Hong Kong people have one of the highest life expectancies in the world, so it is essential to consider and prepare for retirement expenses early! By optimizing MPF management returns, implementing insurance protection, and managing investments effectively, we help clients achieve financial freedom and plan ahead for the future .

As registered members of the Hong Kong Federation of Insurance Consultants and licensed principal intermediaries with the Hong Kong Mandatory Provident Fund Schemes Authority, we scout and select insurance products from various companies on behalf of policyholders, and negotiate policy terms and conditions with insurance companies on their behalf. We provide policyholders with information on various possible insurance prices, insurance characteristics, and the nature of all insured risks. We connect insurers and policyholders to ultimately reach an insurance contract and provide related one-stop professional services.

Whole life insurance and savings insurance:
Life insurance combined with savings can accumulate wealth and secure your future.

Critical Illness Coverage:
Helping you cope with sudden critical illness in critical moments

Retirement annuity:
Stable income helps you retire worry-free and enjoy life.

Medical insurance:
Protect your health and fully cover your and your family's medical expenses.

Investment-linked insurance:
Combining protection and investment, it helps you grow your wealth.

Travel insurance:
Let you travel without any worries and enjoy a relaxing trip.

General insurance:
We provide quotes for general insurance such as car insurance and workers' compensation.


MPF Integrated Services

As the population ages, the working population will have to support the living expenses of more retirees.

To help the aging workforce save for retirement, Hong Kong enacted the Mandatory Provident Fund Schemes Ordinance in 1995 and implemented the Mandatory Provident Fund (MPF) system in December 2000. This retirement protection system is based on employment; except for exempted individuals, all general employees, temporary employees, and self-employed individuals aged 18 to under 65 are required to participate in the MPF scheme. The "Employee Optional Arrangement," commonly known as the "MPF semi-freedom arrangement," was implemented in November 2012, giving employees autonomy over the accrual of their employee contributions in their MPF accounts. The government passed legislation that, starting from April 1, 2019, members of schemes that make tax-deductible voluntary contributions to the Mandatory Provident Fund (MPF) will be eligible for tax benefits, encouraging citizens to develop a saving habit early and prepare for retirement expenses.

Effective June 26, 2024, the "eService" is an electronic platform established by the Mandatory Provident Fund Schemes Authority (MPFA). MPFA intermediaries can use the "eService" to view their registration details, pay annual fees, submit information change notices and annual returns.

Dingyi is your choice for managing your MPF account, all because of us:

• We represent over 50% of the market share of trustees and MPF schemes, offering a wide selection of various types of MPF schemes and constituent funds.

• Provides market information for different Mandatory Provident Fund (MPF) trustees, helping employees plan retirement investment goals and stay abreast of the latest market trends.

Scope of services

We provide you with comprehensive MPF management services, including both company and personal accounts, such as:

• Employer Account

• Employee account

• Integrate personal accounts

• Employee self-selection arrangement

• Special voluntary contributions

• Mandatory Provident Fund (MPF) Tax-Deductible Voluntary Contributions (TVC)

​

First Pot Family Office provides professional and customized asset management and risk mitigation solutions for high-net-worth families. We assist clients in managing personal risks, such as health, marital issues, and family disputes, and provide effective solutions for corporate risks, such as stock price volatility and mergers and acquisitions.

​

We provide diversified protection for our clients’ various assets (including cash, securities and real estate) through cross-border legal frameworks, such as offshore trusts, ensuring both privacy and control of their assets.

​

For families with substantial assets, we act as family fund managers, internal investment departments, and corporate advisors, providing customized solutions tailored to their development needs. We integrate resources from multiple sources, including private banks, fund trustees, and executive brokers, to help families achieve their vision.

​

A comprehensive banking network / a wide range of financial products:

We have established strategic partnerships with more than 20 top private banks to provide clients with a curated selection of independent asset management (EAM) services.

​

Trust Setup: Core Services of a Family Office

We gain a deep understanding of each client's needs, providing comprehensive guidance from the purpose of establishing the trust, asset type, beneficiary, to the type of trust (e.g., discretionary trust or reserved-rights trust), the choice of trust company, and the legal location of the trust's jurisdiction (e.g., Hong Kong or Jersey), and assisting clients in setting up the trust's management location and trust role.

