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證監會推跨境理財通優化措施 促進參與機構與客戶溝通

Future Wealths
Future Wealths
13 11 月, 2025
One Min Read
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證監會公布，跨境理財通試點計劃的新優化措施，以促進參與計劃的持牌法團與其客戶之間的溝通；並已於通函中列明有關優化與客戶互動溝通的實施細節，主要安排包括參與機構現可向並非身處香港的南向通客戶取得一次性書面同意，有效期最長為一年，以便根據客戶的需要和所選產品種類向其解釋產品的資料。

原文: https://finance.mingpao.com/fin/instantf/20251113/1763008010948/%E8%AD%89%E7%9B%A3%E6%9C%83%E6%8E%A8%E8%B7%A8%E5%A2%83%E7%90%86%E8%B2%A1%E9%80%9A%E5%84%AA%E5%8C%96%E6%8E%AA%E6%96%BD-%E4%BF%83%E9%80%B2%E5%8F%83%E8%88%87%E6%A9%9F%E6%A7%8B%E8%88%87%E5%AE%A2%E6%88%B6%E6%BA%9D%E9%80%9A%22%20target=%22blank

Last Update: 13 11 月, 2025

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