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SoFi FAQ arrow Professional Investor Application arrow 1What does it mean to be a Professional Investor ?

Think of it as a “VIP” status for experienced investors. It refers to an individual holding a portfolio of at least HKD 8 million (or its equivalent foreign currencies), as defined in Section 5 of the Securities and Futures (Professional Investor) Rules.

This portfolio can include:

  • Cash and deposits
  • Securities 

in your bank or investment accounts (individually or in combination).

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