Important Notice:
1. Fraud Alert: Click here to find out more
2. EBSI’s service arrangements during Typhoon Signal Number 8 or Above, Black Rainstorm Warning or Extreme Conditions: Click here to find out more
3. Effective October 31, 2023, the Company's APP, "eMO", "eMO(AA)" and "环球交易 " will be removed from the Apple App Store in Mainland China. If you have already downloaded the APP, the relevant functions will not be affected. You can still place orders through the APP or contact your Wealth Manager for order placement or other trading matters
4. EBSI Fully Supports Anti-Scam Consumer Protection Charter 2.0: Click here to find out more
5. Pursuant to the latest regulations of the Canadian Securities Administrators (CSA) and the U.S. Securities and Exchange Commission (SEC), the standard settlement cycle for transaction in Canada and U.S. securities* will be shortened to one business day after the trade day (T+1), which will be formally implemented with effect from May 27, 2024 (applicable to Canadian securities) and May 28, 2024 (applicable to U.S. securities) respectively. *Such as equities, bonds, exchange-traded funds and options
6. Reminder on the nature of trading accounts and protection of login credentials: Click here to find out more
As an active asset manager, we use our knowledge and experience across public and private markets worldwide to develop bespoke multi-asset solutions for both retail and institutional clients through our licensed entities* and close cooperation with our parent company in the Mainland. Our investment products are:
Our mutual fund platform provides a range of unit trust, covers different asset classes, to develop a well-balanced and diversified portfolio for retail and institutional investors for the Asia-Pacific region.
To learn more about our funds**, please refer to the links below:
Everbright Income Focus Fund
Everbright Greater China Opportunities Fund
Tailored for institutional investors, corporate investors and high net worth individuals, our private funds creates exclusive investment opportunities with leveraged bond funds, private equity funds, hedge funds, and structured notes, regardless of the market sentiments.
Pursuing a customer centric approach for institutional investors, corporate investors, high-net-worth individuals and different types of customers, we tailor medium to long-term wealth management recommendations to cater for every customer’s specific investment needs and objectives.
We provide RMB Qualified Foreign Institutional Investor (RQFII) and Qualified Foreign Institutional Investor (QFII) products and services to expand investment choices for investors and meet their demand for investment in Hong Kong and the Mainland. At the same time, through close cooperation with our mainland parent company, we are committed to providing excellent cross-border integrated financial services.
* Operates via China Everbright Securities (HK) Limited and China Everbright Securities Asset Management Limited.
** This fund is offered to retail and institutional clients, with China Everbright Securities (HK) Limited as the fund manager.
| Our Products | Type | Investment | Return | Clients | |||||
|---|---|---|---|---|---|---|---|---|---|
| Equity | Fixed Income | Alternative | Absolute | Relative | Institutions | Individuals | PI | ||
| Everbright Greater China Opportunities Fund | Mutual Fund (SFC authorized) |
 Y |
Y |
Y |
Y |
Y |
Y |
||
| Everbright Income Focus Fund | Mutual Fund (SFC authorized) |
Y |
Y |
Y |
Y |
Y |
|||
| Private Funds | Customized |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
| Discretionary Account Management | Customized |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
