At EBSI Wealth, we are committed to helping you seize wealth growth opportunities across diverse sectors, including investment potential of other currencies resulting from the weakening of the US dollar.
Consolidate your assets with EBSI Wealth now and enjoy up to HK$90,000 "Sky High" Rewards. This promotion is valid till December 31, 2024.
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Enrollment lasts till : January 31, 2025
| Amount of New Funds (HK$ or equivalent) |
Reward (HK$) |
|---|---|
| $1,000,000 or above | $3,800 |
| $500,000 – below $1,000,000 | $1,800 |
| $100,000 - below $500,000 | $500 |
| Amount of New Funds (HK$ or equivalent) |
Reward (HK$) |
|
|---|---|---|
| $1,000,000 or above | $3,800 | |
| $500,000 – below $1,000,000 | $1,800 | |
| $100,000 - below $500,000 | $500 |
| Aggregate amount of taken up Designated Wealth Management Products / Aggregate subscription amount of Designated Wealth Management Products with foreign currencies (HK$ or equivalent) |
Cash Reward of Designated Wealth Management Products Take-up (HK$) |
Extra 25% bonus of Wealth Management Products Take-up Reward for subscription with foreign currencies (HK$ or equivalent) |
|---|---|---|
| $30,000,000 or above | $60,000 | $15,000 |
| $20,000,000 – below $30,000,000 | $40,000 | $10,000 |
| $10,000,000 – below $20,000,000 | $20,000 | $5,000 |
| $5,000,000 – below $10,000,000 | $10,000 | $2,500 |
| $1,000,000 – below $5,000,000 | $2,000 | $500 |
| $500,000 – below $1,000,000 | $1,000 | $250 |
| Amount of New Funds deposited by the Referee (HK$ or equivalent) |
Reward for the Referrer (HK$) |
|---|---|
| $1,000,000 or above | $3,800 |
| $500,000 – below $1,000,000 | $1,800 |
| $100,000 – below $500,000 | $500 |
| Amount of New Funds (HK$ or equivalent) |
Cash Reward (HK$) |
|---|---|
| $100,000 - below $500,000 | $500 |
| $500,000 – below $1,000,000 | $1,800 |
| $1,000,000 or above | $3,800 |
| Sep 1 – Dec 31, 2024 (the Program Period) |
Jan – Mar, 2025 | Base to ascertain final amount of delights to be credited in Mar 2025 |
Transfer-in Delight Entitlement to be credited in Mar 2025 |
|
|---|---|---|---|---|
| Aggregate Transfer-in Net Value | Transfer-out of any portfolio | Adjusted value of Transfer-in Net Value | ||
| Mutual Funds | $10,000,000 | － | $4,000,000 (i.e., $10,000,000 - net cash outflow $6,000,000) |
$10,000 |
| Stocks | $3,000,000 | － | $3,000,000 | $3,000 |
| Cash | $15,000,000 | ($21,000,000) | － | － |
| Total: | $28,000,000 | ($21,000,000) |
$7,000,000 (Remark: This is a case when the Portfolio Reference Value is less than the Aggregate Transfer-in Net Value) |
$13,000 |
| Aggregate amount of taken up Designated Wealth Management Products / Aggregate subscription amount of Designated Wealth Management Products with foreign currencies (HK$ or equivalent) |
Cash Reward of Designated Wealth Management Products Take-up (HK$) |
Extra 25% bonus of Wealth Management Products Take-up Reward for subscription with foreign currencies (HK$ or equivalent) |
|---|---|---|
| $500,000 – below $1,000,000 | $1,000 | $250 |
| $1,000,000 – below $5,000,000 | $2,000 | $500 |
| $5,000,000 – below $10,000,000 | $10,000 | $2,500 |
| $10,000,000 – below $20,000,000 | $20,000 | $5,000 |
| $20,000,000 – below $30,000,000 | $40,000 | $10,000 |
| $30,000,000 or above | $60,000 | $15,000 |
| September 1 – December 31, 2024 (Promotion Period) | Aggregate amount of taken up Designated Wealth Management Products (HK$ or equivalent) |
Cash Reward (HK$) |
Note |
|---|---|---|---|
| Aggregate subscription amount of Designated Wealth Management Products | $15,000,000 | $20,000 | |
| Aggregate subscription amount of Designated Wealth Management Products with foreign currencies purchased (excluding HKD, RMB and USD) through EBSI Foreign Exchange Services | $5,000,000 | $2,500 | Reward amount of $10,000 multiplied by 25% based on the cumulative subscription amount of $5,000,000 |
| Total Amount of Cash Reward (HKS) | $22,500 | ||
| Amount of New Funds deposited by the Referee (HK$ or equivalent) |
Cash Reward for the Referrer (HK$) |
|---|---|
| $100,000 – below $500,000 | $500 |
| $500,000 – below $1,000,000 | $1,800 |
| $1,000,000 or above | $3,800 |
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.
Everbright Securities International and/or its affiliates make no express or implied statement and do not guarantee the accuracy, completeness, or reliability of any information contained in this document. The information contained in this document may be changed due to changes in the reports, information, or data on which it is based. Everbright Securities International assumes no obligation to update the document or to notify of any modification to 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.
Now you can even enjoy up to HK$3,800 Client Referral Reward by referring your relatives and friends to open accounts with EBSI Wealth.
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