Other than when we first started in Hong Kong in 1993, we have intentionally focused on confidential, personal recommendations to expand our client base. Accordingly we have not advertised, or tried to build a higher profile.
How do I know that my money is safe with ICC?
ICC does not touch your money. We specialise in providing independent financial advice. Your money will be transferred from one institution, say your bank, directly to another. We conduct due diligence on product providers that we recommend to our clients, and security is one of our main priorities.
How do we know ICC’s advice is reliable?
We have been operating in Hong Kong since 1993 and hold licenses with HKSFC, PIBA and MPFSA. During this time, which experienced many market boom and bust cycles, we proudly maintained an enviable clean regulatory record.
All advice is documented in a Suitability Report. A copy is provided to you for your safekeeping and future reference.
Finally, we placed a number of existing clients’ and corporates’ testimonials onto our website for your reference. Please take some time to read them.
Can ICC review my existing products, sold to me by another adviser?
Absolutely. We are an independent advisory company. To review your products, we will require a letter of authority from you. This will enable us to approach the product provider and access relevant information, on your behalf.
What will your advice cost me?
We are transparent. Accordingly, we will disclose our fees to you before you sign anything. Fees will differ depending on how much work we do and/or products we recommend. One point you can be assured of, our fees are usually much more palatable than those charged by banks or other institutions, for similar, yet restricted, advice. You can see the difference just by looking at their offices, or read about their staff’s bonuses.
How can I keep track of my investments?
Product providers usually give clients access to online valuations. However, it can be frustrating to remember different login details when you have products from different providers.
ICC provides clients with online valuations and analytics. You can see all your investment products managed by ICC in a simple summary page, and then drill down into the details of each product, even to each underlying fund. The system will also provide historical analysis of your portfolios e.g. volatility or weighted performance of your underlying funds etc.
How do I contact ICC?
Our contact details are:
1605 Bonham Strand Trade Centre,
135 Bonham Strand, Sheung Wan, Hong Kong
T: +(852) 2581 4212
Alternatively, if you know any of our team, feel l free to contact them directly.