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

Case Study

An international group (“H") dealing in online entertainment introduced a new product that became a hot topic within the online community.The new product received great enthusisam from its users. As H's entertainment business grew. it established service locations in various major cities, expanding its workforce to approximately one thousand employees. H also planned to go public in Hong Kong soon.

As part its long-term business strategy and to attract outstanding talent, the board of directors decided to implement an employee stock option plan to both encourage outstanding employees and allow employees to share in the company's growth and profit. At the same time, the company also wanted to concurrently develop a group insurance plan for employees and their families as a basic coverage, giving all empolyees a peace of mind and thereby moving toward the goal of a harmonious enterprise. Also, to accommodate the risk of going public in Hong Kong, the company wishes to receive the best coverage plans with the competitve prices given POSI and D&O needs.

After evaluating the professionalism and convenience of the online platform MySmartAdvisor,comprehensive nature of SAFE filing,attentiveness of each service and the extent of other financial service, H chose one of the industry leaders The Core Group and its affiliates as the sole service provider for its employee stock option plan, flexible benefits, and plan for risk involved with going public.

The Core Group specializes in providing a comprehensive solution for customer. After considering the composite of H's target goals, industry features and future flexibility of their stock option plan,we suggested using a trust to administer their stock option plan and dispatched a professional team to implement their service.

Contact Us

Office Address:

3031 Tisch Way, Suite 808, San Jose, CA 95128, U.S





Office Address:

3rd Floor, China World Tower 1, No.1 Jianguomenwai Avenue, Chaoyang District, Beijing, China





Office Address:

Unit 3102-3106, Raffles City Changning Office Tower 1, No. 1133 Changning Road, Shanghai, China





Office Address:

Suite C, 20/F, Standard Chartered Bank Building, 4-4A Des Voeux Road Central, Central, Hong Kong





Office Address:

6F., 396 Sec. 1, Keelung Road, Taipei 11051, Taiwan





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