Convoy Financial Group and its major subsidiaries jointly provide you a wide range of services for your financial and investment needs.
| Subsidiary | Service | Scope |
| Convoy Financial Services Limited (A member of Professional Insurance Brokers Association and registered as an Mandatory Provident Fund Corporate Intermediary) | - Financial planning services
- Risk management
- Retirement planning
- Estate planning
- Mortgage Referral
| Offer superb quality wealth management services by scheming tailor-made financial plans and reaping optimal returns from their investments. Help clients gain access to all mortgage products offered by nearly 30 banking and financial institutions; Offer them a detailed analysis on the features plans for the most suitable one. |
| Convoy Asset Management Limited (Licensed by the Securities and Futures Commission of Hong Kong for Type 1, 4 and 9 regulated activities) | - Discretionary Portfolio Management Service
- Investment Funds
- Nominee Services
- Portfolio Management Services
- Discretionary Management Accounts
| Enable clients who wish to enhance their investment return by strategic asset allocation and management. Enable clients to subscribe to different investment portfolios and services according to their risk appetite and preferences. |
| Convoy Investment Services Limited (Licensed by the Securities and Futures Commission of Hong Kong for Type 1, 2 and 4 regulated activities) | - Trading services for Securities, Futures, Options, and Funds
- Dealing with Securities and Futures contracts
- Securities-related advice
- Investment Immigration Services
| Provide convenient and excellent Securities trading services, and reliable Internet trading platform. Assist clients to apply for the Hong Kong Capital Investment Entrant Scheme as a one-stop consultancy agent. |
Product Range
Investment-linked Assurance Scheme
Investment Linked Assurance Scheme (ILAS) is designed to let you benefit from the investment growth while with life protection. It offers a flexible subscription and an array of fund choices under a single investment platform for you to manage your portfolio at ease.
Investment Funds Distribution
We offer a wide range of investment funds from well-known fund management companies through our Nominee platform -Kerberos (Kerberos (Nominee) Limited is an Associated Entity of Convoy Asset Management Limited within the meaning of The Securities and Futures Ordinance (Chapter 571 of the laws of Hong Kong)). We have appointed a licensed bank as our fund distribution support service provider, custodian and cash management bank to ensure our clients in Kerberos Nominee always enjoy world class services and securities.
Discretionary Portfolio Management Service (DPMS)
Discretionary Portfolio Management Service allows you to entrust management of your investment portfolio to our professional investment team and enjoy access to a diverse and innovative array of investment formulas. Having full discretion means we can respond quickly to risks and opportunities in the markets as they surface.
Traditional Life Insurance – Term Insurance, Endowment, Whole Life Insurance, Annuities, etc
Term Life Insurance offers secure protection for a specific period at a competitive cost, whereas Whole Life Insurance offers accumulated cash value over time that may be used to fund important expenses later in life. Endowment Insurance matches your financial goals at different stages of life and provides a relief for your beloved ones in case of death. The sum assured of all life insurance plans will be paid upon maturity or death during the coverage period. Annuities is one of the protection plan which can provide you a steady income flow at your option.
General Insurance
Other insurance products, like travel insurance, home insurance and accident insurance are designed to fit your specific needs. Each product provides you with protection for those unexpected events.
Mandatory Provident Fund Scheme
Mandatory Provident Fund (MPF) is the base of your retirement protection. It is worth to keep an eye on your MPF performance to enhance your retirement protection. Regular review and adjustment on your investment portfolio are essential for long term investment. Thus, a long term financial planning partner always plays a significant role to facilitate you to achieve your ideal retirement life.
Mortgage Referral Service
There are a wide variety of different mortgage plans available in the market and it is very time consuming to thoroughly understand every plan. However, through Convoy you can gain access to all mortgage products offered by nearly 30 banking and financial institutions. Moreover, we can offer you a detailed analysis on the features of different plans and help you select the most suitable plan.
Immigration Consultation Services
Convoy Investment Services Limited provides professional immigration consultation services which assist clients to apply for the Hong Kong Capital Investment Entrant Scheme (CIES). We act as a one-stop consultancy agent: from performing preliminary CIES assessment to the receipt of the Hong Kong Identification Card. Other services which include assets appraisal, application submission, investment arrangement and annual reporting etc will also be part of the consultancy service package. By engaging our service, clients could obtain their Hong Kong residency in a worry-free process and enjoy the advantages and benefits under the 'One Country Two Systems'.
Securities
Our clients can trade Hong Kong listed shares and warrants and Callable Bull / Bear Contracts via our online platform convoyinvest.com. By providing real-time stock price quotes and market news, Convoy Investment Services Limited keeps clients up-to-date on latest market movements.
Futures and Options
Convoy Investment Services Limited offers a wide range of services on futures trading, covering Hang Seng Index Futures, Mini Hang Seng Index Futures, H-shares Index Futures, Mini H-shares Index Futures, foreign stock index futures, metals, currencies and energy futures. Through our online trading platform, clients can trade futures products available on the Hong Kong Stock Exchange, Chicago Board of Trade, Chicago Mercantile and New York Mercantile Exchange. Convoy Investment also offers local stock futures and index options to give choices to clients for diversifying investment risk in their portfolios.
Securities and Futures
As a client, if you wish to make your own investment plan, Convoy Investment Services Limited is a good platform for you to show your talents. In addition to our totally personalized service, our strong research database and backup can surely add value to your investment. Our professional team can help you with the following:
- Dig through the research database and find something that fits your plan
- Direct your questions to our Analysts
- Periodically review your investment performance and suggest appropriate strategies
In short, we will not share your investment results, but your joy and happiness from them.
