Online consultation for private wealth management

I. Service Name:

Online advisory services for private wealth management and global asset allocation

II. Scope of Services:

- Global asset allocation optimization: Asset allocation strategies spanning multiple countries and currencies to reasonably reduce tax burden and optimize returns.

- Asset protection and risk isolation: Through trust structures, insurance instruments, and legal isolation mechanisms, ensure that assets are protected from the threat of company bankruptcy, marital changes, or litigation.

Intergenerational wealth transfer planning: cross-generational asset protection, tax-efficient wealth transfer, and flexible beneficiary arrangements.

- Privacy Protection and International Compliance: Leveraging the legal frameworks of multiple jurisdictions including Singapore, Bermuda, and Canada, we provide secure and compliant privacy protection solutions.

- Offshore Insurance Solutions: Offshore policy consultation in Singapore, Canada, and Bermuda (Parkview is one of only three brokerage firms in Hong Kong that can provide offshore policy services).

- Insurance Partner Program: A selection of products from top international insurance institutions such as Manulife, AXA, AIA, FWD, Sun Life, and Prudential.

- Corporate Capital Development Consulting Services: Comprehensive corporate analysis, financing plan design, mergers and acquisitions services, and capital strategy optimization.

- Comprehensive wealth management solutions: global asset allocation, tax optimization and compliance structuring, and all-round risk management

III. Target audience:

- High-net-worth individuals with assets in multiple countries and complex financial structures

- Entrepreneurs and investors who need global asset allocation and risk diversification

- Families seeking asset protection through offshore insurance, trusts, and other instruments

- Individuals facing business or marital risks who require asset protection solutions.

- High-net-worth families planning intergenerational wealth transfer

IV. Service Format:

Online one-on-one professional consultation, provided by a team of wealth management leaders with 44 years of financial experience, offering 45-60 minutes of asset assessment and allocation advice. A preliminary asset allocation framework and follow-up plan suggestions are provided after the consultation.

V. Online Consultation Channels:

- WhatsApp video/voice consultation: +852 6845 1867

- WeChat voice/video consultation: Palich2024-NC

- Email inquiries: [email protected]

- An advisor will contact you to arrange consultation after you submit the online inquiry form.

VI. Main Entities of Offline Physical Service Stores:

- Store Name: Parich Group Limited - Flagship Office Centre in Tsim Sha Tsui

Store Address: Room 1209, Tower 2, New Town Centre, 30 Canton Road, Tsim Sha Tsui, Kowloon, Hong Kong

- Offline support services: In-depth asset valuation consultations, insurance plan signing and policy signing, trust structure establishment, investment portfolio allocation and execution, and regular investment portfolio evaluation reports.

VII. Disclaimer for Consulting Services:

1. The fee of USD $9.9 for this online consultation is only for the initial consultation and assessment and does not include any subsequent fees such as insurance purchase, trust establishment, investment execution, etc.

2. The consultation content is based on the current market conditions and regulatory environment (including regulatory requirements of the Hong Kong Monetary Authority (HKMA), the Securities and Futures Commission (SFC), the China Banking and Insurance Regulatory Commission (CBIRC), and the China Securities Regulatory Commission (CSRC), etc.), and the relevant regulations and market environment may change at any time.

3. The opinions expressed in this consultation are for reference only and do not constitute investment advice or a guarantee of returns. All investments carry risks, and past performance is not indicative of future results. Investment decisions are made solely by the client, and Baiyue Group assumes no responsibility for investment losses.

4. Client financial information involved in the consultation process will be kept strictly confidential and will comply with the Hong Kong Personal Data (Privacy) Ordinance (PIPL) and related regulatory requirements. All information will be encrypted.

5. Refund Policy: Fees are non-refundable once the consultation begins; if the service cannot be provided due to reasons attributable to Baiyue, a full refund will be issued or the consultation will be rescheduled.