The demand for cross-border financial services is growing, and the 2026 Financial Services Expo is connecting overseas account opening and global asset allocation

1、 Cross border finance is becoming the 'infrastructure' for going global and family planning

Whether it's companies going abroad or families' immigration, study abroad, and property arrangements, they all rely on the support of cross-border finance. Overseas company account opening, cross-border fund transfer, foreign currency financing, study abroad payment, overseas home purchase loans, asset allocation and other needs all require professional financial services to undertake. Cross border finance is transforming from an optional service to an essential component for an increasing number of cross-border households.

2、 Common content of cross-border financial services

Cross border finance covers a wide range of areas. At the account level, including opening overseas accounts, preparing documents, and conducting compliance audits; At the payment level, it involves cross-border remittance, tuition and payment for goods, and exchange rate management; At the financing level, including overseas property loans, foreign currency financing for enterprises, etc; At the level of asset allocation, it involves the combination arrangement of different markets, currencies, and asset categories.

These services are often interrelated. For example, a family's overseas property plan may involve both overseas accounts and fund transfers, as well as loan and tax arrangements; A global enterprise may require both cross-border payment channels and foreign currency financing support. The systematization and coherence of services will directly affect the smoothness of overall arrangements.

3、 Common cross-border financial needs

-Overseas account. Enterprises and individuals often need to open overseas accounts during cross-border operations, study abroad, and property purchases, which involves account opening channels, information requirements, and compliance processes.

-Cross border payments and transfers. Tuition fees, loans, fund transactions, etc. require secure and compliant payment channels and exchange rate management.

-Financing and loans. Overseas property loans, foreign currency financing for enterprises, etc. need to be connected with suitable financial institutions and products.

-Asset allocation. Under the goal of risk diversification and rational allocation, understanding information on different markets and asset classes can help households and businesses make more appropriate arrangements.

4、 How to choose service providers and compliance tips

When choosing a cross-border financial service institution, it is recommended to pay attention to several points: whether the institution has the corresponding qualifications and compliance records, whether the service scope matches its own needs, whether the fee structure is clear, and whether subsequent communication and services are smooth. Qualification and compliance are particularly important for services involving funding and identity arrangements.

Meanwhile, cross-border finance often involves regulatory requirements from different countries and regions. Families and businesses should maintain compliance awareness and avoid neglecting necessary declaration and compliance processes due to insufficient information. For complex financial arrangements, it is advisable to consult several institutions and compare before making a decision.

5、 Frequently Asked Questions and Answers

Many families and businesses have common questions about cross-border finance. For example, what documents are required for opening an overseas account and how long is the usual cycle; What should be paid attention to in terms of exchange rate and amount for cross-border remittance; Can overseas properties obtain loans and what are the conditions; Does asset allocation require assistance from professional institutions. There is no unified answer to these questions, and they often depend on specific needs and conditions.

At the Expo site, visitors can consult different institutions based on their own situations, compare similar issues together, and more easily see the differences and applicable conditions of different services.

6、 What does the Financial Services section of the Expo offer

The financial services section of this expo gathers institutions in the fields of cross-border banking, wealth management, foreign exchange, and payments, and organizes exhibitions and consultations around topics such as overseas account opening, cross-border payments, financing loans, and asset allocation. Viewers can gather on-site to learn about the service scope and applicable conditions of different institutions, in preparation for subsequent communication.

Financial decision-making involves fund security and compliance, and relevant services should be arranged by institutions with corresponding qualifications, based on their own needs and risk tolerance. It is not advisable to make decisions based solely on single information.

7、 The value of institutional exhibitions

For financial institutions, the Expo provides an opportunity to have concentrated exposure to overseas enterprises and high net worth families. It is expected that there will be a total of about 8000 visitors in three days, including a large number of customers with cross-border financial service needs. Exhibiting helps institutions showcase their professional abilities, establish trust, collect demand leads, and form cross disciplinary cooperation with other sector institutions.

8、 About this Expo

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, with a duration of three days. The expo is organized around five major sections: enterprise overseas expansion, immigration, study abroad, real estate, and financial services. For exhibition and visiting inquiries, please call the exhibition hotline 13681692751 (same as WeChat) or visit the official website www.qs-expo.com.