FOR FINANCIAL ADVISERS ONLY

FOR FINANCIAL ADVISERS ONLY

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Open architecture 

Our Portfolio Bond products offer you and your clients the freedom and flexibility of choice by providing access to a wide range of asset types such as:

  • collective funds
  • equities and shares
  • fixed interest securities
  • structured products
  • hedge funds
  • multi-currency deposits
  • exchange traded funds
  • other alternative investments.

Because there are few restrictions on what you can invest in, this option is called Open Architecture. Our Open Architecture products can be an ideal choice for your customers who are looking for highly personalised investment portfolio.

Discretionary Asset Management

These products also allow you to outsource the day-to-day management and building of the personalised portfolio to a Discretionary Asset Manager. 

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.