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平安銀行上周完成首宗「跨境理財通」業務
阿思達克 10-25 13:54
中國平安(02318.HK)(601318.SH)宣布,平安銀行「跨境理財通」業務於上周一(18日)獲得人行和金管局批准,成為內地首批試點機構之一,並於上周二(19日)完成首宗業務。 「北向通」方面,平安銀行挑選平安理財旗下固定收益類明星理財產品,並聯合內地易方達基金、中歐基金等一線基金公司甄選港澳客戶專屬公募基金。已經擁有平安銀行大灣區內地分行賬戶的港澳客戶,只需通過平安「口袋銀行」App線上簽署業務協議、綁定香港華僑永亨銀行的匯款戶口、申請開通「北向通」功能,客戶購買或贖回內地理財產品便可直接線上自助辦理。如為新客戶,目前仍需親臨大灣區內地分行網點開戶。 「南向通」方面,內地投資者毋須前往港澳,通過平安銀行即可開立跨境理財通投資戶完成開戶後在平安口袋銀行App購買香港華僑永亨銀行銷售的產品。 作為首批獲批的試點機構,平安銀行總部位於深圳,在大灣區內營業機構逾200家,覆蓋廣州、珠海、東莞、惠州、中山等灣區各市。銀行打造了一支由100多名投顧專家和900多名私人銀行家組成的專業服務團隊,依賴平安集團科技賦能,為內地投資者和港澳投資者提供線上化和智能化的跨境金融產品和服務體驗。
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