服務Services

持牌受規管活動Licensed activities


僅列公開牌照所載的第1、4、5及9類。本頁不推廣牌照範圍以外的產品。Only Types 1, 4, 5 and 9 as shown on the public licence. This page does not market products beyond that scope.

第1類Type 1

證券交易Dealing in securities

代客戶進行股票、債券、基金等證券買賣;透過合規渠道協助執行買賣指示、交收及提供交易紀錄。Buying and selling securities such as stocks, bonds, and funds on behalf of clients through compliant channels for execution, settlement, and records.

詳情 →Details →

Reflective glass curtain wall 玻璃幕牆細節
第4類及第5類Types 4 and 5

投資顧問Investment advisory

第4類就證券提供意見;第5類就期貨合約提供意見,屬純顧問性質,並不涉及期貨交易或代客戶落盤。Type 4 advice on securities; Type 5 advice on futures contracts is purely advisory — no futures trading or order placement on behalf of clients.

詳情 →Details →

Daytime harbour skyline with mountains 靠海窗邊的桌面
第9類Type 9

資產管理Asset management

合規投資組合管理(資產配置、風險監控及策略檢視)。本網站不陳述管理資產規模、往績或獎項;全權委託是否僅限專業投資者,請向本公司確認。Compliant portfolio management (allocation, risk monitoring, strategy review). This site does not state AUM, performance, or awards; confirm with us whether discretionary PM is PI-only.

詳情 →Details →

Cluster of high-rise towers 深色玻璃大樓