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Preserving your legacy

After working hard for many years, you've built a legacy you want to share with your loved ones. Appropriate legacy planning will allow you to distribute your wealth in a way that benefits your family. Contact us for personalised advice.

Make sense of legacy planning

 
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You might have many types of assets, and some of them are not easily separated. Get a better understanding of legacy laws and concepts to plan your inheritance.

How to achieve your legacy goals

 
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You need to fully understand your legacy needs to find the right product.

financial health check; the image used for wealth legacy page

Start your financial health check

 
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To see what to do next, first evaluate your financial situation.

Products geared towards inheritance planning

Investment products (in Chinese only)

We offer a wide range of investment options that match your investment objectives and experience to help you achieve your financial goals for wealth inheritance planning.

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Third-party distributed insurance products

We offer a variety of portfolio with guaranteed returns and flexible combinations to meet your legacy needs, and provide a solid backing for you and your family. 

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Contact us

Request call back

Want to prepare your legacy but not sure where to start? Leave your contact information and we will call you back within 1-2 working days.

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Call us

General enquiry on personal financial related service

400-820-3090 (8:30-17:30, Mon - Fri, holidays excluded)
 

Please dial the country code of mainland China +86 if you are calling from overseas, Hong Kong SAR, Macau SAR, or Taiwan

Find a branch

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You may also want to know

Managing and growing your wealth

 
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Learn more about how to accumulate wealth so you can enjoy your life and provide for those you care about, even in the event of an accident.

Looking after your family

 
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Your family is the most important thing in life. Protect them with a comprehensive family wealth management plan that will give you more confidence in the future and make you feel more secure today.

Planning for retirement

 
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A good life after retirement depends on more than just saving enough money. Consider asset protection programs to ensure safe and secure income after retirement.

Funding your children’s education

 
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Whether you have a child on the way, or one that is ready to attend university overseas, you can plan and build an education fund to help them reach their greatest potential.

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