Product Overview

A publicly offered fund refers to a financial product established within the People's Republic of China through public capital raising. It is managed by a fund manager and held in custody by a fund custodian, conducting securities investment activities for the benefit of its unitholders. Unitholders enjoy returns and bear risks according to the fund units they hold.

Application Channels

For overseas clients, after completing processes such as the non-resident qualification review (valid for one year) and risk assessment at a Bank of China branch, they can activate the investment and wealth management functions of their accounts. Subsequently, they can purchase fund products at BOC branch counters, or via the BOC mobile banking app and online banking. 

Required Documents

For overseas clients who have already opened a BOC account, they are required to provide their valid identification document (indicating they are at least 18 years old), proof of residence in China for for a minimum of one year, and documentation of legitimate income sourced from within China. The specific transaction requirements are subject to final confirmation by the fund manager.

Notes

Funds involve risks; invest with caution. Fund products are issued and managed by fund management companies. BOC, as a distribution agent, does not assume responsibility for the investment or redemption of the products. A fund's past performance is not indicative of its future results and the performance of other funds managed by the same fund manager does not guarantee the performance of the fund.