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What are the criteria to become a Professional Investor (PI)?

As an individual, you can qualify as a Professional Investor, if you are a individual investor having a portfolio of not less than HK$8 million (or its foreign currency equivalent) at the relevant date in:

  • A portfolio on your own account; or
  • A portfolio on a joint account with your associate (eg. spouse); or
  • Your share* of a portfolio on a joint account with another who is not his associate; or
  • A portfolio of a corporation which has the holding of investments as its principal business and is wholly owned by you.

* In determining your share of a portfolio on a joint account with persons other than your associates, your share means the one specified in a written agreement among the account holders OR an equal share of portfolio in the absence of an agreement.

Assets can be:

  • Investments based on market value (including stocks, bonds, unit trusts, equity-linked investment and more)
  • Certificates of Deposits (CDs)
  • Cash or cash equivalent deposits