以客為先的經營方針和長遠承諾，發揮市場知識
美國萬利理財私人戶口是壹個高端及國際性的財富管理體制，提供壹站式的專業金融服務。所有財富戶口以客戶名義開設，並且直接由美國紐約梅隆銀行的全資附屬公司 Pershing LLC 以客戶個人身份託管。包括執行投資指示、結算及託管帳戶內的金融資產，並向客戶提供估值及綜合報表。
為何選擇美國萬利理財私人戶口
ü 多元化貨幣選擇
ü 表現卓越的世界級投資選擇
ü 多元化基金類別達致有效分散投資
ü 提供充足資產保障令您安枕無憂
ü 可選定期派息助您投資增值
ü 受益人服務安排，更多權益保障
ü 完善的售後服務
ü 專家意見穩健您的投資回報
如果經紀公司失敗，證券投資者保護公司（SIPC）會保護客戶。
ü 客戶於 Pershing LLC 所開設之美國萬利私人財富戶口均由美國證券投資者資產保障公司 (SIPC) 提供 50 萬美元資產保障
ü SIPC 於 1970 年在美國國會的法令下成立，以保障投資者資產
ü 在 SIPC 所提供的資產保障之外，投資者資產更可獲得由多間保險公司組成的保險公司團隊提供總計 10 億美元的資產保障
美國證券投資者保護公司（Securities Investor Protection Corporation，以下簡稱SIPC）作為第壹道防線,以應對證券商出現財務困難或破產，導致無法償付客戶透過該證券商購買的證券或支付的現金的情況。儘管並不是每壹個投資者都受到該基金的保護，但超過99%的投資者都能夠透過SIPC索回他們的投資資產。自1970年成立直至2016年12月，期間SIPC共預付了26億美元，為大約773,000位投資者提供了價值1376億美元的保障。
若證券機構因為破產或者其他財務困難而倒閉，客戶的資產面臨損失時，SIPC將迅速介入，在壹定範圍內償還客戶的現金，股票及其它證券等，以保護客戶的利益。如果沒有SIPC，投資者可能永遠無法索回在有財務問題的經紀機構的所有金融資產；或者是等待數年方可取回被法院凍結的資產。然而，因為並非每個投資者或者投資損失，都受到SIPC的保障，
SIPC的保護與FDIC（聯邦存款保險公司）向客戶提供銀行存款資產的保護是不同的。當成員銀行面臨倒閉時，FDIC保證所有的存款者都能夠索回壹定限額的存款額。因為銀行業是不能承受風險的，所以FDIC不需要存款者提供任何申請。而絕大多數存款者將錢存入受FDIC保護的成員銀行內，也正是因為他們不能夠承受損失他們的資產的風險。
這與投資者在股票市場的行為恰恰相反，沒有風險則不會有獲利，而他們所損失的，也只是以風險為本的投資市場的正常上下波動。因而，SIPC不會保護投資者因為市場波動使金融資產貶值而造成的經濟損失。在實際操作中，如有可能，SIPC會替換掉丟失的股票或者其他證券，即使投資的資產已經增值。
顧客因受騙買到沒有任何價值的證券所造成的損失也不受到SIPC的保護。SIPC只負責保護客戶，當他們的金錢、股票和其他證券被經紀人偷走，或者因證券商倒閉或財務困難而面臨風險的情況。
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Money Concepts Private Wealth Advisory Account is an advance and international wealth management platform system. . All accounts in Money Concepts Private Wealth Account are under the clients’ own name, in custody and segregated into individual by Pershing LLC, a subsidiary of Bank of New York Mellon. It provides dealing, clearing and custodial services for most financial instruments. It also provides valuation and consolidated statement to clients
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The Securities Investor Protection Corporation (SIPC) protects customers if their brokerage firm fails.
ü SIPC provides up to US$500,000 of protection for each Money Concepts Private Wealth Advisory account, which opens under Pershing LLC
ü SIPC was established in 1970 under the instruction of U.S. Senate to protect investors’ assets
ü For coverage in excess SIPC limits, investor asset are insured up to US$1 billion by a group of insurance companies
When a brokerage is closed and customer assets are missing, SIPC steps in and, within certain limits, works to return customers’ cash, stock, and other securities held at the fi rm. SIPC is the first line of defense when a brokerage firm fails owing customers cash and securities.
Although not every investor is protected by SIPC, no fewer than 99 percent of persons who are eligible get back their investments. Since its creation by Congress in 1970, SIPC has advanced over $2.3 billion in order to make possible the recovery of at least $134 billion in assets for no fewer than 773,000 investors. Without SIPC, investors at financially troubled brokerage firms might lose their investments forever.
Not every investor, and not every loss, is protected by SIPC.
When a brokerage firm is closed and customer assets are missing, SIPC steps in, and within certain limits, works to return customers’ cash, stock, and other securities held by the firm. If a firm closes, SIPC protects the securities and cash in a customer’s brokerage account up to $500,000. The $500,000 protection includes up to $250,000 protection for cash in the account. SIPC protects customers if:
• The brokerage firm is a SIPC member.
• The customer has securities at the brokerage firm.
• The customer has cash at the brokerage firm on deposit in connection with the purchase or sale of a security.
SIPC protection is only available if the brokerage firm fails and SIPC steps in.
SIPC does NOT protect:
• Investments if the firm is not a SIPC member.
• Market loss.
• Promises of investment performance.
• Commodities or futures contracts except under certain conditions.
SIPC does not protect market losses because market losses are a normal part of the ups and downs of the risk-oriented world of investing. Instead, in a liquidation, SIPC replaces the missing stock and other securities when it is possible to do so.
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