Metis HK

Company
Intelligence Pro / Bright Pro

1. Why is Metis HK registered at Hong Kong?

As one of the global leading commercial and financial centre, Hong Kong has the following advantages:
1. Multi-language Environment
2. Competitive Business Environment
3. Comprehensive Legal System
4. Efficient and Well-Developed Financial Market
5. Free Market Economy
6. Stable Government
7. Preferential Taxation – Exemption of income tax, capital-gain tax, inheritance tax, and gift tax.

2. Is Metis HK supervised by any regulatory authority?

Yes. Since Metis HK is a registered trust company under the Hong Kong Trustee Ordinance, our trust plans are issued and interpreted in accordance with the laws of Hong Kong. All clients’ assets are under the protection of the laws of Hong Kong.

3. Are all materials from Metis HK written in English only?

Most Metis CI documents are available in all three languages but some are only available in 1 or 2 languages.

1. What is a Trust?

A trust is a private agreement whereby the settlor, transfer the legal ownership of his assets (which then become the trust assets) to the trustee who manages and holds the assets for the benefit of the beneficiaries.

2. What are Intelligence Pro and Bright Pro?

Intelligence Pro and Bright Pro are a type of Reserved Power Trust within a Discretionary Trust. The popularity of using a Reserved Power Trust structure to achieve asset protection and asset segregation has been increasing as Reserved Power Trust allows the Settlors to reserve a certain degree of control over the trust, which is different in a conventional Discretionary Trust structure.

Intelligence Pro and Bright Pro are multi-functional financial tools that integrates savings, financial management and trust which are designed for the Settlors to appoint Beneficiaries and pass on assets to future generations.

3. How will the Trust Plans help with my asset planning?

Metis HK Trust Plans will help you to:
- Transfer asset to the next generation.
- Provide a comprehensive estate and tax planning.
- Provide employee benefits to company’s key man / staffs.
- Develop personal financial plan like target savings, education planning, retirement planning and wealth accumulation.

4. Can I purchase the plan for my 5-year-old child?

No, a trust plan is only available for individuals who are aged 18 or above.

5. Can I purchase the plan for my family but not myself?

No, but the plan allows up to 4 joint settlors who are 18 or above.

6. Who can benefit from my established Trust Plan?

Clients (Settlors) can appoint Beneficiaries through the Letter of Wishes, whom will receive the proceeds after the death of the Settlor.

7. If I want to have the financial independence to buy a house or children’s education fund, how should I do it?

When the plan accumulates a considerable amount of assets, a regular monthly withdrawal can be set up to pay for mortgages or children’s education fund through Metis HK trust plan.

8. Can I pay the contribution with cash?

No, Metis HK does not accept any cash payment.

9. What are the differences between “Intelligence Pro” and” Bright Pro”?

Intelligence Pro and Bright Pro are multi-functional financial plans that integrate savings, financial management, and trusts.
Intelligence Pro is a regular savings plan with a contribution period of 5 - 30 years. It is designed for medium to long term financial planning, such as education planning for your children and retirement planning.
Bright Pro is a single lump sum contribution plan. It is suitable to fulfill your medium financial needs, such as mortgage, down payments, and venture capital.

Q&A