Metis

OUR PLANS

Plan Operation

Intelligence Pro and Bright Pro are multi-functional financial plans that integrate savings, trusts, and financial management. We work with renowned global asset management companies and have established an asset platform to enable you to enjoy free switching and discretionary portfolio management services provided by professional managers.

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. Metis HK also provides financial flexibility for specific targets such as assignments or increase the number of joint applicants.

INTELLIGENCE PRO Many a little makes a mickle

"Intelligence Pro" is a regular savings plan. 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 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.

Flexibility on adjusting contribution to meet your financial status
Multiple bonus and asset allocations
Currency selection
Multiple asset classes for your selection
Multiple plan owners, appointment of beneficiaries and plan assignment
Flexible withdrawal for urgent use or pension needs
Free and unlimited times of asset switching
Portfolio Management
24/7 access to your account information online
Security of your asset
Preferential taxation
30-day cooling-off period

BRIGHT PRO Single contribution accelerates your gains

"Bright Pro" is a single lump sum contribution plan, which is suitable to fulfill your medium-term financial goal. Your contribution to 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. After the Plan becomes in force, withdrawals can be made at any time but subject to a maximum withdrawal amount (if any).

Loyalty bonus
Currency selection
Multiple asset classes for your selection
Multiple plan owners, appointment of beneficiaries and plan assignment
Flexible withdrawal for urgent use or pension needs
Free and unlimited times of asset switching
Portfolio Management
24/7 access to your account information online
Security of your asset
Preferential taxation
30-day cooling-off period