OUR PLANS
Intelligence/ Intelligence Pro and Bright/ Bright Pro are multi-functional financial plans that integrate savings, trusts, and financial management.
After the plan’s related costs are deducted, the total asset contributions are allocated into the assets according to your asset choices. As with all financial investments, the value of the asset fluctuates depending on the performance of the selected assets. Clients can set up join settlors to increase the flexibility of their financial planning.
INTELLIGENCE / INTELLIGENCE PRO
Many a little makes a mickle
Intelligence/ Intelligence Pro are regular savings plans. With a contribution period of 5-30 years, it adapts to your financial planning throughout different stages in life. The Plan offers flexible contribution frequencies and the minimum contribution amount is the only US $300 per month or the currency equivalent. Additional contributions can be made at any time after the plan has been issued to accelerate the accumulation of your assets.
Plan Features
Multiple bonus
Flexible contribution arrangement
Currency selection
Joint settlor & appointment of beneficiaries
(Applicable to Intelligence Pro plan only)
24/7 access to your account information online
Security of your asset
Preferential taxation
30-day cooling-off period
BRIGHT / BRIGHT PRO
Single contribution accelerates your gains
Bright/ Bright Pro are single lump sum contribution plans, which are suitable to fulfill your medium-term financial goal. Your contribution to Bright/ Bright Pro should be at the minimum of US$20,000 or the currency equivalent. You can also contribute US$3,000 or above for each additional contribution at any time.
Plan Features
Loyalty bonus
Currency selection
Joint settlor & appointment of beneficiaries
(Applicable to Bright Pro plan only)
24/7 access to your account information online
Security of your asset
Preferential taxation
30-day cooling-off period
