BOCHK FamilyMAX| Family Wealth| BOC(HK)Limited

Latest Promotion

SparkVenture
Summer Camp 2025

Pursue your dreams, plan for the future

Ready for your teen to break boundaries and become a future leader?
This summer, a 4-day future leadership camp with immersive experience are ready for your children!

Date

July 16-19, 2025 (4 days in total)

Language

Cantonese

Participants

Private Wealth or Wealth Management Customer’s children (14-17 years old)

Admission Fees

FREE

Mentors Up Close

Hong Kong IP Art Designer, Hong Kong Team Top-ranked Sports Player, Hotel Management, and KOL will share their secrets

Adventure in Multiple fields

Art and Technology x Financial Decoding x Sportsmanship x Academic Advancement Strategy, learn about future trends while playing!

Win and gain exclusive experiences

Winning Team earns "Summer Job Shadow Opportunity" and step into the dream workplace early!

4-day itinerary preview

Day 1

(PM)

Venue：Bank of China Building

Sharing from Creator of Molly and Frounder of Threezero

Well-known KOL Shares Creative Economy

Day 2

(PM)

Venue：Sai Sha Go Park

Competing with Olympic athletes

Skateboarding adventure with the current skateboarding team of Hong Kong

Day 3

(Full Day)

Venue: The Fullerton Ocean Park Hotel Hong Kong/ Ocean Park

Breakfast with Management Team

Learn about ESG and hotel management

Cultural economic promotion sharing

Animal caregivers explain ecological conservation

Tours in the park

Day 4

(PM)

Venue: Bank of China Tower
Parents are cordially invited to attend

Overseas education institution share the most popular facilities and career prospects

Banking career planning sharing

"Future Careers Challenge" to showcase creativity and teamwork, guest selection and certificate presentation

Top team earns exclusive job shadow opportunity, boosting your resume and unlocking new potential!

From now until 20 June, 2025 (promotion period), register and complete designated tasks for a chance to win a ticketⁱ to join the FamilyMAX SparkVenture Summer Camp!

Registration Method

BOCHK Mobile Bankingⁱⁱ

FPS paymentⁱⁱⁱ

Reminder: To borrow or not to borrow? Borrow only if you can repay!

Basic Designated Requirement

Lucky Draw chances

Uplift deposit balance of HK$500,000 or above (HKD equivalent)^iv

Extra Designated Requirement(s)

Lucky Draw chances

Must fulfill above Basic Designated Requirement and could complete extra designated requirement(s) below within Promotion Period to enjoy extra Lucky Draw chances.

Accumulated BOC Cheers Card spending of every HK$10,000 or its equivalent^v

Accumulated BOC Mastercard® Debit Card spending of every HK$10,000 or its equivalent^vi

Children newly taken up i-Free Banking via Mobile Banking App^vii

ⁱ BOCHK shall send the notification about the reward obtain method to the winner by SMS/ email on or before 7 July 2025. The winner should maintain valid Private Wealth or Wealth Management status and maintain the designated "Total Relationship Balance" requirement at the time of the lucky draw result announcement. The event is only applicable to the children of the Winner. Each Winner may register his/her children aged between 14 and 17 (“Eligible Participants”). Eligible Participants must maintain the iFree Banking service to be eligible to participate in the event.

ⁱⁱ An electronic message (In-App notification) will be sent to Selected Customers via BOCHK Mobile Banking app during the Promotion Period. Selected Customers can register via the URL provided within the electronic message to complete the registration mission. Registration mission only counts once, and subject to the eligible customer’s earliest completion time of the registration mission.

ⁱⁱⁱ From now to 20 June 2025, make a single “Transfer/FPS” transaction with amount of no less than HK$1 to a third-party payee (not applicable to transferring to the payer’s same name accounts of BOCHK) through BOCHK Mobile Banking / Internet Banking, and enter “FamilyMAX” in the “Message to payee” field

^vi Total Hong Kong dollar and foreign currency deposit balance (including Savings account, Current account and Time Deposit account) of the customer (“Total Deposit Balance”) increase at least HKD $500,000 or more (HKD equivalent) on 20 June 2025, compared with 1 Jun 2025 (“Eligible Deposit Balance”)

^v Eligible Transaction is only applicable to retail transactions and the spending via mobile payment (includes BoC Pay/BoC Pay+, Union Pay App, Apple Pay, Google Pay, Samsung Pay and Huawei Pay) that have been successfully posted during the Promotion Period.

