CIR

Current

Guidance on Selling of Accumulators

Issue Date:

14 Mar 2025

20250317-1-EN.pdf (130.2 KB)

Topic:

Wealth Management & MPF - Securities/investment products

Group: All Authorized Institutions

• Directly related Document
• Cross referenced Document
• Version History
• Superseded Document

Directly related Document

• Annex

  Current

  14 Mar 2025

  Annex 1 - Regulatory requirements on selling of accumulators
• Annex

  Current

  14 Mar 2025

  Annex 2 - Previous guidance superseded

• CIR

  Archive

  07 Mar 2014

  Foreign Exchange Accumulators (“FX accumulators”) and Non-leveraged Renminbi (“RMB”)-Linked Deposits
• CIR

  Archive

  07 Mar 2014

  Foreign Exchange Accumulators (“FX accumulators”) and Non-leveraged Renminbi (“RMB”)-Linked Deposits
  
  Annex 1: Framework for AIs’ assessment of customers’ expected exposure to FX accumulators
• CIR

  Archive

  07 Mar 2014

  Foreign Exchange Accumulators (“FX accumulators”) and Non-leveraged Renminbi (“RMB”)-Linked Deposits
  
  Annex 2: Example of a FX structured product that should be classified as an accumulator
• CIR

  Archive

  31 Oct 2011

  Rationale for Selling of Accumulators
• CIR

  Archive

  22 Dec 2010

  Selling of Accumulators

Directly related Document

• Annex

  Current

  14 Mar 2025

  Annex 1 - Regulatory requirements on selling of accumulators
• Annex

  Current

  14 Mar 2025

  Annex 2 - Previous guidance superseded

Cross referenced Document

Version History

Superseded Document

• CIR

  Archive

  07 Mar 2014

  Foreign Exchange Accumulators (“FX accumulators”) and Non-leveraged Renminbi (“RMB”)-Linked Deposits
• CIR

  Archive

  07 Mar 2014

  Foreign Exchange Accumulators (“FX accumulators”) and Non-leveraged Renminbi (“RMB”)-Linked Deposits
  
  Annex 1: Framework for AIs’ assessment of customers’ expected exposure to FX accumulators
• CIR

  Archive

  07 Mar 2014

  Foreign Exchange Accumulators (“FX accumulators”) and Non-leveraged Renminbi (“RMB”)-Linked Deposits
  
  Annex 2: Example of a FX structured product that should be classified as an accumulator
• CIR

  Archive

  31 Oct 2011

  Rationale for Selling of Accumulators
• CIR

  Archive

  22 Dec 2010

  Selling of Accumulators

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