- outbound, QDII, QDII2, Quota, Regulators
QDII2 & Co.
As 2021 gets into full swing, new outbound opportunities are emerging. Last year ended with substantial new QDII quota, and the Greater Bay Area Wealth Management Connect mouthful nears realization. More under the radar – but potentially more impactful – is the resurfacing of QDII2, another individual-quota program.
In this month’s Strategic Outlook, we revisit the concept and unpack how it might look in the present outbound context. Even as the opening onshore market hogs the spotlight, outbound can still reward those managers that are patient and persistent. QDII2 may be the next place to watch.
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