^vi Aggregate Principal & Supplementary Debit Card spending including any in-store retail purchases, contactless payments, mobile payments, and online retail purchases (“Eligible Spending”) during the Promotion Period. Eligible Spending is only applicable to transactions made during the Promotion Period and to be posted to Debit Card account by 20 June 2025. The following transactions are not applicable for Eligible Spending:

(a) fees and charges;
(b) cash withdrawal;
(c) bank transfers;
(d) purchase transactions effected outside of Mastercard network;
(e) bill payment (including tax payments to the tax authorities);
(f) quasi cash transactions, including:
- (i) betting and gambling transactions;
- (ii) transactions at non-financial institutions (including purchase of foreign currency, money orders and travelers cheques);
- (iii) transactions at financial institutions (including purchase of merchandise and services from banks or investment trading platforms);
- (iv) wire transfers;
- (v) rental payment or property purchase;
- (vi) purchase and/or reload of stored value cards or e-Wallets;
- (vii) purchase of cryptocurrencies;
- (viii) instalment payments.

BOCHK may from time to time at its sole discretion define the meaning of “Eligible Spending”, with reference to Mastercard Asia/Pacific (Hong Kong) Limited for properly defining the above mentioned designated categories. Since the codes are managed by the card association, we are not liable for their accuracy or categorization of transaction merchant types.

In the event of termination of a Debit Card account, cancellation of a Debit Card, violation of the BOC Mastercard® Debit Card Terms and Conditions or a Debit Card account being in default during the promotion period or at the time when the reward is deposited, the rebate entitlement will be forfeited automatically forthwith.

^viiEligible for customers at the age of 11-17 who have newly taken up i-Free Banking via Mobile Banking App during promotion period. Customer must not have taken up/cancelled, i-Free Banking in BOCHK in the past 6 months prior to 2 June 2025.

Termes and conditions apply. A limited quota of offers is available. Press here for details.

Open i-Free Banking via Mobile Banking App and Enjoy Welcome Privileges*

Deposit HK$3,000 or above to enjoy HK$100 Lucky Money Reward
Deposit HK$20,000 or above can enjoy an Exclusive Panda Octopus (Adult)(limited to the first 200 eligible customer)
HKD Time Deposit Preferential Interest Rate of up to 4.8% p.a.^

*Eligible for customers at the age of 11-17 who have newly taken up i-Free Banking via Mobile Banking App between 14 April to 30 June 2025 (both dates inclusive), terms and conditions apply.
^Eligible customer who open i-Free Banking service via BOCHK Mobile Banking App at the age of 11-15 can enjoy the designated Time Deposit offer at any branch of BOCHK. For Eligible customer at the age of 16-17, can enjoy the offer via Mobile Banking App with the promotion code: “BBANEWHKD”.

New “Legacy of Love”
Passing on advantages to the next generation, bringing more opportunities your child’s growth

Children who take up the service can be entitled to the waiver of Total Relationship Balance requirement and welcome offer of up to HK$4,000, as well as products privileges:

New Customer Account Opening via Mobile Banking App: Enjoy HKD Time Deposit Preferential Interest Rate of up to 4.8% p.a.
Payroll Welcome Reward: Up to HK$1,500 free spending credit
New BOC Cheers Card: Enjoy exclusive 10X Gift Points on designated spendings^a
Complete 1 designated securities transaction via New Securities Account: Enjoy up to 6 months $0 brokerage fee and a chance to receive up to 100 units of The Tracker Fund of Hong Kong^b

Enjoy the "Financial Needs Analysis" extra reward together^c

Successfully joining the "Legacy of Love" program, clients and their children who complete the "Financial Needs Analysis" during the promotional period will receive an extra BoC Pay+ HK$100 supermarket e-Coupon, on top of the prevailing rewards. (Limited quantity of gifts, available on a first-come, first-served basis, while stocks last.)

Note: applicable to children aged 11-17 of Private Wealth customers with “Total Relationship Balance” of HK$8,000,000 or above. Subject to terms and conditions. For details, please contact your Relationship Manager or visit branch for enquiry.