First Pot Family Office brings together outstanding teams from various fields, leveraging their rich experience and strong capabilities to provide clients with exceptional service.

Introduction to the Hong Kong Capital Investor Entrant Scheme (CIES)

The Capital Investor Entrant Scheme (CIES) is launched by the Hong Kong Special Administrative Region Government to attract well-funded investors to relocate to Hong Kong without the need to operate any business there. Applicants only need to invest their funds in designated permitted asset classes to apply for Hong Kong residency.

Permitted investment asset categories:

Investment amount requirement: no less than HK$30 million.

• At least HK$27 million can be invested in the following asset classes:

  • stock

  • Bonds

  • Certificate of deposit (not exceeding HKD 3 million)

  • Subsequent liabilities

  • Qualified collective investment plan

  • Limited Partnership Fund

  • Non-residential real estate (not exceeding HK$10 million)

• An additional HK$3 million must be invested in an innovation and technology portfolio.

The "New Capital Investor Entry Scheme" has been optimized to allow investment in residential properties, effective immediately. The transaction price of such properties must be HK$50 million or above, and the maximum investment amount that can be counted in the total investment amount is HK$10 million.

Investment immigration application requirements:

1. Must be 18 years of age or older.

2. Invest no less than HK$30 million in permitted investment asset classes.

3. No history of immigration misconduct.

4. Can demonstrate the ability to support themselves and their dependents in Hong Kong without relying on investment income, employment income or public assistance.

Scope of application of the plan:

1. Foreign nationals (excluding nationals of Afghanistan, Cuba and North Korea).

2. Residents of the Macao Special Administrative Region.

3. Chinese citizens who have obtained permanent resident status in a foreign country.

4. Stateless persons who have obtained permanent resident status in a foreign country and hold valid documents that allow them to re-enter that country.

5. Taiwanese residents.

First Pot Group's professional advantages:

 

Our partners have extensive experience and expertise, leveraging years of experience at the Big Four accounting firms and international accounting firms in handling large-scale projects such as IPOs, audits of listed companies, compliance, mergers and acquisitions. We provide high-quality, comprehensive professional services to clients of all sizes and industries, from startups to listed companies and multinational corporations.

 

We focus on providing affordable and high-quality services, striving to build long-term partnerships with our clients, understand their business needs, and provide them with customized services and solutions to help them achieve their business goals.

​

Key Management Experience:

​

PricewaterhouseCoopers, KPMG, Mazars Group, Shinewing...

Participated in and successfully assisted listed companies, funds, and investment banks in acquiring companies in Hong Kong and mainland China.

Participated in and successfully assisted IPO projects to list in Hong Kong, and was responsible for auditing listed/SME companies in different industries.

A clear understanding of the needs of clients and companies in different industries makes communication smoother.

We have provided various services to more than 600 customers, and we will continue to expand to bring high-quality services to more customers.

Our goal is to provide excellent service to our clients while growing together with them. We are committed to building long-term partnerships.
Understand customer needs and provide tailored solutions.

​

The services we provide

​

1. Accounting/Bookkeeping Services

Our professional accounting team will prepare your accounts in a compliant manner, providing high-quality accounting services tailored to your needs and timeframes.

 

2. Auditing Services

With our extensive auditing experience, we are able to provide high-quality auditing services.

 

3. Pre-listing Consultation Services

Leveraging our team's experience in listing in Hong Kong and the United States, we help our clients prepare for their IPOs.

​

4. Merger and Acquisition Consultation Service

Leveraging our team's experience in domestic and international bulk purchasing, we provide valuable advice for our clients' bulk purchasing projects.

​

5. Company Secretary

We provide one-stop company secretarial services, including but not limited to acting company secretaries, appointing or resigning company directors, opening branches, changing the nature of business, share transfers, and due diligence (CDD).

Prepare annual declaration forms and register key controllers, etc.

​

6. Taxation and Business Consultation

We provide professional tax analysis and planning tailored to the specific tax needs of our clients (individuals/companies). We also offer business consultation, providing analysis, planning, and support to our clients.

​

7. Assist clients in establishing offshore funds or limited partnership funds.

We provide clients with ongoing legal advice and tax assistance for setting up offshore funds, from daily management to the corporate level. We tailor exclusive fund structure solutions to help clients achieve their investment and financial goals, and offer professional legal services including auditing.