With experience of supporting the financial services community in key financial hubs, across the network, we help organisations navigate complex reporting, governance and regulatory issues to achieve their business objectives.

OUR SERVICES:

  • Audit & Assurance
    • CIMA-registered fund audits
    • Licensed corporation audits
    • Broker dealer audits
    • Financial institutional audits
    • Lenders, insurance company and financing vehicle audits
  • Tax Compliance & Consulting
    • Cayman Fund Tax Structuring
    • Hong Kong Tax Compliance and Consulting
    • China Tax Compliance and Consulting
  • Consulting
    • Risk Advisory
      • Internal control assessments
      • PN21
      • SOX
    • Transaction Advisory
      • Valuation
      • Due Diligence
  • Corporate Advisory
    • Liquidation Services
    • Forensic Accounting
    • Expert Witness
    • SFC Compliance
  • Technology
    • Cybersecurity Consulting
      • HKMA - Cyber Resilience Assessment Framework (CRAF)
      • SFC - Guidelines for Reducing and Mitigating Hacking Risks Associated with Internet Trading
      • HKIA - Guidlines for Cybersecurity
      • Security Risk Assessment and Audit (SRAA)
      • Privacy Impact Assessment (PIA)
    • Remote Office Working Arrangement
    • Investor Portfolio Software
    • Corporate Secretarial Software
    • Financial Statement Extraction Software
    • Cayman Filing Software

OUR ENABLING TECHNOLOGY:

  • Microsoft Office 365 - Email, Word, Excel, Powerpoint, Team, Sharepoint, OneDrive
  • Google GSuite
  • Videoconferencing - MS Team, Cisco Webex, Zoom
  • Office Automation (OA) System - File Sharing, Approvals, Timeoff
  • