香港证监会公布跨境理财通优化措施 促进参与机构与客户互动

Group 1 - The Hong Kong Securities and Futures Commission announced new optimization measures for the Cross-Border Wealth Management Connect pilot scheme to enhance communication between licensed institutions and their clients [1] - Licensed institutions can now obtain a one-time written consent from Southbound clients not located in Hong Kong, valid for up to one year, to explain product information based on client needs and selected product types [1] - Mainland partner brokers within the same corporate group as the licensed institutions can arrange online three-way dialogues at the request of Southbound clients, allowing institutions to explain product information [1] Group 2 - After obtaining one-time written consent from Southbound clients, licensed institutions can provide individual investment product research reports prepared by partner brokers [1] - The aforementioned arrangements also apply to the Northbound Connect [1]