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Newsletter
2006 3rd Edition (Other Editions)
(A) TIPS FOR CHOOSING PORTFOLIO MANAGER.
YOUR OWN RESPONSIBILITY:
- Understand your own interests and objectives
- Understand the basic nature of investments
- Have the discipline to maintain basic investment policies
- Stay focused on the long term objectives
THE RESPONSIBILITY OF YOUR PORTFOLIO MANAGERS:
- Does he/she understand your needs and listen to what you state, relative to what you mean?
- Does he/she define realistic investment objectives that can meet your needs --- based on agreed upon definitions?
- Does he/she develop well-reasoned, sensible investment policies designed to achieve your realistic and specified long term investment objectives?
- Does he/she revise the portfolio to respond to changes in the marketplace and in the securities within the portfolio?
- Does he/she coordinate tax and cash flow planning, estate planning, and risk/reward planning?
- Does he/she revise the portfolio in response to changes in your objectives or financial circumstances
- Does he/she establish investment attributes and understand asset performance in varying economic scenarios?
- Does he/she avoid investment mis-match by establishing investment policies and procedures?
- Does he/she monitor ongoing results to your goals?
- Does he/she changes, repositioning, and reinforcing return while maintaining investment flexibility?
(B) BRAND-NEW PRODUCT --- “Health 100”
Medical costs in HK are the highest in the World after the United States. For Locals & Expatriates living and working in Hong Kong, it is essential to have comprehensive Health Insurance.
In view of the aging population and escalating medical expenses, the demand of whole life medical protection is ever increasing. To let you be free from worries about unexpected medical expenses, Health 100 provides you life-long protection up to age 100 with a maximum premium payment period of 20 years. This is a product with premium refund feature in which up to 150% of refund of standard premium paid will be payable upon insured's disability, terminal illness, death or policy maturity.
If you would like to know the medical insurance that best suit your need, please feel free to contact us for assistant.