Will and Estate Planning | 遺囑和財產規劃
Specializing in Will and Trust set-up with partnering Law Firms
- Licensed Manulife Agent fills out the checklist of the needs of your Will and submits directly to partnering Law Firm.
- Neither Manulife nor their agent takes a fee from the testator or partnering Law Firm.
- Since the Property and Beneficiary list (as well as any loopholes) have already been identified by the Manulife Agent, this substantially reduces the workload of the Law Firm.
- As a result, the cost to legalize the Will comes at a substantial cost reduction to the testator.
- Our partnering Law Firms in exchange, funnel any necessary Policies of their customers back to Manulife.
持牌宏利代理會填寫遺囑需求清單，並直接提交給合作的法律事務所
Manulife Department specializing in Tax Planning with KPMG
- Licensed Manulife Agent fills out the checklist of the needs of your situation and submits them to KPMG.
- Neither Manulife nor their agent takes a fee from the customer or KPMG.
- The Particulars of each customers situation vary - the agent will identify the best plan to move forward with by the time KPMG is reached.
- As a result, the cost for execution comes at a substantial cost reduction to the customer.
- KPMG in exchange, funnels any necessary Policies of their customers back to Manulife.
獲授權的宏利代理會根據您的情況及相關的需求填寫清單，並提交給KPMG
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In 2021, we started offering PAMM (Percent Allocation Multi-Management) at Darwinex due to its High Transparency and FCA Regulation.
Through the years, customers asked to increase risk; we couldn't. FCA Brokers can only offer 1:30 Leverage.
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