Hong Kong is now one of the safest and most highly regulated places to gain investment advice and financial planning services. This makes it a perfect environment for the purchase of savings plans or investment plans for any of your needs: education fees planning, retirement planning, pension plans or simply saving for a ‘rainy day’.
We are legally registered in the Hong Kong Confederation of Insurance Brokers (CE: 263) since 1999 and the Mandatory Provident Fund Authorities (IC: 000634) respectively.
Mr. Simmonds Leung, our Chief Executive and Investment Director, is an approved Investment advisor (CE: 00367) by the Securities and Futures Commission (SFC) of Hong Kong under the compliance of SFC Ordinance. ?Anyone who wants to be an authorized Insurance Broker and investment adviser in Hong Kong must be registered in the Hong Kong Confederation of Insurance Brokers (CIB or PIBA) and the Securities and Futures Commission.
There are many regulations that protect the international community when making investments. Many of our products are offshore and based in the Isle of Man or Guernsey. Unlike many other policyholder protection schemes, the Channel Island's system operates globally, covering investors no matter where they reside. Importantly, in the event of a default, the scheme offers compensation to policyholders of up to 90% of amounts due to them, funded by a levy on all life insurance companies operating in the Channel Islands. For further information on the Isle of Man’s regulations please take time to visit the website of the Insurance and Pensions Authority (IPA), |
