Make sense of legacy planning
You might have many types of assets, and some of them are not easily separated. Get a better understanding of legacy laws and concepts to plan your inheritance.
How to achieve your legacy goals
You need to fully understand your legacy needs to find the right product.
Start your financial health check
To see what to do next, first evaluate your financial situation.
Products geared towards inheritance planning
Investment products (in Chinese only)
We offer a wide range of investment options that match your investment objectives and experience to help you achieve your financial goals for wealth inheritance planning.
Third-party distributed insurance products
We offer a variety of portfolio with guaranteed returns and flexible combinations to meet your legacy needs, and provide a solid backing for you and your family.
Request call back
Want to prepare your legacy but not sure where to start? Leave your contact information and we will call you back within 1-2 working days.
General enquiry on personal financial related service
Please dial the country code of mainland China +86 if you are calling from overseas, Hong Kong SAR, Macau SAR, or Taiwan
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Managing and growing your wealth
Learn more about how to accumulate wealth so you can enjoy your life and provide for those you care about, even in the event of an accident.
Looking after your family
Your family is the most important thing in life. Protect them with a comprehensive family wealth management plan that will give you more confidence in the future and make you feel more secure today.
Planning for retirement
A good life after retirement depends on more than just saving enough money. Consider asset protection programs to ensure safe and secure income after retirement.
Funding your children’s education
Whether you have a child on the way, or one that is ready to attend university overseas, you can plan and build an education fund to help them reach their greatest potential.