Overview
Established in 2007, CIS Group* is firmly rooted in Hong Kong and specialized in global finance. Our management has over 30 years of experience in the fields of capital market, wealth management, funds, securities, insurance, and bank etc. The Group has embraced its core values - "Courageous", "Innovative”, and "Open" to actively develop diversified asset allocation services and provide professional, reliable, and comprehensive one-stop wealth management services for high-net-worth individuals and institutional clients in China, Hong Kong, and the Asia-Pacific region.
We proactively develop a more diversified all-in-one financial services platform, and endeavor to provide a comprehensive and value-added products and services to our clients and partners. We have established six core businesses within 10 years’ time. The scope of business includes:
（1）Asset Management
（2）Investment Banking Service
（3）Family Wealth Management
（4）Hong Kong Fund Platform
（5）Structured Finance
（6）Proprietary International Services
We established a well-structured and professional business model that comply with all the relevant and applicable laws, regulations, and licenses in Hong Kong. Our members have obtained below licenses and qualifications,
(1) Licenses issued by Securities and Futures Commission of Hong Kong for Dealing in securities (Type 1), futures contracts (Type 2), advising on securities (Type 4), and asset management (Type 9)
[CE No. API164];
(2) Participant of The Stock Exchange of Hong Kong;
(3) Insurance Broker License issued by Insurance Authority [Membership No: FB1285];
(4) Registered MPF Intermediary [MPF Registration No.: IC001133];
(5) Money Lenders License [License No.: 0367/2025];
(6) Participant of Central Clearing and Settlement System [CCASS ID: B01849];
* CIS Group Limited, CIS Securities Asset Management Limited, CIS Family Wealth Management Limited, CIS Immigration Consultancy Limited, CIS International Services Limited, CIS Finance Limited, CIS Investments Limited, 順安投資服務（深圳）有限公司 (Chinese name only) and all of their holding companies and subsidiaries are collectively referred as CIS Group, CIS, or the Group.
Our Brand
In 2018, the Group adopted a brand new image and mission statement: “Your Partner．Your Future”. This concept has been incorporated into all aspects of our business. Over the years, the Group has been staying at the forefront of the industry by expanding its portfolio, upgrading its platform and providing insightful analysis. We have been trusted by our clients with our seamless one-stop service and credibility, while our in-depth market insights also help clients stay ahead of the curve in their investment, achieve their investment goals and build a bright future.
Mission & Values
Ambition
Ambition
Ambition
To achieve our ambition of Your Partner．Your Future” of providing an all- rounded and diversified investment platform for our clients to seize all investment opportunities and build their wealth.
Mission
Ambition
Ambition
We are committed to providing our clients with “Professional”, “Reliable” and “Comprehensive” products and services.
Values
Ambition
Values
We advocate “Courageous”, “Innovative” and “Open” as the enterprise core values.
Courageous: Be courageous to encounter change and challenge to be a market leader
Innovative: Be innovative to develop solution and service
Open: Be open to listen and express to all parties
Milestones
Corporate Update
CIS Main Official Communication Platforms
WeCom
WeCom
WeCom
CIS順安專服
*Chinese name only
WeCom
WeCom
WeCom
CIS順安官微
*Chinese name only
CIS順安客服
*Chinese name only
CIS順安專服
*Chinese name only