1. Fraud Alert: Click here to find out more
2. Effective from January 1, 2023, an additional withholding tax has been applied to gross proceeds from the sale of a Publicly Traded Partnership (“PTP”) and certain PTP distributions. Accordingly, new withholding tax arrangement has been adopted by EBSI. Please click here to find out more.
3. The Hong Kong Securities Clearing Company (“HKSCC”) will officially launch the trading calendar enhancement under Stock Connect. With the enhancement, trading under Stock Connect is allowed on all trading days where both Hong Kong and Mainland China markets are open and the Clearing and Settlement arrangement will be adjusted during the additional northbound trading days under Stock Connect (May 25, Oct 20 and Dec 22, 2023). If the trading day (“T day”) is the day before a public holiday (“H-1 day”), any net payable of the T day is required to be settled by 6:00pm on T day where net receivable is required to be settled at around 12:30 p.m. on T+1. For details, please refer to the HKEX official website.
4. Effective from June 26, 2023 (Monday), the Customer Settlement Counter of Everbright Securities International has been relocated to 10/F, Everbright Centre, 108 Gloucester Road, Wan Chai, Hong Kong with opening hours remaining unchanged. Please 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 public 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:
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 |
