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Planning Topics

Cross-border Allocation Latest activity

Wealth Management Connect, Stock Connect, cross-border insurance and capital flows: the cross-border arrangements most frequently asked by families on both sides.

30 related updatesLast 30 days 26 itemsFeatured 0 items

Updated

Cross-border Allocationrelated updates

Today21 OctWedIssue 1–20 items
  1. Government News Network: Finance24

    2026 APEC Finance Ministers' Meeting Opens in Hong Kong, Marking the City's First Time Hosting the Event

    The two-day 2026 APEC Finance Ministers' Meeting has opened in Hong Kong, marking the first time the city has hosted the event, with a focus on regional economic and financial cooperation. At the opening ceremony, Finance Minister Lan Fo'an called on member economies to strengthen macroeconomic policy dialogue, guard against negative spillover effects from policy adjustments, and seize opportunities from digitalization and green transition to foster new growth drivers. Paul Chan, Financial Secretary of the Hong Kong SAR, said Hong Kong will leverage its unique advantages under "One Country, Two Systems" and play its role as a "super connector" and "super value-adder" as an international financial center, helping the region achieve resilient, sustainable and inclusive growth.

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20 OctTue
19 OctMon
  2. News Search: China Individual Income Tax on Overseas Income and CRS23

    Deadline for individual income tax filing on overseas income approaches on 22 October; Chinese high-net-worth individuals are making back tax payments

    22 October is the deadline for individual income tax filing on overseas income in mainland China, and some Chinese high-net-worth individuals are currently raising funds by disposing of assets to settle back tax payments. This matter relates to mainland China's individual income tax administration on overseas income and the CRS information exchange mechanism.

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  3. News Search: China Individual Income Tax on Overseas Income and CRS22

    October 22 Deadline Approaching: Chinese Wealthy Are "Cutting Flesh" to Pay Back Taxes

    The deadline for individual income tax declaration on overseas income is approaching on October 22, and Chinese wealthy are "cutting flesh" to pay back taxes. This report comes from Canada News Network and does not mention specific back tax amounts, details of applicable rules, or information on relevant regulatory authorities.

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18 OctSun
17 OctSat
  1. Government News Network: Finance20

    Financial Secretary Concludes Visit to Thailand

    Financial Secretary Paul Chan concluded his visit to Bangkok, Thailand. During the visit, he met with Thai Deputy Prime Minister and Finance Minister Ekniti Nitithanprapas, where the two sides exchanged views on strengthening Hong Kong-Thailand economic, trade, and financial cooperation, aligning Thai foreign direct investment with Hong Kong's capital markets, promoting regulatory cooperation between the two securities markets, and facilitating dual primary listings of enterprises. Paul Chan also met with senior executives of a major French bank with extensive operations in Hong Kong, discussing developments in fixed income and currency markets, green and sustainable finance, tokenized financial products, and asset management. He then departed for Hong Kong.

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16 OctFri
  1. News Search: Investment Migration, Family Offices, and Cross-boundary Wealth Management Connect15

    HKU Business City and Bank of China (Hong Kong) Partner to Build a Wealth Management Talent Hub, Seizing Greater Bay Area Financial Opportunities

    HKU Business School and BOCHK have partnered to jointly build a wealth management talent hub. Both parties will leverage financial development opportunities in the Greater Bay Area to advance talent cultivation and resource synergy in the wealth management sector.

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  2. HKEX: Market Communication55

    HKEX releases consultation conclusions, plans to transition securities market settlement cycle to T+1 in H2 2028

    HKEX released the consultation conclusions on "Accelerating Settlement in Hong Kong's Cash Market", confirming broad market support for shortening the securities settlement cycle from T+2 to T+1, with implementation targeted for the second half of 2028. The specific date will be announced subject to regulatory approval and market readiness.

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  3. News Search: China Individual Income Tax on Overseas Income and CRS22

    Chinese Ultra-High-Net-Worth Individuals Reportedly Terminating Offshore Trusts and Raising Funds to Address Tax Collection

    According to Lianhe Zaobao reports, Chinese ultra-high-net-worth individuals are terminating offshore trusts and raising funds to address tax collection. Details regarding the specific scale of trusts involved, tax collection policy specifics, and relevant enforcement departments have not yet been disclosed.

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  4. Hong Kong Inland Revenue Department: Latest News50

    Hong Kong Inland Revenue (Amendment) (Tax Deduction for Intellectual Property Expenditure) Bill 2026 Published in Gazette

    The Hong Kong SAR Government published the Inland Revenue (Amendment) (Tax Deduction for Intellectual Property Expenditure) Bill 2026 in the Gazette on October 16, relaxing tax deduction arrangements for relevant capital expenditures incurred by enterprises in acquiring eligible intellectual property or obtaining licenses to use it.

