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    • Home
    • Online Application
      • Online Account Opening
      • Deposit Notice
      • Withdrawal Notice
      • Individual RPQ
      • Derivative Pdt Assessment
      • PI Recognization
      • More Online Forms
    • Login
      • Login in HK (HK Stocks)
      • Login in PRC (HK Stocks)
      • All Trading Platforms
    • Download
      • Trading Platform
      • Form-Docs.
      • Fees-Charges
    • 繁體
    • 简体
  • Home
  • Online Application
    • Online Account Opening
    • Deposit Notice
    • Withdrawal Notice
    • Individual RPQ
    • Derivative Pdt Assessment
    • PI Recognization
    • More Online Forms
  • Login
    • Login in HK (HK Stocks)
    • Login in PRC (HK Stocks)
    • All Trading Platforms
  • Download
    • Trading Platform
    • Form-Docs.
    • Fees-Charges
  • 繁體
  • 简体

Family Wealth Managemen

CIS Family Wealth Management Limited is a licensed insurance broker company in Hong Kong. Our management team has substantial operations and management experience in insurance and financial industries for ten years. CIS Group's associated company, WRise Financial Service Limited, is also a professional licensed insurance broker in Hong Kong, with specialization in execution of various insurance policies and solution with numerous insurance companies.


  

(1)Trust 


(2) Family office (SFO), Multi Family Office (MFO) and Family OFC 


(3)Whole life insurance plan, critical illness plan, medical plan, savings plan and investment linked assurance scheme with different insurance companies in both Hong Kong, Macau and Singapore respectively;


(4) Hong Kong annuity plan, voluntary health insurance scheme;


(5) Premium financing of insurance plan;


(6) Hong Kong Mandatory Provident Fund Scheme;


(7)  General insurance protection e.g. motor vehicle, travel, fire, employee, third party liability insurance etc. 

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