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PRICING PLANS
Transparent Pricing Options — Because Compliance Shouldn’t Be Complicated.
On Demand Consultation
HK$320
Running into a compliance question? Get personalized support with our 30-minute one-on-one compliance consultation via WhatsApp or WeChat. No monthly subscription needed.
Business Forms
HK$199 for 2
Efficiently manage your operations with our user-friendly business forms, designed to simplify your processes. You can use them immediately by applying your company name.
Policies & Procedures
HK$550 for 2
Unsure how to create a policy and procedure? Use our standard templates designed to meet SFC regulatory standards as a starting point. Easy and straightforward!
Licensing
HK$20,000+
We support various types of SFC license applications or uplift, with a clear process, personalized communication, and years of professional experience to help you succeed effortlessly!
CPT Courses
HK$99
It includes a 1 hour training session and a simple quiz. You will receive a attendance certificate after completion. Enjoy more discounts when you enroll in multiple courses!
Legal Agreements
HK$380 for 2
Streamline your operations with our reliable legal agreements crafted for the financial sector. They help you establish clear terms and protect your interests as you grow your business.
Ongoing Compliance Support
HK$3,800+/month
We offer tailored assistance designed to help you seamlessly meet your foundational compliance requirements under the SFC regime.
Legal Opinion
HK$8,000+/hr
Every lawyer's hourly rate varies, but our connected lawyers specializing in the financial field typically bill at competitive rates. Rest assured, you’ll receive expert guidance tailored to your needs.
FAQ
I have a question need urgent compliance advice. When will I receive your reply?
We normally reply within one hour during our office hour (Monday to Friday 9:30am to 6:30pm). During weekends, we provide limited service and will reply as soon as we can. We understand your urgency and are committed to addressing your compliance needs promptly. You can typically expect a faster response through WhatsApp or WeChat, so feel free to reach out using those platforms for quicker assistance!
What CPT courses do you offer? How do I register?
The complete list of CPT course can be found in the "All In One Resource Hub" under the "Services" page. To register for the online classes, please reach out to us via WhatsApp or WeChat, and we will guide you through the process step by step.
Do you provide certificate for the CPT courses I attended?
Yes, we do. If you pass the simple quiz for our online learning courses, we will issue an attendance certificate that includes your name and course details.
Are the policies and procedures in English or Chinese?
The majority of our policies and procedures are in English, as they incorporate technical terms used by the SFC and the financial market. If you require Chinese versions, please reach out to us, and we will do our best to provide a translated version. The translation service will incur an additional fee; however, we will offer you the best price available for the tailored service.
I want to download your Distribution Agreement template, but can you add some protection clauses for me as the distributor?
Yes, we can. The legal agreements available in our All-In-One Resource Hub are templates only. If you require customization, it will incur an additional fee; however, we will offer you the best price available for the tailored service.
What forms should I download for account opening with clients?
The basic requirements for client account opening include the Client Information Collection Form, Risk Profiling Questionnaire, and Terms & Conditions. However, depending on your specific business model, additional terms may be necessary in the account opening forms. We can provide you with general advice based on your purchase to ensure you have all the necessary documentation.
I do not have an in-house compliance officer. Can you perform that function?
Yes, we can. You can utilize our ongoing compliance support services, which will help you meet your essential compliance requirements. This option is definitely much more cost-effective than hiring an in-house compliance officer. Additionally, our team consists of experienced compliance experts, saving you the time and resources needed to train a compliance personnel.
I saw that you provide some other services but I don't see the price. How much are they?
The other services listed on this page are challenging to quantify as their pricing varies significantly based on the specific difficulty and the level of input required from us. We recommend reaching out directly to discuss your needs, so we can provide you with a tailored quote.