市場瞬息萬變，多元化的投資服務，才能滿足您不同的理財需要，把握投資機會。
交易時機
· 壹般交易日內指令截止日期為當天香港時間下午伍時，客戶得以佔盡時間優勢
· 美國交易所買賣基金(ETFs)及美國股票成交價為當天下達指令的開市價格
· 客戶亦可預先設定目標價位等侯系統自動完成交易
網上估值系統
· 網上估值系統每日24小時運作，客戶可以隨時登入查看最新資產價值
便捷提款及付款
選擇開設Corestone Account™戶口的客戶可以：
· 於全球超過175萬部PNC金融服務集團銀行及Allpoint網絡自動櫃員機直接以當地貨幣提款
· 使用Visa提款卡以美元直接消費
· 簽發美元支票
離岸資產
· 資產享有調撥自由，投資選擇更廣
遺產分配功能
· 如有需要客戶可預先訂立身故財產轉讓協議，並指定受益人及其分配比例
· 當客戶身故時，Pershing LLC會依據客戶所訂立的指示，妥善將財產分配予受益人
o 免除遺囑認證
o 免除法庭遺產頒令
稅務優惠
· 除美國股票及美國交易所買賣基金(ETF)的派息之外，非美國居民所持有之離岸資產均不需繳納任何美國稅項
投資匯款所有款項必須由客戶名下的銀行戶口直接存入Pershing LLC客戶的帳戶內付款方法：
· 港元支票
· 人民幣本票
· 美元或外幣電匯
"We Provide True Wealth Management.”
Dealing
· In general, the daily cut off time is 5pm Hong Kong time, which can be a benefit on timing
· For U.S. ETFs and stocks, exchange prices will be based on the opening of market price, when dealing instruction received
· Or pre-set a target price of good-till-cancelled order, and wait for automatic execution
Online Valuation System
· 24-hour accessible online account services with latest assets value
Easy Withdrawal and Payment
Clients opened a Corestone Account™ can:
· Withdraw cash in local currency from over number of 1.75 million ATMs from PNC Bank and Allpoint network world-wide
· Make purchases easily with Visa debit card
· Write cheque in US dollar
Offshore Asset
Offshore assets entitle the freedom of transfer and have a wider range of choices on investment products
Beneficiary Services
· Clients may sign an additional agreement over assets transfer on death and designate beneficiaries and their corresponding percentage
· Upon receipt of notice of account holder's death, Pershing LLC will distribute the assets in the account to the designated beneficiaries
o Without requiring certification of the will
o Without requiring instruction from a will or a court order
Tax Advantage
For non-US resident, their offshore asset is not subject to any taxation in US, but this benefit does not apply on dividends from both U.S. stocks and U.S. ETFs ( Exchange Traded Funds)
Investment Capital Pays In
All Payments to Pershing LLC must be transferred from clients’ bank accounts directly
Payment method:
· HKD Cheque
· CNH Bank Draft
· Telegraphic Transfer of USD or other currencies
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