證券及期貨事務監察委員會
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粵港澳大灣區跨境理財通

「粵港澳大灣區跨境理財通」（跨境理財通）於2021年9月啓動，是推動內地與港澳市場互聯互通的一個重要計劃。跨境理財通讓大灣區的合資格投資者透過資金閉環安排，投資由對方合資格金融機構所銷售的投資產品。

有意參與跨境理財通的持牌法團應向本會提交申請。該等持牌法團須已獲發牌從事第1類受規管活動， 繳足股本和股東資金各不少於1億港元， 具至少三年銷售基金和／或債券的經驗且在過往三年內任何12個月期間的交易總額不少於5億港元，並擁有適當的監控系統。持牌法團亦須與一家或多家合資格内地券商合作提供跨境理財通業務。

持牌法團在提供跨境理財通業務時，須持續遵守由本會（詳見下文）以及相關監管機構所發出的監管要求及指引。 

 

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最後更新日期: 2024年11月1日

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