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Capital Investment Entrant Scheme

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What is the New CIES?

Who can apply for the New CIES?

Chinese nationals who have obtained permanent resident status in a foreign country
Macao Special Administrative Region residents; and
Chinese residents of Taiwan;
Foreign nationals (Nationals of Afghanistan, Cuba and Democratic People’s Republic of Korea are excluded. The list of excluded countries / regions will be reviewed by the HKSAR Security Bureau / Immigration Department from time to time. Stateless persons who have obtained permanent resident status in a foreign country with proven re-entry facilities will be eligible under the Scheme)

The above mentioned may not represent the complete set of eligibility criteria. ¹

Who is eligible for the New CIES?

You must:

aged 18 or above when applying for Net Asset Assessment;
having net assets of not less than HKD 30 million Net (or equivalent in foreign currencies) throughout the two years prior to his application for Net Asset Assessment;
investment of not less than HKD 30 million (or equivalent in foreign currencies) in the Permissible Investment Assets;
no adverse immigration record;

The above mentioned may not represent the complete set of eligibility criteria. ¹

What are the Permissible Investment Assets?

Equities²
Debt securities²
Certificates of deposits (subject to a cap of HKD3 million) ²
Subordinated debt²
Eligible collective investment schemes
Ownership interest in limited partnership funds registered under the Limited Partnership Fund Ordinance (the total investment amount of private Alimited partnership funds and private open-ended fund companies is subject to an aggregate cap of HKD 10 million)
Real estate (subject to a cap of HKD10 million)
CIES Investment Portfolio

The above mentioned may not represent the complete set of permissible investment assets. ¹

Remarks

¹The information provided is intended as a general guide. For the most up-to-date details of the Scheme, as amended from time to time, please refer to the New Capital Investment Entrant Scheme Office’s website at www.newcies.gov.hk/. UBS makes no guarantee, representation or warranty and accepts no responsibility or liability as to its accuracy or completeness. The information is subject to change without notice.

²The captioned investment is required to trade in HKD or RMB.

Other points to note:

This information is not and should not be considered as an offer to sell or the solicitation of an offer to purchase or subscribe for any investment. UBS does not solicit client application for New CIES nor provide advice on citizenship planning. Client may reach out to an External Service Provider if they want guidance.

This above information has no regard to the specific investment objectives, financial situation or particular needs of any specific recipient and is published solely for information purposes. No representation or warranty, either express or implied is provided in relation to the accuracy, completeness or reliability of the information contained herein, nor is it intended to be a complete statement or summary of the developments referred to in the above. The above does not constitute an offer to sell or a solicitation to offer to buy or sell any securities or investment instruments, to effect any transactions or to conclude any legal act of any kind whatsoever. Nothing herein shall limit or restrict the particular terms of any specific offering. No offer of any interest in any product will be made in any jurisdiction in which the offer, solicitation or sale is not permitted, or to any person to whom it is unlawful to make such offer, solicitation or sale. Not all products and services are available to citizens or residents of all countries. Any opinions expressed in the above are subject to change without notice and may differ or be contrary to opinions expressed by other business areas or divisions of UBS AG or its affiliates (“UBS”) as a result of using different assumptions and criteria. UBS is under no obligation to update or keep current the information contained herein. Any charts and scenarios are for illustrative purposes only. Historical performance is no guarantee for and is not an indication of future performance. Neither UBS AG nor any of its affiliates, directors, employees or agents accepts any liability for any loss or damage arising out of the use of all or any part of the above. UBS specifically prohibits the redistribution or reproduction of the above information in whole or in part without the prior written permission of UBS, and UBS accepts no liability whatsoever for the actions of third parties in this respect.