Steadily expand locations in the greater China, promote the group’s global logistics, structure international competitive advantage, and set industry benchmark.
Focus on innovation, strive to provide more valued, made-to-order financial service solutions.
Assist the government in promoting retirement benefit plan; improving social benefit regulations; create welfare for the society, the client, and the employees; become a model corporate citizen.
Our customer base encompasses a wide range of fields, including online gaming, social media, video, travel, education, information provider servicers, e-commerce, media, new energy, new materials, etc. We can cumulatively analyze every industry’s characteristics and provide customized plan services based on each industry’s features, allowing businesses with the new options plan to quickly grasp the main focus of its employee stock option plan or employee flexible benefits plan and, for businesses that already have an option plan in place, optimize and modify the pre-existing plan in line with the current trends.
Businesses of The Core Group and its affiliates include global securities trading, funds, trusts, insurance, and offshore company agencies, providing comprehensive financial services. The service team members are comprised of financial experts such as CFP and CFA. With consultant services, they will find an appropriate wealth management solution based on individual client’s needs and decide how to best use our services.
MySmartAdvisor offers free on-site training for the administrator and the employees of the client. A comprehensive customer service team for the Greater China is also available. Service hours are from 9AM to 11PM to help resolve the client’s issues. Additionally, MySmartAdvisor, the one-stop cloud service platform, provides tax and foreign exchange declaration services for business clients as well as assisting the internal staff’s insider control process.
The Core Group's affiliates have a comprehensive background in financial services: Securities company is licensed by the Hong Kong Securities and Futures Commission (SFC) to deal in securities, advice on securities, and provide asset management in addition to participate in the Hong Kong Stock Exchange. It has also committed capital reserves in compliance with the U.S. SEC Act Rule and SFC's requirements. Trust company is issued with a certificate of registration in Hong Kong. Another affiliate has valid insurance agency license from China or insurance brokerage license from Taiwan.
Our one stop cloud service platform, MySmartAdvisor, has passed SSAE 18 audit requirements. Participants and administrators of the employee benefits plan can perform tasks online, since the platform structure is secured designed. The platform can also provide participants who are exercising the ability to go online anytime to find out the number of stocks traded and time of sale. The management report and tax report for various regions are all system-automated. The employee flexible benefits can also be connected to the business’s current human resources system to accommodate needs of the benefits plan. In addition, a dedicated network was especially built for the greater China, eliminating issues with network speed and maintaining the platform’s high functionality.