Convoy Financial Services
Encyclopedia
Convoy Financial Services Holdings Limited is a member of Convoy Financial Group. Through its wholly owned subsidiary, Convoy Financial Services Limited , the company is an Independent Financial Advisor
(IFA) in Hong Kong
with the objective of providing financial planning services
, risk management
, retirement planning
and estate planning. It is the largest independent insurance and MPF schemes brokerage firm in Hong Kong in terms of number of consultants.
Convoy Financial Services Limited is both a member of Professional Insurance Brokers Association and is registered as an Mandatory Provident Fund Corporate Intermediary under the Mandatory Provident Fund Schemes Authority.
In 1995, the company commenced business as a general insurance broker in Hong Kong.
From 2007 to 2009, Convoy was the title sponsor of Sun Hei, a Hong Kong football club.
In July 2010, Convoy Financial Services Holdings Limited announced proposed listing on Main Board of The Hong Kong Stock Exchange. Manulife International Holdings Limited
is its cornerstone investor.
Independent Financial Adviser
Independent Financial Advisers or IFAs are professionals who offer independent advice on financial matters to their clients and recommend suitable financial products from the whole of the market...
(IFA) in Hong Kong
Hong Kong
Hong Kong is one of two Special Administrative Regions of the People's Republic of China , the other being Macau. A city-state situated on China's south coast and enclosed by the Pearl River Delta and South China Sea, it is renowned for its expansive skyline and deep natural harbour...
with the objective of providing financial planning services
Financial plan
In general usage, a financial plan is a series of steps which are carried out, or goals that are accomplished, which relate to an individual's or a business's financial affairs. This often includes a budget which organizes an individual's finances and sometimes includes a series of steps or...
, risk management
Financial risk management
Financial risk management is the practice of creating economic value in a firm by using financial instruments to manage exposure to risk, particularly credit risk and market risk. Other types include Foreign exchange, Shape, Volatility, Sector, Liquidity, Inflation risks, etc...
, retirement planning
Retirement planning
Retirement planning, in a financial context, refers to the allocation of finances for retirement. This normally means the setting aside of money or other assets to obtain a steady income at retirement...
and estate planning. It is the largest independent insurance and MPF schemes brokerage firm in Hong Kong in terms of number of consultants.
Convoy Financial Services Limited is both a member of Professional Insurance Brokers Association and is registered as an Mandatory Provident Fund Corporate Intermediary under the Mandatory Provident Fund Schemes Authority.
History
In 1993, Convoy Financial Services Limited was established.In 1995, the company commenced business as a general insurance broker in Hong Kong.
From 2007 to 2009, Convoy was the title sponsor of Sun Hei, a Hong Kong football club.
In July 2010, Convoy Financial Services Holdings Limited announced proposed listing on Main Board of The Hong Kong Stock Exchange. Manulife International Holdings Limited
Manulife Financial
Manulife Financial Corporation , is a Canadian insurance company and financial services provider. Manulife Financial's global head office is located in Toronto, Canada and the Company has operations in 21 countries and territories worldwide.The Company operates in Canada and Asia through the brand...
is its cornerstone investor.