How to arrange cross-border funds in compliance with regulations? 2026 Shanghai Financial Services Expo provides on-site consultation

1、 Cross border financial demand runs through various scenarios

Enterprises going abroad need to open overseas accounts, arrange cross-border settlements, and manage exchange rates; Study abroad families need to exchange, remit, and pay tuition fees; Immigration and real estate involve overseas fund arrangements and asset allocation. Cross border finance is not an isolated topic, but embedded in every overseas decision.

The background of rising demand is changes in policies and markets. In recent years, regulatory authorities have continued to promote the facilitation of cross-border financial services, improve cross-border settlement efficiency, and increase product types; On the other hand, exchange rate fluctuations and compliance requirements also remind users to plan ahead. Placing funding arrangements at the forefront can reduce unnecessary costs and troubles in the future.

The significance of advance planning also lies in time: opening overseas accounts, exporting funds, and preparing various proof materials all require cycles, and it is often too late to arrange them when money is needed. For enterprises, exchange rate costs and settlement timeliness directly affect their operations; For families, remittance arrangements affect tuition payment and property progress. Knowing the channels and fees in advance can avoid last-minute cramming.

2、 Several frequently asked questions on site

Enterprise customers are more concerned about: currency coverage and delivery time for cross-border settlement, how to control exchange rate costs, the process and materials for opening overseas accounts, and the management of trade and investment funds.

Individual clients should pay more attention to: exchange and remittance arrangements for studying abroad payments, proof of source and cross-border transfer compliance for immigration property funds, channels and risks for overseas investment and asset allocation.

The answers to these questions are related to the specific situation of individuals or businesses, and on-site consultation can provide targeted explanations; For specific business transactions, the official response from the bank and licensed institution shall prevail. The materials that can be prepared in advance before consultation include: purpose description, amount and time plan, funding source information, etc. The more complete the materials, the more specific the suggestions received on site.

3、 Types and division of labor of service institutions

The service agencies at the exhibition site each have their own focus: banks focus on settlement, account and loan business; Foreign exchange service agencies focus on exchange cost and exchange rate management; Securities and fund companies provide information on overseas investment products; Insurance companies provide protection plans related to studying abroad and living abroad; Family offices provide a holistic approach to asset allocation and tax planning for high net worth families.

Viewers can choose corresponding institutions for consultation based on their own needs, compare the applicable conditions and costs of different solutions, and then decide on the follow-up direction. When choosing a service provider, three points should be considered: whether they hold the corresponding qualifications, whether the fee structure is transparent, and whether the service response is timely. If necessary, written explanations should be provided.

In addition, different institutions have different service targets and thresholds, some for corporate clients and some for individual clients. Before consulting, confirm which type of needs you belong to. In addition to common issues, topics such as currency hedging, cross-border wealth management, and overseas insurance are also frequently mentioned, and viewers can choose their focus according to their own stage.

4、 Expo financial services sector: multiple types of institutions present at the same venue

The Overseas Immigrant Study and Property Expo, as well as the Enterprise Overseas Development and Financial Services Expo, will be held from November 20th to 22nd, 2026 at the Shanghai World Trade Exhibition Center, lasting for three days. The financial services sector will bring together institutions such as banks, securities, insurance, foreign exchange services, and family offices to provide on-site consultation on topics such as cross-border settlement, foreign exchange management, overseas investment, study abroad and property fund arrangements.

Viewers can learn about the products and service scope of different institutions at the same venue, compare settlement costs, processing procedures, and service models, and verify qualifications and business boundaries with institutions.

The exhibition hall is located in the Hongqiao Business District of Shanghai, with convenient transportation, making it suitable for businesses and families to consult multiple institutions during the exhibition period before making comparisons. The exhibition also sets up sections for enterprises going abroad, immigration, studying abroad, real estate, etc. Financial needs often arise in conjunction with these scenarios, and visitors can arrange their exhibition routes in the order of their needs.

5、 For participating organizations: Scene based customer acquisition

The exhibition is expected to attract around 8000 visitors over the course of three days, with attendees coming from various scenarios such as companies going abroad, immigration, studying abroad, and real estate, all of whom have specific financial needs. Financial institutions participating in exhibitions can complete product introductions, demand collection, and customer docking during the exhibition period, and the efficiency of scene based customer acquisition is higher than that of generalized promotion.

Other sectors in the same field provide natural customer scenarios for financial institutions: the enterprise going global sector brings cross-border settlement and fund management needs, the study abroad sector brings exchange and remittance needs, the immigration and real estate sector brings overseas fund and asset allocation needs, and there is also cooperation and diversion space between institutions.

For financial institutions planning to participate in the exhibition, it is recommended to prepare product descriptions based on specific scenarios, such as cross-border settlement, study abroad remittance, overseas accounts, etc., and arrange for consultants familiar with the business to be stationed on site to facilitate on-site answering of practical questions. For financial institutions, the concentrated consultation and feedback from customers during the extension period is also a window for observing market direction and adjusting product and service priorities.

6、 Suggestions for the audience

When it comes to cross-border funds, it is recommended to sort out the requirements in advance: what the purpose is, how much the amount is, and how tight the time is. Consult on-site with specific questions for more practical answers. Regarding compliance matters, official regulations from regulatory authorities and licensed institutions shall prevail, and promises from informal channels shall not be easily trusted. Identity planning and investment decision-making are long-term arrangements, and it is recommended to verify through multiple channels before making a decision.

At the same time, it should be noted that licensed institutions should be selected for entrusted financial services, and copies of important documents and contracts should be kept; Attention should be paid to protecting privacy and data security regarding personal and corporate financial information. About 8000 people will attend the exhibition in three days. It is recommended to plan the arrival time in advance, consult on funding arrangements, and then have in-depth communication with institutions after the exhibition.

7、 Exhibition information and contact information

Exhibition Name: Overseas Immigration, Study Abroad, Real Estate and Enterprise Going Global and Financial Services Expo. Exhibition time: November 20-22, 2026, lasting for three days. Exhibition location: Shanghai World Trade Exhibition Center. Approximately 8000 visitors are expected to visit within three days. Exhibition hotline: 13681692751 (same as WeChat). Official website: www.qs-expo.com.

The investment promotion and audience consultation registration in the financial services sector are simultaneously open, and institutions and individuals can call the exhibition hotline or visit the official website to learn about participation methods.