Exclusive Offers for
Wealth Management Connect - Southbound

Our mission is to help you achieve greater prosperity. For a limited time, new DBS customers can enjoy these welcome offers. Existing Wealth Management Connect (WMC) customers can also enjoy multiple exclusive offers. Action Now!

New Funds Offer – 1 September 2024 to 30 September 2024
New Funds Offer – 1 November 2024 to 30 November 2024

Cash Reward up to HKD10,000 for Eligible New Funds

Eligible New Funds Tier1 New Funds Reward I2 New Funds Reward II3
>= RMB 1,000,000 and < RMB 2,000,000 HKD3,500 HKD5,000
>= RMB 2,000,000 and < RMB 3,000,000 HKD5,000 HKD7,500
>= RMB 3,000,000 HKD7,500 HKD10,000

Remarks:

  1. “Eligible New Funds” refers to the incremental balance comparing the Total Relationship Balance on 30 November 2024 to the Total Relationship Balance on 31 October 2024.
  2. Customers need to maintain Eligible News Funds from 1 December 2024 to 31 May 2025 to be eligible for New Funds Reward I.
  3. Customers need to maintain Eligible News Funds from 1 December 2024 to 31 August 2025 to be eligible for New Funds Reward II and each eligible customer can only enjoy either the New Funds Reward I OR the New Funds Reward II.

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Investment Product Offer – 1 August 2024 to 30 September 2024
Investment Product Offer – 1 October 2024 to 31 December 2024
1) Investment Product Take Up Reward

New Customer who completes any one transaction in the Eligible Product Transaction Category within the Investment Reward Counting Period1 will be entitled to HKD500 Cash Rebate

Eligible Product Transaction Category
I. Eligible Bonds under WMC Southbound Bond purchase in a single transaction amount of HKD500,000 or above (or equivalent) via WMC Southbound Account
II. Eligible Investment Funds under WMC Southbound Lump sum subscription or switching (only for transactions with minimum subscription fee of 1.2% or switching fee of 1%) of investment funds in a single transaction amount of HKD10,000 or above (or equivalent) via WMC Southbound Account
III. Foreign Exchange (“FX”) FX transactions (excluding USD to HKD exchange transactions and vice versa) in a single transaction amount of HKD200,000 or above (or equivalent) via WMC Southbound Account
2) Investment Product Balance Reward

New Customer who maintains the Designated Investment Product Balance2 on the last date of the Investment Reward Counting Period1 will be entitled to a Reward up to HKD4,500.

Designated Investment Product Balance Investment Product Balance Reward
HKD200,000 – HKD500,000 HKD800
HKD500,001 – HKD1,000,000 HKD2,000
HKD1,000,001 – HKD3,000,000 HKD4,500

Remarks:

  1. Investment Reward Counting Period refers to the periods below:
    New Customer Joining Date Investment Reward Counting Period
    1-31 October 2024 October - December 2024
    1-30 November 2024 November 2024 - January 2025
    1-31 December 2024 December 2024 – February 2025
  2. The calculation of “Designated Investment Product Balance” includes eligible Investment Funds and Bonds under WMC Southbound.

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Fund Subscription Fee Offer - 1 July 2024 to 30 September 2024
Fund Subscription Fee Offer - 1 October 2024 to 31 December 2024

Subscribe for funds and enjoy 0% subscription fee (applicable to subscription amounts up to HKD200,000)

Investment Fund Category Annualised Yield up to
China Asset Allocation Fund (in RMB, USD and HKD) 10.9%
Asian Bond Fund (in RMB, USD and HKD) 7.2%
Asian Asset Allocation Fund (in RMB, USD, HKD and AUD) 5.8%
Asian Equity Fund (in RMB, USD, HKD, AUD, NZD, CAD and GBP) 7.0%
Global Asset Allocation Fund (in RMB, USD, HKD, AUD, JPY and CHF) 7.1%
Global Bond Fund (in RMB, USD and HKD) 7.5%
There are also equity funds for the Greater China, Japan and technology sector with a variety of currencies and 1-year return up to 29%  
The above data is as of 31 July 2024, provided by Morningstar. Past performance information is not indicative of future performance. The Fund may in its discretion determine to pay such distributions from capital including realised and unrealised capital gains. Any payments of distributions by the Fund may result in an immediate decrease in the net asset value per unit. Also, a positive distribution yield does not imply a positive return on the total investment.

Learn more about investment funds

Foreign exchange and investment involve risks. Terms and Conditions apply. Please contact us for details.

Foreign Exchange and 1-week Time Deposit Offer – 1 September 2024 to 30 September 2024
Foreign Exchange and 1-week Time Deposit Offer – 1 November 2024 to 30 November 2024

Preferential interest rate up to 15% p.a. for a 1-week time deposit

Currency 1-week Time Deposit Rate (p.a.)
AUD 15.00%
GBP 15.00%
NZD 15.00%
CAD 7.00%
RMB 5.50%
USD 7.00%

A Customer who fulfils the following requirements is eligible for the preferential interest rate for a 1-week time deposit as listed in above table:

  1. successfully completes an eligible foreign currency exchange transaction (“Eligible FX”) with a single transaction of HKD300,000 to HKD7,500,000 (or equivalent in foreign currencies) through any branch of the Bank (Eligible FX means from HKD or any foreign currency to AUD, NZD, GBP, RMB or CAD; or from any foreign currency (HKD is not included) to USD);
  2. sets up a 1-week time deposit in the corresponding currency AUD, NZD, GBP, RMB, CAD or USD with the same amount of the Eligible FX via any branch of the Bank (using designated promotion code “FXTD”) at the same time; and
  3. Wealth Management Connect Southbound customer who has conducted any foreign currency exchange transaction from 1 April to 30 September 2024 is not eligible for the Promotion.

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For enquiry or make appointment
Welcome to contact DBS Treasures GBA Engagement Team