Trade Active Policy

Guangdong-GBA — Cross-Border Wealth Management Connect 3.0

Published: March 1, 2026

Executive Summary

The Guangdong-Hong Kong-Macao Greater Bay Area (GBA) launched Wealth Management Connect 3.0, significantly expanding cross-border investment channels. Individual investment quotas were tripled, product scope broadened to include ETFs and green bonds, and participation extended beyond banks to include securities firms and fund managers.

Key Points

1

Individual quota: increased from RMB 1 million to RMB 3 million per investor

2

Product scope: expanded from mutual funds only to include ETFs, green bonds, and structured deposits

3

Participating institutions: expanded beyond banks to include qualified securities firms and fund managers

4

Northbound flow (HK/Macao → mainland): annual aggregate quota raised to RMB 500 billion

5

Southbound flow (mainland → HK/Macao): annual aggregate quota raised to RMB 300 billion

6

Digital onboarding: fully digital KYC and account opening, eliminating in-person visit requirement