a.Only applicable to FamilyMAX selected “Legacy of Love” customers who successfully apply for an BOC Cheers Visa Infinite Card (“Eligible Credit Card”) during the promotion period, and enjoy the limited 10X Gift Point up to 50,000 Points on designated types of consumption spending for the 4th to 6th months of card issuance.
b.Successfully open a new securities account to enjoy First 3 months $0 brokerage fee for buying or selling HK Stocks, A Shares and US Stocks(maximum HK$30,000 of Brokerage Fee Reduction). Complete a stock transaction within 3 months after account opening to enjoy additional 3 months $0 brokerage fee for buying or selling HK Stocks, A Shares and US Stocks (maximum HK$30,000 of Brokerage Fee Reduction) and receive 10 units of The Tracker Fund of Hong Kong (Stock Code: 2800.HK) worth HK$234.6 (The value of the shares is calculated based on the closing price on HKEx on 31 March 2025 and is provided for reference only) (Quota: 2,388)/ 100 units of The Tracker Fund of Hong Kong for Private Wealth customers.
c. Customers are required to conduct a "Financial Needs Analysis" and select the appropriate life insurance product based on their financial & life protection needs. Before confirming any life insurance application decision, customers should refer to the policy terms and relevant sales materials of the product to understand the product details and risks involved. Any insurance application decision should be based on the customer's own needs and affordability. For enquiry, please contact your Relationship Manager.

Family
Rewards

Transfer in investment funds
up to HK$20,000 cash rewards¹
Selected Life Insurance plans
First year premium discount offer up to 30%^2a&2b
Complete "Financial Needs Analysis"^2b
and get a chance to receive HK$300 BoC Pay+ Supermarket eCoupon
Enrolment of designated Travel, Home Insurance, Domestic Helper or GoStudy Insurance via online channel
30% premium discount and get a chance to receive HK$100 supermarket voucher³
(Promo code：FMX25)
BOC Mastercard® Debit Card
•1% unlimited spending cash rebate⁴
•Airport Express Ticket 50% off via KKday platform
(Promo code: KKDBOCHKAE)
BOC Cheers Card
Up to HK$1,600 Cash Rebate⁵
Activate the "Live Young Rewards App" as a new member and get a chance to receive DECATHLON HK$49 E-gift Card⁶

^1. Customers are entitled to enjoy a HK$1,000 reward for every HK$200,000 (or equivalent) transfer-in of Investment Fund. The maximum value of the transfer-in reward is HK$20,000. Press here for details.
^2a. Selected Life Insurance Plans are underwritten by BOC Group Life Assurance Company Limited ("BOC Life") or China Life Insurance (Overseas) Company Limited ("China Life (Overseas)") (collectively called: "Life Insurance Companies". Premium discount offer maybe variance among products Life Insurance Companies and subject to related terms and conditions.
^2b. Customer is required to conduct a "Financial Needs Analysis" and select the appropriate life insurance product based on their financial & life protection needs. Before confirming any life insurance application decision, customers should refer to the policy terms and relevant sales materials of the product to understand the product details and risks involved. Any insurance application decision should be based on the customer's own needs and affordability. For enquiry, please contact your Relationship Manager.
^3.The relevant Travel, Home Insurance, Domestic Helper Insurance and GoStudy Insurance are underwritten by Bank of China Group Insurance Company Limited ("BOCG Insurance"). For details, please refer to the Terms and Conditions. Please visit BOCHK website > Insurance, to understand more product information and policy terms.
^4. Up to 1% cash rebate is only applicable to Private Wealth customer, while Wealth Management and other customers can enjoy up to 0.5% cash rebate.
^5. Customer who successfully apply for the BOC Cheers Card can enjoy up to 300,000 Points Welcome Offer (at the ratio of every 250 points to HK$1), equivalent to HK$1,200. Successfully apply for BOC Cheers Card Supplementary Card and make at least 1 transaction within 1 month after card issuance will be entitled to up to 100,000 Points (at the ratio of every 250 points to HK$1), equivalent to HK$400. For details, please refer to the Terms and Conditions.
^6. Customers must successfully register as a new member of the "Live Young" Rewards Program (“Live Young”) using 【FamilyMAX】 as the promo code, then download and activate the "Live Young Rewards App" during the promotion period. Subject to Activating the "Live Young Rewards App" as a New Member Terms and Conditions.

Unless otherwise specified, promotion period is from 1 April 2025 until 30 June 2025 (both dates inclusive).
Terms and conditions apply to the FamilyMAX Rewards. A limited quota of offers is available, on a first-come-first-served basis. Press here for details.

FamilyMAX Rewards terms and conditions (Last Quarter)

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Enquiry or make an appointment to <br/>join <i>Private Wealth</i> service

+852 3988 2188

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+852 3988 2888

Reminder: To borrow or not to borrow? Borrow only if you can repay! SVF Licence Number: SVFB072

Investment and FX trading involve risks. Please take note of the product characteristics and risk, including exclusion items.