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  5. Government News Network: Finance27

    Financial Secretary Paul Chan travels to Thailand for IMF and World Bank Group Annual Meetings events

    Financial Secretary Paul Chan, as a member of the Chinese delegation, attended the plenary meetings of the International Monetary Fund and World Bank Group Annual Meetings held in Bangkok, Thailand. During related exchange events, he introduced the development direction of Hong Kong's first five-year plan aligned with the national 15th Five-Year Plan, mentioning that Hong Kong will focus on building the Four Centres and One Hub, deepen the Finance+ strategy, expand offshore RMB business, and meet with executives of the World Bank Group and management of major European digital banks.

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15 OctThu
  1. News Search: Hong Kong Insurance Authority21

    Hong Kong Insurance Coverage Extended to Huanggang Port

    Hong Kong insurance coverage has been extended to Huanggang Port, with the relevant arrangement announced by the Hong Kong Insurance Authority. This adjustment includes Huanggang Port within the coverage area of Hong Kong insurance policies, providing corresponding protection support for Hong Kong policyholders traveling across the border.

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  2. News Search: Hong Kong Insurance Authority23

    Hong Kong's First Insurance-Linked Securities Special Purpose Vehicle Opens New Path for Mainland Insurance Companies

    Hong Kong's first insurance-linked securities special purpose vehicle has been officially launched, opening a new business path for mainland insurance companies. This vehicle represents an important innovation in Hong Kong's insurance-linked securities market, providing a new channel for mainland insurance institutions to participate in Hong Kong's insurance risk market.

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  3. Government News Network: Finance22

    Financial Secretary promotes Hong Kong in Bangkok

    Financial Secretary Paul Chan, as a member of the Chinese delegation, attended the Annual Meetings of the International Monetary Fund and the World Bank Group held in Bangkok, Thailand, and participated in a roundtable co-hosted by the International Monetary Fund and the Hong Kong Monetary Authority. He introduced Hong Kong's investment and financing market advantages at the meeting and invited international multilateral organizations, financial institutions, and insurance companies to cooperate to improve capital raising and risk management efficiency. Paul Chan also met with the Chinese Ambassador to Thailand and senior executives of the International Finance Corporation in the Asia-Pacific region to discuss deepening cooperation in multiple fields.

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14 OctWed
  1. News Search: Hong Kong Insurance Authority20

    PICC P&C Launches Hong Kong's First Special Purpose Insurer to Underwrite Offshore Wind Farm Risks in Mainland China

    PICC P&C has launched Hong Kong's first special purpose insurer (sidecar) to underwrite risks related to offshore wind farms in mainland China. This project is the first special purpose insurance arrangement of its kind in the Hong Kong market, with relevant information reported by industry media (Re)in Asia.

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  2. Hong Kong Inland Revenue Department: Latest News44

    Orders for Hong Kong's comprehensive avoidance of double taxation agreements with six countries to be published in the Gazette

    The Chief Executive in Council made six orders on October 6, 2026, under the Inland Revenue Ordinance (Cap. 112) to implement comprehensive avoidance of double taxation agreements signed with Barbados, Jordan, the Kyrgyz Republic, the Maldives, Norway, and Rwanda. The orders were published in the Gazette on October 16, 2026, and tabled before the Legislative Council on October 21 under the negative vetting procedure.

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  3. HKEX: Press Release34

    HKEX Core Climate Completes Cross-Border Pilot for Green Electricity Certificates and Carbon Emission Allowances

    HKEX announced that its Core Climate platform has completed two cross-border pilots for green electricity certificates and Shenzhen emissions rights. 15 enterprises participated in the green electricity certificate pilot, with a total trading volume of approximately 100,000 certificates. HKEX also signed a cooperation agreement with the Guangzhou Power Exchange Center to establish a cross-border green electricity certificate trading channel, promoting connectivity of green markets in the Greater Bay Area.

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  5. HKMA: Press Releases39

    HKMA welcomes the launch of the Chongqing-Hong Kong Cross-Border Data Verification Platform

    The Chongqing-Hong Kong Cross-Border Data Verification Platform, facilitated by the HKMA, was officially launched. The platform leverages blockchain technology and hash values to verify customer data without the need for cross-border transmission or storage of original documents. Initially, the platform primarily supports cross-border financial scenarios, with banks in Chongqing and Hong Kong advancing applications related to northbound and southbound data flow verification, covering services such as account opening and loan applications.

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