The financial market of the South China Greater Bay Area Concept has welcomed a historic moment of connectivity — at the beginning of December, the "Cross-Border Wealth Management Connect" 2.0 pilot officially launched.

Since the official opening of the Cross-Border Wealth Management Connect in 2021, it has received widespread attention from the market. The previous version 1.0 mainly operated through commercial banks, while the upgrade to version 2.0 expands the scope of business to Brokerage, providing investors with a more diversified investment channel. This change not only meets investors' demand for a richer variety of investment products but also brings new development opportunities for Brokerages.

GUOTAI JUNAN I has become one of the first pilot Brokerages.

In November, the People's Bank of China Guangdong Branch, Shenzhen Branch, and the China Securities Regulatory Commission Guangdong Regulatory Bureau, Shenzhen Regulatory Bureau, and Hong Kong Securities and Futures Commission respectively released the list of the first batch of participating "Cross-Border Wealth Management Connect" domestic and foreign brokerage pilot firms, which includes GUOTAI JUNAN I and its parent company GUOTAI JUNAN Securities.

GUOTAI JUNAN I's successful entry into the first batch of pilot lists reflects its adherence to compliant operation, strict risk control, and stable development style, which has been recognized by regulatory authorities.

As a veteran financial institution deeply rooted in Hong Kong for 30 years, GUOTAI JUNAN I is not only the first China-funded Brokerage approved by the China Securities Regulatory Commission to be listed on the Main Board of the Stock Exchange but also a pioneer in the cross-border financial service sector. The company not only inherits the strong background and rich resources of its parent company GUOTAI JUNAN Securities but also continuously expands and deepens its business in Hong Kong and the Asia-Pacific market. Currently, GUOTAI JUNAN I has developed a global financial service capability, covering multiple fields such as wealth management, institutional investor services, corporate financing services, and investment management, while establishing strong professional team capabilities, a good brand image, and accumulating rich experience in cross-border wealth management service, being a model of diversified and steady development among China-funded Brokerages in Hong Kong.

"Cross-Border Wealth Management Connect" Northernbound Account Opening First Transaction Launched.

On December 4, the Cross-Border Wealth Management Connect 2.0 business officially started, allowing qualified domestic and overseas investors to engage in cross-border investments through "Northernbound" and "Southernbound" investment mechanisms by opening accounts with the pilot Brokerages.

On the occasion of the official launch of the Cross-Border Wealth Management Connect business, GUOTAI JUNAN I welcomed its first "Northbound" customer at midnight. At the same time, its "Junhong Global Connect" APP has added a dedicated section for "Cross-Border Wealth Management Connect," providing detailed Learn content through Short Video and multimedia formats, helping clients quickly grasp knowledge related to the "Cross-Border Wealth Management Connect" and make more precise selections of suitable wealth management products.

"Cross-Border Wealth Management Connect" Southbound selected product pool.

Notably, to provide diversified, ideal ROI, and stable products for Southbound clients who are located in the mainland and intend to invest in overseas products, GUOTAI JUNAN I has adopted prudent and professional selection criteria to build a curated product pool. For example, in terms of funds, the company uses the "GUOTAI JUNAN International Wealth Management Overseas Fund IRR Selection Evaluation Criteria," which focuses on the comprehensive influence of fund companies, fund research capabilities, and fund returns. In selecting Bond products, GUOTAI JUNAN I assesses key Indicators such as Bond complexity, Bond issuers, and guarantor credit ratings to ensure product stability.

After rigorous screening, GUOTAI JUNAN I ultimately selected 70 funds and 150 Bonds for Southbound clients to choose from. The funds and Bonds in this batch have high market recognition and acceptance, with excellent past performance for the funds and good liquidity for the Bonds. The fund products comprehensively cover four major categories: Money Market Fund, Bond Fund, Stock Fund, and Balanced Fund, including 7 Money Market Funds, 32 Bond Funds, 28 Stock Funds, and 3 Balanced Funds, encompassing various asset types and currencies, and spanning different markets, including Global, Asia, Greater China, Hong Kong, and Europe, providing investors with global asset allocation opportunities. The extensive industry distribution is also a major highlight of this batch of new products, helping investors better diversify their investments and reduce risks. The product matrix created by GUOTAI JUNAN I offers rich and diverse investment options for investors. Clients can flexibly choose the investment products that best suit their needs based on market dynamics and personal risk preferences.

Investors familiar with overseas products may have already noticed that overseas Money Market Funds often achieve better performance due to their broad investment scope, efficient liquidity management, and favorable tax policies. For example, based on the fund rankings published by the "Economic Tong etnet" website, we can see that the top ten performing Money Market Funds have all exceeded 5% ROI over the past year; while in the fixed income category, the top ten performing funds have annual returns exceeding 10%, demonstrating the attractiveness of overseas investment products.

Conclusion

The Greater Bay Area economy is flourishing, and the continuous accumulation of residents' wealth has led to a growing demand for cross-border wealth management.

As one of the Brokerage firms with pilot qualifications, GUOTAI JUNAN I can leverage the cross-border wealth management connection mechanism to provide investors with a wider range of investment options and more convenient investment channels, thereby attracting more customers and expanding market share. At the same time, participating in the cross-border wealth management connection helps enhance GUOTAI JUNAN I's cross-border financial service capabilities and brand influence, increasing its visibility and competitiveness in the Global financial market.