History of Development

Securities company is licensed by the Hong Kong Securities and Futures Commission (SFC) to provide asset management service

Media Exposure

The Core Group News

December 12, 2014 (China Times)

The Core Group Officially Begins Operations in Hong Kong and Taiwan Financial Service Locations

The VIP Financial Management Center at the financial center of Asia—Central, Hong Kong’s Financial District, officially began operations

Received the Annual Top Ten Outstanding Enterprises Award from The Golden Peak Awards

Securities company received the first brokerage business license for Shanghai-Hong Kong Stock Connect

Participated in the NASPP Annual Conference in Las Vegas

Successfully co-host the 2014 Greater China Business Leaders Annual Summit with Deutche Bank AG

U.S. Company was established in San Francisco. U.S.

Insurance brokers company was established in Taiwan

Held the Fifth Employee Stock Option Plan & Flexible Benefits Forum in Beijing, Shanghai, Hong Kong, and Taiwan

The Core Group reached a new milestone in financial technology

Services and operations company was established in Taiwan

Securities company became a participant in the Hong Kong Stock Exchange

Trust company was established in Hong Kong and provided adequate security deposit to SFC

The Fourth Employee Stock Option Plan & Flexible Benefits Forum

Participated in the U.S. NASPP Annual Conference

Technology consulting company was established in Beijing, China

The Third Employee Stock Option Plan & Flexible Benefits Forum

Participated in the U.S. National Association of Stock Plan Professionals (NASPP) Annual Conference

Integrate ESOP real-time system and U.S. stock real-time trading system in MySmartAdvisor

The second Employee Stock Option Plan & Flexible Benefits Forum

Integrate systems and input into “CoreBenefits”, the platform for employee flexible benefit plan as researched and developed by The Core Group

The affiliated company received insurance agent license in China

The first Employee Stock Option Plan & Flexible Benefits Forum grandly unfolded in Shanghai

“MySmartAdvisor” (www.MySmartAdvisor.com),the one-stop cloud-based ESOP management platform researched and developed by The Core Group, officially became live.

Successfully Integrate foreign financial institutions' real-time data transfer system into the platform

Technology information company was established in Shanghai, China

EAP v1.0, which The Core Group researched and developed, went public in China

TaXpress, which The Core Group researched and developed, went public in China

The Core Group is established by its chairman, Mr. S.J. Chang