BOCHK is granted an insurance agency licence under the Insurance Ordinance (Cap. 41 of the Laws of Hong Kong) by Insurance Authority in Hong Kong Special Administrative Region of the People's Republic of China. (insurance agency licence no. FA2855)

The Policy Owner is subject to the credit risk of Insurance Companies. If the Policy Owner discontinues and / or surrenders the insurance plan in the early policy years, the amount of the benefit he / she will get back may be considerably less than the amount of the premium he / she has paid.

BOCHK is the appointed insurance agency of BOC Group Life Assurance Company Limited ("BOC Life") / China Life Insurance (Overseas) Company Limited ("China Life (Overseas)") and Bank of China Group Insurance Company Limited ("BOCGI") for distribution of life insurance products and general insurance products. The life insurance product is a product of BOC Life /China Life (Overseas); the general insurance product is a product of BOCGI, but not BOCHK.

In respect of an eligible dispute (as defined in the Terms of Reference for the Financial Dispute Resolution Centre in relation to the Financial Dispute Resolution Scheme) arising between BOCHK and the customer out of the selling process or processing of the related transaction, BOCHK is required to enter into a Financial Dispute Resolution Scheme process with the customer; however any dispute over the contractual terms of the related Insurance Plans should be resolved directly between related insurance companies and the customer.

Remarks:
(1) Only open-ended investment funds distributed by BOCHK are eligible to this offer. BOCHK has the sole and full discretion to decide whether the investment fund concerned may be transferred into BOCHK and whether the transfer transaction is eligible to the offer.
(2) BOCHK only accepts investment funds transferred from account(s) held in other financial institution(s) by the same customers using the same name. The account holder name of the investment funds being transferred from other financial institution(s) must be as same as the Investment Fund account holder’s name as registered in BOCHK.

Risk Disclosure:
The following risk disclosure statements cannot disclose all the risks involved and does not take into account any personal circumstances unknown to BOCHK. You should undertake your own independent review and seek independent professional advice before your trade or invest especially if you are uncertain of or have not understood any aspect of the following risk disclosure statements or the nature and risks involved in trading or investment. You should carefully consider whether trading or investment is suitable in light of your own risk tolerance, financial situation, investment experience, investment objectives, investment horizon and investment knowledge.

Risk disclosure of Fund:
Fund products or services are not equivalent to, nor should it be treated as a substitute for, time deposit. Although investment may bring profit opportunities, each investment product or service involves potential risks. Due to dynamic changes in the market, the price movement and volatility of investment products may not be the same as expected by you. Your fund may increase or reduce due to the purchase or sale of investment products. The value of investment funds may go up as well as down and the investment funds may become valueless. Therefore, you may not receive any return from investment funds. Part of your investment may not be able to liquidate immediately under certain market situation. The investment decision is yours but you should not invest in these products unless the intermediary who sells them to you has explained to you that these products are suitable for you having regard to your financial situation, investment experience and investment objectives. Before making any investment decisions, you should consider your own financial situation, investment objectives and experiences, risk acceptance and ability to understand the nature and risks of the relevant product. Investment involves risks. Please refer to the relevant fund offering documents for further details including risk factors. If you have any inquiries on this Risk Disclosure Statement or the nature and risks involved in trading or funds etc, you should seek advice from independent financial adviser.

BOCHK is appointed by fund houses as agent. The fund product is a product of fund houses but not that of BOCHK. In respect of an eligible dispute (as defined in the Terms of Reference for the Financial Dispute Resolution Centre in relation to the Financial Dispute Resolution Scheme) arising between BOCHK and the customer out of the selling process or processing of the related transaction, BOCHK is required to enter into a Financial Dispute Resolution Scheme process with the customer; however any dispute over the contractual terms of the fund product should be resolved directly between the fund house and the customer.

This promotion material is for reference only, and does not constitute any offer, solicitation, recommendation, comment or guarantee to the purchase, subscription or sale of any investment product or service.

This promotion material is issued by BOCHK and the contents have not been reviewed by the Securities and Futures Commission of Hong Kong.

Terms and Conditions apply to the relevant products and services. The Terms and Conditions of the related service will be provided electronically. Please read and accept the related Terms and Conditions. These Terms and Conditions will be available for download and will be stored in the BOCHK website within 30 days of submission of an account opening request or transaction instruction. Such information may not be available for viewing or downloading after the specified time.

This page is issued by Bank of China (Hong Kong) Limited. Its contents have not been reviewed by any regulatory authority in Hong Kong.