(Promotion period: 1 October 2024 to 31 December 2024)
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$500 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$20,900 cash reward:
Designated Investment Assets | Designated Investment Product Balance | Cash Reward (HK$) |
|---|---|---|
Equity Linked Products | 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$5,000,000 | HK$13,500 | |
| HK$5,000,001 or above | HK$20,900 |
3. Wealth Management Accounts & Financial Needs Analysis 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 Period3 as stated in the table below, will be entitled to HK$300 cash reward:
Joining Date | Counting Period |
|---|---|
1-31 Oct 2024 | by 30 Nov 2024 |
1-30 Nov 2024 | by 31 Dec 2024 |
1-31 Dec 2024 | by 31 Jan 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 | Up to HK$20,000 |
- "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.
- “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 Oct 2024
7th day of Joining Date – 31 Dec 2024
1-30 Nov 2024
7th day of Joining Date – 31 Jan 2025
1-31 Dec 2024
7th day of Joining Date – 28 Feb 2025
- Joining Date and Investment Reward Counting Period (as shown in the table below):
Joining Date
Investment Reward Counting Period
1-31 Oct 2024
Oct 2024 – Dec 2024
1-30 Nov 2024
Nov 2024 – Jan 2025
1-31 Dec 2024
Dec 2024 – Feb 2025
- Customer who had transferred out any Securities from 1 Apr 2024 to 30 Sep 2024 will not be eligible for this Offer. If Customer transfers out any Securities (in scrip or scripless) from the Bank on or before 30 Apr 2025, the Customer will not be entitled to any cash reward under the Securities Transfer-in Offers.
- 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
Counting Period
1-31 Oct 2024
Oct 2024 – Dec 2024
1-30 Nov 2024
Nov 2024 – Jan 2025
1-31 Dec 2024
Dec 2024 – Feb 2025
- 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)
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 |
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 i) from 1 Apr 2024 to 30 Sep 2024 or ii) before 30 Apr 2025 will not be eligible for this Offer |
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 Oct 2024 | On or before 28 Feb 2025 |
1-30 Nov 2024 | On or before 31 Mar 2025 |
1-31 Dec 2024 | On or before 30 Apr 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 30 April 2025.
- 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)
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 Oct 2023 to 30 Sep 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 Oct 2023 to 30 Sep 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 Oct 2023 to 30 Sep 2024 |
Paper Gold | Conduct Paper Gold transaction (Buy or sell Paper Gold) | Customers with no buy or sell order of Paper Gold during 1 Oct 2023 to 30 Sep 2024 |
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 i) from 1 Apr 2024 to 30 Sep 2024 or ii) before 30 Apr 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 i) from 1 Apr 2024 to 30 Sep 2024 or ii) before 30 Apr 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 i) from 1 Apr 2024 to 30 Sep 2024 or ii) before 30 Apr 2025 will not be eligible for this Offer |
All cash rewards will be credited to the New Customer’s HKD current account1 with the Bank on or before 30 April 2025.
- 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.