ZA Bank Launches Investment Service for Business Clients
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On July 21, ZA Bank officially launched Investment Services for Business Clients, which are specially designed for limited company clients with professional investor qualifications. Relying on ZA Bank’s Business Internet Banking, it provides fund trading services. ZA Bank has also become the first digital bank in Hong Kong to provide investment services for business clients.
ZA Bank continues to expand the financial services landscape of business banking with digital capabilities to provide business clients with more complete banking services.
Introduction to Investment Services for Business Clients
Investment Services for Business Clients are investment services provided by ZA Bank to limited companies that meet the requirements for opening a business investment accounts. After the opening of business investment account, authorized traders can subscribe and redeem fund products supported by ZA Bank and authorized by the Hong Kong Securities and Futures Commission (SFC) through Business Internet Banking, converting corporate idle funds into diversified asset allocation.
Products launched in this phase: Investment Fund products.
Which clients are eligible?
This service is provided exclusively to business clients who meet the following criteria:
√ Limited company (not applicable to trusts, partnerships or sole proprietorships)
√ Designated Eligible Corporate Professional Investor (Eligible CPI) or Institutional Professional Investor (IPI)1
× Not applicable to companies that open bank accounts via online channel.
Core advantages
● 0 HKD Subscription fee - The fund subscription fee is waived for a limited time2, and the redemption fee is not charged. Invest with lower transaction costs and greater flexibility to adjust your portfolio.
● Diverse fund options - covering funds across different asset classes, currencies, fund houses, and investment regions. Build a portfolio that helps you capture opportunities in various markets.
● One-stop digitalization - Invest in funds online with full visibility of your holdings and profit/loss performance anytime. Stay on top of your investment portfolio through a single, convenient platform.
How to open a business investment account?
Contact your relationship manager (RM) to learn more about investment account opening details, prepare and submit necessary qualifications and materials for opening an investment account. Once approved, a business investment account can be officially opened.
Endnote:
1 Subject to the internal review for account opening imposed by ZA Bank.
2 From 21 July to 31 December 2026 (both dates inclusive), business banking clients who have an investment account with ZA Bank can enjoy 0% fund subscription fee offer. "Terms and conditions" apply.
Important risk statement
Investment involves risks. The price of investment products may fluctuate or even become worthless. Past performance is not an indicator of future performance. Losses may be incurred rather than making a profit as a result of investment. The information in this platform is for reference only and does not constitute and should not be regarded as any recommendation, offer or solicitation to purchase or sell any investment products. You should carefully and independently consider whether the investment products are suitable for you in light of your investment experience, objectives, financial position and risk profile. Independent professional advice should be obtained if necessary. Please read the relevant terms and conditions together with the offering document and risk disclosure statements of the investment product before making any investment decisions. The information in this platform has not been reviewed by SFC or any regulatory authority in Hong Kong. ZA Bank is acting as your agent to handle the transaction. The investment product is provided by a third-party but not ZA Bank. In respect of eligible dispute (as defined in the terms of reference for the Financial Dispute Resolution Centre in relation to the Financial Dispute Resolution Scheme) out of the selling process or processing of the related transaction, ZA Bank will enter a Financial Dispute Resolution Scheme process with you. However, any disputes over the contractual terms of the product should be resolved directly between you and the third-party product issuer. The platform is not intended for distribution or use by any person in any jurisdiction, country or region where the distribution or use of this material is restricted and would not be permitted by law or regulation. If you are outside of Hong Kong, we may not be authorised to offer or provide you with the products and services available in the country or region where you are located or resident.