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  • April 20, 2014
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  1. Allianz likely to launch monthly savings plan

    Posted Jul 27th 2009, 12:00am by Enoch Yiu

    ... Enoch Yiu Allianz Global Investors plans to introduce regular monthly savings plans for Hong Kong customers, according to Frank Klausfelder, the company's newly appointed Greater ... customers to invest a small amount for a period of time they chose, he added. The nature of the product meant that savers did not have to time their investments, and by making regular investments ...

  2. Minibond saga sparks rethink of bank rules

    Posted Jan 09th 2009, 12:00am by Enoch Yiu

    ... be 'a clear demarcation of premises and staff to avoid confusing customers as to the nature of the services being offered'. Both reports called for introducing a cooling-off period ... investors in the event of misselling or other irregularities. In the longer term, consideration should be given to establishing a financial services ombudsman, both regulators say. A government ...

  3. Software to give advisers hi-tech edge

    Posted Jul 11th 2009, 12:00am by John Cremer

    ... there is the importance of having a sufficient range of products to offer each customer solutions that meet their individual needs. And, finally, there is the advantage that comes from using the holistic six-step ... Yip Hok-yin, general manager of platform services for iFAST Financial (HK), the lead sponsor of this year's awards. Mr Yip explained that the new module in the company's ...

  4. New rules can trim costs

    Posted Mar 28th 2012, 12:00am

    ... Customer service is also a differentiating factor which could justify a fee difference. Sometimes a customer may not mind paying a bit more if he or she can get better service.' In terms ... launch of Employee Choice Arrangement (ECA) in November would allow members to make their own choice of MPF service providers,' Huddart explains. 'While market competition will be keen, ...

  5. 'Outsourcing the way forward'

    Posted Nov 07th 2009, 12:00am by John Cremer

    ... the Singapore-headquartered firm is primarily looking to sign up independent financial advisers (IFAs) as clients, but has also seen recent interest from a number of private banks. The service provided includes ... to software to help them guide their customers through model portfolios, consolidated holdings and the latest valuations. Not surprisingly, Ho believes this is the way forward, since it can easily ...

  6. Tougher examinations on the way for agents

    Posted Jul 20th 2009, 12:00am by Enoch Yiu

    ... to offer sound advice,' the source said. Better-educated salespeople will encourage customers to have more confidence in their advice and help prevent a repeat of the Lehman Brothers minibond ...

  7. Business - Money

    The decline and fall of structured products

    Posted Aug 20th 2012, 12:00am by Jasper Moiseiwitsch

    ... no longer available to public investors. They are an exiled instrument, offered only to rich clients of private banks. "We do not offer accumulator products to retail customers," says ...

  8. Regaining trust a top priority

    Posted Mar 06th 2010, 12:00am by Chris Davis

    ... are seeking safe, secure homes for their assets. Clients are now focused on capital preservation,' Yip says. 'Clients are also looking for a fully dedicated service, in which time is spent ... to an open-architecture platform. We provide a client-focused, tailor-made services model, rather than a large sales-oriented product model. This strategy creates a strong basis of trust based on long-term ...

  9. 'Nest egg' is not solution on its own

    Posted Jun 28th 2011, 12:00am

    ... popular,' Lang says. 'It provides a series of conservative funds with different profiles and is going well with customers.' What concerns him is the detached attitude of many MPF ... But we would ask the MPFA to look at the manner in which companies could consolidate schemes. We need to make sure customers would not be impacted.' ...

  10. Advisers keen to stretch winning streak

    Posted Jun 05th 2010, 12:00am by John Cremer

    ... the competition,' says Alan Ng, Manulife's assistant vice-president for agency training and customer marketing. 'Our record may give a unique advantage, but the main thing for us is that, through ... a customer's financial needs effectively, based on realistic expectations and a careful review of all the personal financial data that's available.' Another significant point, according ...




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