Hong Kong wealth management company situation from Hong Kong Stock Exchange(00388)It has been two and a half years since CEO Xiaojia proposed that "Hong Kong needs to gradually become China's largest overseas wealth management center",Hong Kong is undoubtedly getting closer to this goal。An obvious trend is,More and more mainland customers are investing in Hong Kong’s wealth management market,Trying to find ways to add value to their assets。
in this process,Chinese securities firms are also familiar with the mainland、Hong Kong has become the choice of more high-net-worth individuals。A smokeless war is going on,How can various brokerages win this battle??A glimpse of the concepts and practices of Zhongtai International Wealth Management Department。
Situation 1 of a wealth management company with No. 49 license plate transferred by Dong400.gif、License 9:Provide asset management and manageable funds:CanmanageCIS/Fundormanageda/c,and)4:Advising on securities II、License conditions and restrictions(Please explain)-Not allowed to hold client assets - licensees can only provide services to professional investors1、Ltd. History:20162、Office location:Kowloon 3、office lease:HKD about 50004、Number of shareholders:1and(Have a holding structure)5、Date of most recent financial statement:20176、RO number and salary:2RO,Part-time job: 40,000/month/person,Can stay and buyer pays salary7、Net Asset Value NAV/cash:About 150,000 equivalenttocashamount8、There are 9 bank accounts、The reason for the sale has changed.,For sale at a combined price of three、Trading Conditions Equity Change Period,RO salary shall be borne by the seller 1. After confirming the transaction conditions。
The buyer and seller need to sign a letter of intent 2. After the buyer pays a 20% deposit to the seller,Can start due diligence 3. Pay 40% of the second installment deposit and sign the sale and purchase agreement 4. After being approved by SFC,Pay the balance of transfer price (40% + NAV),Complete the transaction. Other remarks: Remark. This brand can be used to issue fund products.,Manage funds,clean,Can be used for Qianhai projects,Investment immigration and financial management,Special account financial management,Private Equity PE,Private banking funds (EAM), etc.。
Canmanagefund/CIS/EAM…etc.Guangdong-Hong Kong financial license.gif China City Bank and Trust obtained Hong Kong 4、9Zhongcheng Yinxin, a new starting point for overseas investment layout, has officially obtained the license from the Hong Kong Securities Regulatory Commission.(SFC)Issued No. 4、9license plate。Since then,Zhongcheng Yinxin will be able to provide customers with professional and diversified cross-border asset management services based on a global perspective.。
future,Zhongcheng Yinxin will develop a complete asset allocation plan based on the specific needs of customers.,Zhongcheng Yinxin is committed to integrating the group's high-quality resources、Connect domestic and overseas resources,Strive to make Zhongcheng Yinxin a global provider of asset management and wealth management services。”
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