Established in 2007, CIS Group* is firmly rooted in Hong Kong and specialized in global finance. Its management has over 30 years of experience in the fields of funds, securities and insurance. 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 mid- to high-end clients and institutional clients in Hong Kong and the Asia-Pacific region.
The Group strives to provide a one-stop tradition and online investment platform to our clients and partners. We have established six core businesses within 10 years’ time. The scope of business includes:
(1) Securities & Asset Management
(2) Equity & Debt Capital Market
(3) Insurance & Wealth Management
(4) Capital & Equity Investment
(5) Money Lending
(6) Immigration Service
The Group always commits itself to our clients and partners. We established a well-structured business model that comply with all the relevant and applicable laws, regulations and licenses in Hong Kong. Its 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: FB 1770];
(4) Registered MPF Intermediary [MPF Registration No.: 1086] ;
(5) Money Lenders License [License No.: 0463/2021]
*CIS Group Limited, CIS Securities Asset Management Limited, CIS Wealth Management Limited, CIS Immigration Consultancy Limited, CIS Finance Limited and all of their holding companies and subsidiaries are collectively referred as CIS Group, CIS, or the Group.
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.
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.
We are committed to providing our clients with “Professional”, “Reliable” and “Comprehensive” products and services.
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
To build a better relationship and provide an up-to-date market information and insight with our clients, CIS has launched a brand new “CIS Live Streaming Channel” in early 2020.
In late 2019, CIS new office grand opening was officially opened. We have invited all our honorable guests, such as financial advisors, brokers, business partners, fund houses partners and valuable clients to celebrate and witness the precious moment with us.
CIS awarded “The Best SME Partners- Financial Investment Services Award 2019 by Hong Kong Economic Digest Magazine. Mr. William Chu, Executive Director of CIS Group gained it from Mr. Albert PK LAU, President of Hong Kong Small and Medium Enterprises General Association. “We are honored and privileged to receive this award, which affirms our continued efforts to provide highest standards of services to our clients and partners. In the future, we will continue to develop professional, reliable and comprehensive asset allocation services and products to our business partners.” said Mr. William Chu.
CIS Annual Investment Forum 2018- “AI．Fintech” invited a group of guest speakers from AQUMON, Meixin Federation Global, Paladin Equity Investment Co.Ltd and WaterBear Group to share their insight on the “AI and Fintech Trend”.
This year, CIS invited a group of guest speakers Mr. Andrew Look, Chief Investment Officer of Dong Feng Investment & Wealth Management; Mr. Ronald Yeung, Business Development Director of China Asset Management (Hong Kong) Limited and Ms. Kelly Tong, Senior Manager of Mutual Fund Sales & Distribution of Principal Investment & Retirement Services Limited to have a panel discussion on Funds and the market trend.