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Portfolio Maintenance Requirement

Portfolio maintenance and ring-fencing requirements will be imposed to ensure that the entrant does not reduce his investment commitment while he is permitted to stay in Hong Kong under the Scheme. For investment on financial assets, the entrant is required to transact only in the permissible investments listed in paragraph (II) on page "Permissible Investment Asset Classes" in the designated account opened with a single financial intermediary Note. Details of the requirements are set out in the Rules for the Capital Investment Entrant Scheme (the Scheme Rules) [ID(E)968 (English version) or ID(C)968 (Chinese version)]. An entrant is required to undertake in the application form to the effect that he agrees to abide by the Scheme Rules whilst remaining in Hong Kong as an entrant under the Scheme (the Undertaking).

Note The financial intermediary must be an authorized institution as defined in the Banking Ordinance or a licensed corporation licensed to perform Type 1, 4 or 9 regulated activities under the Securities and Futures Ordinance.
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