FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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FAQ

Question:

Will I continue to see historical data on Insite?

Answer:

Yes, you will still be able to view historical information on your clients’ Portfolio Bonds on Insite. But for new information after the Wealth Interactive switchover you will only be able to view this on Wealth Interactive.

Financial Adviser Verification

The content of this site is for advisers only. It is not for the use of Hong Kong advisers. You can change the regional content by selecting a region from the drop down box in the top right-hand corner.