美國萬利理財(香港)有限公司
Money Concepts (Hong Kong) Limited 

AFTER SALES 售後服務


尊享售後服

 

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


· 一般交易日內指令截止日期為當天香港時間下午五時,客戶得以佔盡時間優

· 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

· 客戶亦可預先設定目標價位等侯系統自動完成交


網上估值系


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· 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


便捷提款及付款 

 

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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

· 使用Visa提款卡以美元直接消

· 簽發美元支

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 離岸資


· 資產享有調撥自由,投資選擇更


遺產分配功


· 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

· 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

免除遺囑認

免除法庭遺產頒


稅務優


· 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


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

· 人民幣本

· 美元或外幣電


After-sales Services

"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

Without requiring certification of the will

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