As one of the world’s leading commercial and financial centres, Hong Kong offers the following advantages:
1. Multilingual environment
2. Competitive business environment
3. Comprehensive legal system
4. Efficient and well-developed financial market
5. Free-market economy
6. Stable government
7. Preferential taxation – exemptions from income tax, capital gains tax, inheritance tax, and gift tax

Yes. Metis HK is a fully licensed trust company registered in Hong Kong. We hold both a Trust Company Licence and a TCSP (Trust or Company Service Provider) Licence, and operate under the regulatory framework of the Hong Kong Trustee Ordinance (Cap. 29). All trust activities are conducted in strict accordance with this ordinance and fall under the jurisdiction of the Hong Kong courts.

All trust accounts, asset segregation, payment movements, and administrative operations are subject to regular and ad hoc independent audits by Ernst & Young, one of the world’s leading accounting firms. These audits reinforce transparency and regulatory compliance across our operations, providing clients with the confidence that their assets are managed with integrity and care.

The Hong Kong Trustee Ordinance (Cap. 29) serves as the foundational legal framework regulating the trust system in Hong Kong. It defines the legal duties and standards of conduct trustees must follow when managing trust assets. The Ordinance covers key areas such as trustees’ responsibilities, investment management, accounting and reporting, disclosure requirements, and the relationship with beneficiaries. Its primary goal is to ensure that trust arrangements are conducted fairly, transparently, and in the best interests of all parties involved.

As a licensed trust company regulated under this Ordinance, Metis HK rigorously complies with these legal requirements and maintains comprehensive compliance and asset protection frameworks to support clients in achieving their wealth management and estate planning objectives.

The TCSP (Trust or Company Service Provider) licence is regulated under Hong Kong's Anti-Money Laundering and Counter-Terrorist Financing Ordinance (Cap. 615, or AMLO) and issued by the Companies Registry. This licensing regime took effect on 1 March , 2018. To obtain the licence, entities must pass a strict Fit and Proper Test, maintain robust client due diligence procedures, comply with AML and CTF regulations, and undergo regular audits and ongoing supervision. Holding a TCSP licence demonstrates that Metis HK adheres to the highest standards of professionalism, compliance, transparency, and risk management.

As a licensed TCSP trust company, Metis HK rigorously follows all relevant AMLO requirements, implements thorough due diligence and record-keeping, and is committed to delivering lawful, reliable trust services that protect clients' assets while upholding the highest compliance standards.

Metis HK partners with DBS Bank Ltd., Singapore as its custodian bank due to its strong track record in asset security, regulatory compliance, and global reputation. DBS is one of Singapore’s largest banks, with nearly 30% ownership by the Singapore government. This government backing, combined with top-tier credit ratings AA- from Standard & Poor’s and Aa1 from Moody’s, makes DBS a highly reliable institution for safeguarding client assets.

With deep expertise in cross-border asset management, DBS offers a sophisticated asset segregation framework that ensures trust assets are managed independently and kept fully separate from the bank's own assets. Metis HK holds dedicated client trust accounts with DBS, where all payments are received and securely held by the bank, maintaining strict separation from Metis HK's accounts to guarantee asset security. Additionally, DBS adheres to the stringent regulatory standards set by the Monetary Authority of Singapore (MAS) and complies fully with international Anti-Money Laundering (AML) and Counter-Terrorism Financing (CTF) requirements, supported by robust compliance controls and risk management processes.

By choosing DBS as custodian, Metis HK ensures every client's assets are held to the highest standards of safety and trust.

Most documents are available in multiple languages, while some are only available in English.

Intelligence Pro and Bright Pro are exclusive trust plans offered by Metis HK, structured as Reserved Power Trusts within a Discretionary Trust framework. Unlike traditional trusts, these structures allow the settlor to retain control over the management and allocation of trust assets, while still benefiting from strong asset protection and legal segregation.

In addition, the beneficiary designation feature in Intelligence Pro and Bright Pro enables settlors to allocate assets to their loved ones with ease and efficiency, ensuring smooth and secure wealth succession.

Metis HK Trust Plans will help you to:

- Transfer assets to the next generation.
- Provide comprehensive estate and tax planning.
- Provide employee benefits to key personnel or staff members of the company.
- Develop personal financial plans such as target savings, education planning, retirement planning, and wealth accumulation.

No, the trust plan is only available for individuals aged 18 or above as the settlor.

Applicants must be one of the Settlors of the Trust Plan and therefore cannot apply solely on behalf of a family member. However, this Plan allows joint applications by up to four adults aged 18 or above. You may apply together with your family members and jointly hold the Trust Plan.

Once the plan has accumulated sufficient assets, you can set up regular monthly withdrawals through the Metis trust plan to cover mortgage payments or education expenses for your children.

No, Metis HK does not accept any cash payments.

Intelligence Pro and Bright Pro are multi-functional financial plans that integrate savings, financial management, and trust service.
Intelligence Pro is a regular savings plan with a contribution period of 5 - 30 years. It is designed for medium- to long-term financial planning, such as education planning for your children and retirement planning.
Bright Pro is a single lump sum contribution plan. It is suitable to fulfil your medium-term financial needs, such as mortgage, down payments, and venture capital.

Yes, for Intelligence Pro, applicants must be aged 18 to 75, and must not exceed 80 when the plan matures.
For Bright Pro, applicants must be aged 18 to 80.

The plans only accept individual applicants. Up to 4 joint settlors are allowed, and no insurable interest or relationship is required between them. Corporate applicants are not accepted.

Intelligence Pro and Bright Pro accept US Dollar, Euro, Australian Dollar, Chinese Yuan (Renminbi), Hong Kong Dollar and Japanese Yen. Clients can also choose any of the above currencies as their valuation currency.

When the plan matures, you may choose to:

- Keep the Plan and enjoy the benefits of the Plan
- Make partial withdrawals or encashments
- Set up regular withdrawals