portfolio during the Program Period and until the New Funds Reward is credited to the New Client’s trading account with EBSI in September 2023.

Transfer-in Delight

19. Cash reward of HK$100 for every incremental amount of HK$100,000 or equivalent of the value of the transfer-in stocks/bonds during the Program Period is offered. Transfer-in bonds are subject to a minimum of HK$5 million of value. The maximum amount of cash reward for stocks and/or bonds is capped at HK$5,300.

20. Cash reward of HK$250 for every incremental amount of HK$100,000 or equivalent of the value of the transfer-in mutual funds during the Program Period is offered, with the maximum amount of cash reward capped at HK$20,000.

21. The maximum aggregate amount of cash reward for each Client entitled under the Transfer-in Delight is capped at HK$25,300.

22. Cash reward of Transfer-in Delight of Stock, Bond or Mutual Funds will be determined based on the aggregate amount (“Aggregate Transfer-in Net Value”) of the respective transfer-in net value (“Transfer-in Net Value”), which is equivalent to the transfer-in value of the relevant product minus the transfer-out value of the relevant product, during the Program Period.

23. In case the amount of Portfolio Reference Value (defined as Aggregate Transfer-in Net Value plus net cash movement) is less than the Aggregate Transfer-in Net Value (as defined in Clause 22), say, due to cash withdrawal, when the Transfer-in Delight is credited by September 2023 as mentioned in Clause 27 below, such a shortfall amount shall be deducted from the transfer-in amount eligible for the Transfer-in Delight of stocks, bonds or mutual funds in the following sequence: (1) mutual funds (2) stocks (3) bonds.

 Illustration (Amount in Hong Kong Dollars) :

24. Transfer-in Delight is based on the value (“Value”) of the transferred-in asset as captured and reflected in the system of EBSI on the relevant date of transfer-in. If the Value involves foreign currency, the exchange rate will be determined at the sole discretion of EBSI using the EBSI referenced exchange rate of the day. All disputes are subject to the final decision of EBSI.

25. The transfer-in activities in a joint account will, for the purpose of calculating the Transfer-in Delight, be attributed to the primary account holder of the relevant joint account.

26. The transfer-in products must be currently available for distribution by EBSI.

27. The amount of Portfolio Reference Value (including the Transfer-in Net Value of Stocks/ Bonds/ Mutual Funds individually) should be maintained in the Client’s portfolio during the Program Period and until the Transfer-in Delight is credited directly to the Client’s trading account with EBSI in one aggregate total in September 2023.

Wealth Management Products Take-up Reward

28. To be eligible for the Wealth Management Products Take-up Reward, Clients must take up (i.e., purchase or subscribe) Designated Wealth Management Products (as defined in Clause 29) successfully with New Funds (New Funds for New Clients are defined in Clause 14 while New Funds for Existing Clients are defined in Clause 30) within the Program Period as specified in below table.

29. Designated wealth management products include mutual funds, bonds, equity-linked notes/equity-linked investments/other notes, accumulator/decumulator (“Designated Wealth Management Products”).

30. “New Funds for Existing Clients” are defined as the net value of cash deposits, equivalent to the cash deposited into the Existing Client’s trading account maintained with EBSISHK or CESHK, minus the cash transferred out during the Program Period as per EBSI’s records. New Funds exclude cash from sale proceeds of existing portfolio, cash transferred among same name or joint accounts maintained with relevant licensed corporations of EBSI, and cash deposits into account(s) of stock options or accumulator and decumulator.

31. Each Client can only enjoy the Wealth Management Products Take-up Reward once within the Program Period.

Client Referral Reward

32. The Client Referral Reward Program does not allow referrals of the Client’s friends and relatives resident in territories outside Hong Kong.

33. During the Program Period, Clients will be eligible for reward upon each successful referral ("Referral Reward") of a new client (“Referee”) according to below table, up to a maximum of 10 referrals.

34. The Referee must fulfill the requirements of New Clients as defined in Clause 3 above.

35. The Referee must be a holder of a valid Hong Kong Identity Card.

36. The Referrer must be an Existing Client.

37. The Referrer undertakes to conduct his or her referral activities in such a manner that any and all such activities shall comply with all applicable laws including but not limited to the Securities and Futures Ordinance. In particular, the Referrer shall not conduct any referral activities outside the territory of Hong Kong.

38. In conducting any referral activity, it is the responsibility of the Referrer to comply with all applicable laws. The Referrer agrees to indemnify EBSI for any and all of EBSI’s losses if Referrer fails to comply with all applicable laws when making any such referral.

39. Each Referee can only be referred by one Referrer.

40. Referrers cannot refer themselves to become New Clients. Referrers and Referees cannot refer each other to become a New Client.

41. The Referrer's entitlement to the Referral Reward will be subject to the EBSI's confirmation on the Referee's fulfillment of the New Funds Reward requirements.

42. The Referral Reward will be credited directly to the Referrer’s relevant trading account with EBSI in September 2023.

The above information is for reference only and does not constitute any investment advice.

Investments involve risk. Please refer to the relevant Risk Disclosure Statements, such as those attached to EBSISHK’s Client Agreement and Schedules. Before making any investment decisions, investors should carefully consider their own circumstances, risk tolerance level, investment experience and investment objectives. Investors should not base any of their investment decisions on the benefits of the Offer alone. If investors are in doubt, they should seek independent professional advice.

General Disclaimer:

This document is based on information available to the public. The information and opinions contained herein are for investors’ reference only and do not constitute investment advice, investment consulting and financial or legal advice for anyone. Nothing in this document shall be considered as an invitation, recommendation, guarantee or publicity to subscribe/purchase/sell securities or other financial instruments. Investors shall take the risk of their own investment based directly or indirectly on this document. Regardless of whether the document has been directly or indirectly referred to, Everbright Securities International and/or its affiliates shall not be liable or held liable for any direct or indirect losses or consequences caused by usage of the content of the document.

This disclaimer applies in all situations. When jointly used with other written information or verbal introduction, this document is completely independent of other written information or verbal introduction regardless of the specific usage of scenario or method. The quality of other written document or verbal presentation does not cause this disclaimer to be inapplicable.

EBSI shall not be liable or responsible in any way whatsoever for any referral activity made by a client that does not comply with all applicable laws.