Double Up Investment Rewards

Let's celebrate the new launch of “EBSI Direct"!

From now until June 30, 2022, we proudly present “Double Up Investment Rewards” up to HK$36,100, while you can enjoy our unparalleled wealth management service.

Terms and conditions apply.

Remarks:

1. Applicable to new clients only. New clients are required to deposit New Funds in any amount after account opening in order to be eligible for the Account Opening Reward. The Account Opening Reward does not apply to any referral by a business partner of EBSI and cannot be used in conjunction with any promotional offers or account created with Referrer Code.
2. Applicable to new clients only. New clients who deposit New Funds of HK$100,000 to less than HK$500,000 can also enjoy HK$100 Cash Reward.
3. Applicable to both new and existing clients. Clients can enjoy HK$100 Cash Reward for every incremental amount of HK$100,000 of transfer-in stocks/bonds. Transfer-in bonds are subject to a minimum of HK$5 million of value. The maximum amount of cash reward for stocks/bonds is capped at HK$5,000.  Besides, clients can enjoy HK$250 Cash Reward for every incremental amount of HK$100,000 of transfer-in mutual funds. The maximum amount of cash reward for mutual funds is capped at HK$30,000.

Terms & Conditions:

1. “Double Up Investment Rewards” Promotion (“Offer”) is valid from March 1, 2022 to June 30, 2022, both dates inclusive (“Program Period”).
2. Unless otherwise specified, the Offer is applicable to existing clients and/or new clients of Everbright Securities Digital Finance (HK) Limited (“EBSDFHK”) and/or Everbright Securities Investment Services (HK) Limited (“EBSISHK”) (defined in Clause 3) (collectively “Clients” or “the Client”). EBSDFHK and EBSISHK are wholly-owned subsidiaries of China Everbright Securities International Company Limited (“CEBSI”). All these companies are collectively referred to as “Everbright Securities International” (“EBSI”). EBSI Direct is a service of Everbright Securities International.
3. New clients (“New Clients”) refer to those who fulfilled the following conditions: (i) did not maintain any individual or joint trading accounts with EBSI from March 1, 2021 to February 28, 2022 (both dates inclusive); (ii) successfully opened an individual or joint trading account of EBSDFHK and/or EBSISHK via EBSI Direct during the Program Period.
4. The Offer is not applicable to corporate and institutional clients, staff, and agents of EBSI.
5. The Client must be an EBSI client and has fulfilled all of the terms and conditions in respect of the Offer at the time when the Reward is credited into the trading account with EBSI in September 2022.
6. EBSI reserves the right to change these terms and conditions at any time. EBSI has the absolute discretion to suspend, modify or withdraw this Offer at any time without prior notice.
7. All terms and conditions provided herein are subject to and construed in accordance with the laws of the Hong Kong Special Administrative Region. 
8. All relevant account and transaction information are subject to the records of EBSI.
9. In case of any dispute, EBSI reserves the right to make the final decision.
10. In case of conflict or inconsistency between the English and Chinese versions of these terms and conditions, the English version shall prevail.

Account Opening Reward – Applicable to New Clients only

11. The Account Opening Reward is only applicable to New Client (as defined in Clause 3) who successfully opened trading account(s) with EBSDFHK and/or EBSISHK via EBSI Direct with funds in any amount transferred to the EBSDFHK and/or EBSISHK account(s) within the Program Period.
12. Each New Client is only entitled to the Account Opening Reward once within the Program Period.
13. The Account Opening Reward does not apply to any referral by a business partner of EBSI and cannot be used in conjunction with any promotional offers or account created with Referrer Code.
    

New Funds Reward – Applicable to New Clients only

14. “New Funds” are defined as cash deposits to the New Client’s trading account maintained with EBSDFHK and/or EBSISHK during the Program Period as per EBSI’s records. New Funds exclude cash from sale proceeds of existing portfolio, cash transferred among same name or joint accounts maintained with relevant licensed corporations of EBSI, and cash deposits into account(s) of stock options or accumulator and decumulator.
15. The New Funds Reward is only applicable to New Clients who deposited the required New Funds specified in below table with at least one transaction made under EBSDFHK and/or EBSISHK during the Program Period.

    Amount of New Funds (HK$ or equivalent)	Cash Reward (HK$)
    $100,000 – below $500,000	$100
    $500,000 – below $1,000,000	$500
    $1,000,000 or above	$1,000

16. New Funds deposited into a joint account shall be attributed, for the purpose of the Offer, to the primary account holder under joint trading account.
17. Each New Client can only enjoy the New Funds Reward once within the Program Period.
18. The amount of New Funds should be maintained in the New Client’s total portfolio during the Program Period and until the New Funds Reward is credited to the New Client’s trading account with EBSI in September 2022.

Transfer-in Delight

19. Cash reward of HK$100 for every incremental amount of HK$100,000 or equivalent of the value of the transfer-in stocks/bonds during the Program Period is offered. Transfer-in bonds are subject to a minimum of HK$5 million of value. The maximum amount of cash reward for stocks and/or bonds is capped at HK$5,000.  
20. Cash reward of HK$250 for every incremental amount of HK$100,000 or equivalent of the value of the transfer-in mutual funds during the Program Period is offered, with the maximum amount of cash reward capped at HK$30,000.  
21. The maximum aggregate amount of cash reward for each Client entitled under the Transfer-in Delight is capped at HK$35,000.
22. Cash reward of Transfer-in Delight of Stock, Bond or Mutual Funds will be determined based on the aggregate amount (“Aggregate Transfer-in Net Value”) of the respective transfer-in net value (“Transfer-in Net Value”), which is equivalent to the transfer-in value of the relevant product minus the transfer-out value of the relevant product, during the Program Period.

23. In case amount of Portfolio Reference Value (defined as Aggregate Transfer-in Net Value plus cash) is less than the Aggregate Transfer-in Net Value (as defined in Clause 22), say, due to cash withdrawal, when the Transfer-in Delight is credited by September 2022 mentioned in Clause 27 below, such a shortfall amount shall be deducted from the transfer-in amount eligible for the Transfer-in Delight of stocks, bonds or mutual funds in the following sequence: (1) mutual funds (2) stocks (3) bonds.
    

Illustration : Scenario (Amount in Hong Kong Dollars) :

24. Transfer-in Delight is based on the value (“Value”) of the transferred-in asset as captured and reflected in the system of EBSI on the relevant date of transfer-in. If the Value involves foreign currency, the exchange rate will be determined at the sole discretion of EBSI using the EBSI referenced exchange rate of the day. All disputes are subject to the final decision of EBSI.
25. The transfer-in activities in a joint account will, for the purpose of calculating the Transfer-in Delight, be attributed to the primary account holder of the relevant joint account.
26. The transfer-in products must be currently available for distribution by EBSI.
27. The amount of Portfolio Reference Value (including the Transfer-in Net Value of Stocks/ Bonds/ Mutual Funds individually) should be maintained in the Client’s portfolio during the Program Period and until the Transfer-in Delight is credited directly to the Client’s trading account with EBSI in one aggregate total in September 2022.