Excellent wealth management experience
Leveraging our professional expertise and a thorough understanding of your financial goals, we formulate highly personalised and the most appropriate financial plan options. The financial plan will be reviewed regularly to ensure that it remains responsive to your needs at different life stages.
Comprehensive wealth management platform
Perform(1)(2) collaborates with more than 20 insurers and over 40 fund houses, providing customers with more than 600 individual life insurance plans, 180+ general insurance plans and 1,000 funds. Perform(1)(2) also offers a full suite of financial products and services including MPF, mortgages and overseas properties.
Your life planning companion
We pledge to be your life companion by accompanying you on your journey with smart wealth management solutions and regular reviews of your financial plan to keep it responsive to your objectives at different life stages. This way, we will ensure your money works smarter as you work harder to pursue your desired life.
(1) Insurance and MPF schemes brokerage services are provided by OnePlatform Wealth Management Limited ( respectively an Insurance Broker Company with HKIA Licence No. FB1452 and Principal Intermediary with MPF Registration No. IC000579)
(2) Fund products, portfolio management services are distributed and/or rendered by OnePlatform Asset Management Limited (a licensed corporation with SFC CE No. AFQ784).
(3) Money lender business (including mortgage) are provided by OnePlatform Credit Limited (Money Lenders Licence Number 1138/2023).
(4) Any estate agency business exclusively in relation to properties outside Hong Kong are provided by OnePlatform International Property Limited.
(5) Any other non-regulated products and/or services are provided by subsidiaries of AGBA Group Holding Limited.
(6) (a) Healthcare services, with professional consultations from health monitoring to pathology analysis, are rendered by a strategic partner of AGBA Group Holding Limited, namely, HCMPS Healthcare Holdings Limited and its associated company (collectively “HCMPS”). (b) Medical services, as well as healthcare services, are rendered by Kwai Fong Medical Centre Limited (trading as Kwai Fong Medical Centre) and Laguna City Medical & Dental Centre Limited (trading as Laguna City Medical Centre) and/or any other centre(s) from time to time under HCMPS.
(7) Information consultancy services and/or data processing services etc. (including but not limited to back-office management support, sales management support, sales services hotline and data management services) are rendered by a strategic partner of AGBA Group Holding Limited.
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