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

RECOGNITION 業內認可


榮獲銀行業界認可及推介



銀行業的認同

1988年起美國萬利理財國際集團協助銀行提供專業理財及財富管理服務,榮獲3家銀行及信貸協會認可及推介,包括:



image8


美國農業信貸服務協會

https://farmcredit.com/ 


已連續30年為農業信貸系統和其他農業、合作社、金融業及政府客戶,提供廣泛及創新的商業服務。美國農業信貸服務協會加強其客戶有效及迅速地對應市場轉變及商機的能力

1998年美國農業信貸服務協會授權美國萬利理財國際集團作為唯一的服務供應商,為農業信貸系統協會和其客戶提供理財策劃及財富管理服務




美國聯邦信用合作社協會

https://www.nafcu.org


美國聯邦信用合作社協會有近800個聯邦信用合作社會員,既豐富又廣泛的會員基礎。NAFCU 以既代表眾多小型信用合作社,亦代表眾多最大及複雜的信用合作社為榮。每100個最大的信用合作社之中,有81個是其會員;NAFCU的會員資產,佔所有信用合作社的總資產的61%


宗旨是為其協會成員尋找提供優質方案的可靠服務供應商。美國聯邦信用合作社服務機構的首選服務供應商標誌,只有真正承諾為協會服務及通過嚴謹的評估過程的服務供應商,才可獲授予該標誌。美國萬利理財國際集團獲美國聯邦信用合作社服務機構授予此標誌,為協會成員提供理財策劃及財富管理服務


http://www.nafcu.org/MoneyConcepts/





美國銀行家協會

https://www.aba.com/Products/Endorsed/Pages/default.aspx

美國銀行家協會創立於1875年,代表不同規定及類型的銀行,為13萬億銀行業資產及愈2百萬位從業員發聲

美國銀行家協會認可方案,經鑒定及贊助能提升銀行增加收入、效率、營運及增強競爭力的產品及服務。在 ABA授予其獨一無二的ABA核准標誌前,須進行周全的產品或服務調查,包括業內專家的審查、該領域內銀行從業員的測試及評估

當一個方案蓋有ABA核准標誌,您可信任該服務可提供高水準的表現及可靠的成果。美國萬利理財國際集團獲授予此ABA核准標誌,為美國銀行家協會會員提供理財策劃及財富管理服務


https://www.aba.com/Products/Endorsed/Pages/wealth-management.aspx




與銀行業夥伴合作緊密


與銀行業界緊密合作

自 1988 年美國萬利理財國際集團為銀行提供專業理財策劃及財富管理服務,一個全面的私人銀行平台確切地為每一個銀行客戶的需要提供專業及多元化的金融服務,如:


·         理財策劃

·         財富管理

·         企業財務策劃

·         投資服務

·         私人財富平台

·         理財策劃培訓


美國萬利理財國際集團於許多合作銀行內設立逾280間理財策劃中心.



Recognition of Banking Industry


Since 1988 Money Concepts International Inc provides professional financial planning and wealth management support for banks, endorsed and highly recommended by 3 Banking Associations to provide financial services for their members.



FARM CREDIT

https://farmcredit.com/ 


For 30 consecutive years, Money Concepts has provided a wide range of innovative business services to the Farm Credit System and other agricultural, cooperative, financial and government clients. FCC Services, Inc. enhance the ability of their clients to effectively and rapidly response to opportunities and the changing marketplace.


In 1998, they endorsed Money Concepts as their exclusive provider of financial planning and wealth management services to Farm Credit Associations and their customers.



NATIONAL ASSOCIATION OF FEDERALLY-INSURED CREDIT UNIONS


NAFCU's membership consists of nearly 800 of the nation's most innovative and dynamic federal credit unions (FCUs) having various and diverse membership bases and operations. NAFCU takes pride in representing many smaller credit unions with relatively limited operations, as well as many of the largest and most sophisticated credit unions in the nation. In fact, 81 of the 100 largest FCUs are NAFCU members. NAFCU represents 61 present of the total FCU assets.


Their objective is connecting credit unions to superior solutions from trusted providers. The NAFCU Services Corp. Preferred Partner Seal, is designated to only suppliers who are truly committed to credit unions, and who have undergone a rigorous evaluation process. Money Concepts was awarded this Seal as we provide  Financial Planning and Wealth Management services to their member credit unions.


http://www.nafcu.org/MoneyConcepts/



AMERICAN BANKERS ASSOCIATION

https://www.aba.com/Products/Endorsed/Pages/default.aspx


https://www.aba.com/Products/Endorsed/Pages/wealth-management.aspx



Founded in 1875, the American Bankers Association represents banks of all sizes and charters and help voice opinions for the nation's $13 trillion banking industry and its 2 million employees.


ABA approves products and services that assist banks with their income, efficiency, operation, and competitiveness. Before any program is awarded the exclusive ABA Seal of Approval, they must pass an extensive due diligence review, including analysis by industry experts and testing and validation by bankers in the field. 


When a solution bears the ABA Seal, you can rely on that solution to provide top quality performance and reliable results. Money Concepts was awarded this Seal as their provider of Financial Planning and Wealth Management services to their member banks.




Partnership Recognition of the Banking industry


Since 1988 Money Concepts has been providing professional financial planning and wealth management programs for Banks. We provide a truly holistic Private wealth account that will literally fit the needs of every Customer, namely:


  • Financial planning
  • Wealth management
  • Corporate finance
  • nvestment services
  • Private wealth account 
  • Financial planning training