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2026-09-28 10:49:19
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Enterprises going abroad and families immigrating and buying properties cannot do without the support of financial services. How to legally export funds, arrange foreign exchange, open accounts, and manage wealth are becoming increasingly common issues faced by both businesses and families. At the Shanghai World Trade Exhibition Center from November 20th to 22nd, 2026, financial services will be presented as an important component of the 'Overseas Immigration, Study Abroad, Real Estate, and Enterprise Going Global and Financial Services Expo'.
1、 Core concerns of cross-border finance
-Compliant exit: Funds leaving the country must comply with foreign exchange management regulations, follow standardized channels, and not split or bypass.
-Account and settlement: Opening domestic and international accounts, cross-border payment and settlement arrangements are common basic needs for enterprises and families.
-Wealth management: Asset allocation and tax considerations under arrangements such as identity, real estate, and education require a professional perspective.
-Risk management: Strategies for responding to exchange rate fluctuations and policy changes, with earlier planning being more proactive.
For enterprises, cross-border fund compliance is a hard constraint, and fund arrangements are often closely related to project pace; For families, wealth management and tax arrangements need to be considered in conjunction with scenarios such as identity, property ownership, and education. Although the two have different needs, they both point to the same core: establishing cross-border arrangements on a compliant basis.
The emphasis on financial services differs between businesses and households. Enterprises pay more attention to the connection between capital outflow and compliance filing, the efficiency of cross-border payment and settlement, the arrangement of project funds and profit repatriation, as well as exchange rate and credit risk management; Families are more concerned about financial compliance, tax declaration, wealth inheritance, and insurance arrangements. Both need to prioritize 'compliance' before discussing efficiency and profitability. At the exhibition site, you can consult separately based on your own type and handle common and individual issues separately.
2、 What can the financial services sector bring
-Centralized docking with service providers: Banks, wealth management, taxation, insurance and other institutions can compare at the same time to reduce the cost of multiple docking.
-Face to face evaluation plan: Communicate with professionals about financial, tax, and wealth arrangements based on one's own situation, and clarify any doubts.
-Linkage with enterprises going global and immigration real estate: Financial services run through various sectors, making overall arrangements more efficient.
-For participating institutions: Among the approximately 8000 visitors in three days, including business owners and high net worth families, the customer base is precise and the intention is concentrated.
Whether it's companies going global or families immigrating and buying properties, finance and compliance are often the first steps. It is recommended that the audience bring specific questions to the venue, consult with service agencies based on their own scenarios, compare the service scope and professional focus of different agencies, and then make a choice.
The compliance points are also worth clarifying in advance: whether the funds are exported through standardized channels, whether they are processed according to the real transaction background, and whether the account opening is complete and meets the material requirements are all common high-frequency issues. When encountering uncertain links, instead of exploring on your own, it is better to confirm face-to-face with banks and professional institutions at the exhibition. Putting funds, taxes, and wealth arrangements on one platform for clarification can not only reduce communication costs, but also help businesses and families make sound plans earlier.
3、 Exhibition Information
Exhibition Name: 2026 QSE (Shanghai) 32nd Overseas Property, Immigration and Study Abroad Exhibition and 2026 ODI (Shanghai) 32nd Enterprise Going Global and Cross border Cooperation Exhibition (held concurrently with the Overseas Immigration, Study Abroad, Property and Enterprise Going Global and Financial Services Expo)
Time: November 20-22, 2026, for a period of three days
Location: Shanghai World Trade Exhibition Center (No. 99 Xingyi Road, Changning District, Shanghai)
Scale: Approximately 8000 professional visitors are expected to attend within three days
Coverage sections: Overseas real estate, immigration, study abroad, overseas investment, enterprise going global, cross-border financial services
Exhibition Hotline: 13681692751 (same as WeChat)
Official website: www.qs-expo.com
Conclusion: Cross border arrangements prioritize funding and compliance. Clarify the requirements and thoroughly inquire about the plan in order to proceed more steadily. In November 2026, the financial services section of the Shanghai World Trade Exhibition Center welcomes on-site exchanges between enterprises, high net worth families, and service institutions.