How do I qualify as a professional investor (PI)?
Qualifying as a professional investor offers key benefits:
Access to exclusive investments like private equity, hedge funds, and venture capital.
Ability to use higher leverage and trade complex financial products (e.g., derivatives).
Priority access to tailored services, premium research, and dedicated account managers.
Opportunities to participate in early-stage investments like IPOs and private placements.
Reduced regulatory restrictions, allowing greater flexibility in investment choices.
To qualify as a Professional Investor, you must maintain a portfolio of not less than HKD 8 million or its equivalent in any foreign currency. This must be evidenced by your most recent month's statement of account issued by a custodian, such as a bank or licensed corporation. For detailed information, please refer to this link: https://www.elegislation.gov.hk/hk/cap571D
Access to exclusive investments like private equity, hedge funds, and venture capital.
Ability to use higher leverage and trade complex financial products (e.g., derivatives).
Priority access to tailored services, premium research, and dedicated account managers.
Opportunities to participate in early-stage investments like IPOs and private placements.
Reduced regulatory restrictions, allowing greater flexibility in investment choices.
To qualify as a Professional Investor, you must maintain a portfolio of not less than HKD 8 million or its equivalent in any foreign currency. This must be evidenced by your most recent month's statement of account issued by a custodian, such as a bank or licensed corporation. For detailed information, please refer to this link: https://www.elegislation.gov.hk/hk/cap571D
Updated on: 10/03/2025
Thank you!