• Gateways to Access China Market
QFII
  • Qualified Foreign Institutional Investor

    74 bn USD quota

    Investable Assets: stocks, bonds, mutual funds, and others

    What AIFMC Provides: Set up advisory or mandate accounts on its SMA platform

RQFII
  • Renminbi Qualified Foreign Institutional Investor

    387 bn RMB (63 bn USD) quota

    Investable Assets: stocks, bonds, mutual funds, and others directly with Renminbi

    What AIFMC Provides: Set up advisory or mandate accounts on its SMA platform

China-HK Mutual Fund Recognition
  • 300 bn RMB (48.5 bn USD) quota

    Investable Funds: Equity, Hybrid, Bond, Index Fund

    What AIFMC Provides: FOF - Subscribe to AIFMC mutual funds through AIFMC’s Hong Kong sales channels – gain access to a variety of investment strategies

Shanghai-HK Stock Connect
  • 300 bn RMB (48.5 bn USD) northbound quota

    Eligible for all investors with brokerage accounts in Hong Kong

    Investable Assets: 571 stocks listed on Shanghai Stock Exchange

Shanghai Free Trade Zone
  • No official launch date yet

    Potentially allow qualified investors in FTZ to invest in domestic securities and futures

  • AIFMC International Business
Directly Subscribing to AIFMC Mutual Funds
  • QFII or RQFII quota holders can set up fund accounts with AIFMC via their custodian banks

    Other foreign investors can access AIFMC mutual funds via Hong Kong platform through China-HK

Advisory Services
  • AIFMC provides customized investment advisory services to QFII and RQFII investors

    The designated investment managers from AIFMC send trade or portfolio recommendations to QFII and RQFII clients

    Trade execution and discretion on client side; risk management on client side

Mandates Services
  • AIFMC provides customized mandate services to QFII and RQFII investors

    The QFII and RQFII clients give AIFMC the authorization to place trade orders with the brokers and integrate portfolio information to AIFMC’s in-house platform

    Trade execution and discretion on AIFMC; risk management on AIFMC and/or client side.