Cross-boundary WMC – eligible investment products under the Northbound Scheme

Eligible investment products under the Northbound Scheme include:

• Public fixed income wealth management products and equity wealth management products issued by Mainland wealth management firms (including Mainland banks’ subsidiary wealth management firms and joint ventures between Mainland banks and foreign partners) and being assessed by the issuers and Mainland distributing banks as products with risk rating of “R1” to “R3” (excluding wealth management products for the purpose of cash management);
• Public securities investment funds (excluding listed funds) being assessed by Mainland public fund managers and Mainland distributing banks as products with risk rating of “R1” to “R3”.

For details of investment products offered by individual banks, please contact the relevant participating banks.

Learn more:
Mainland wealth management products: Chinawealth website (available in Chinese only)
Mainland fund products: “Electronic Information Disclosure” platform of the China Securities Regulatory Commission (“CSRC”) (available in Chinese only)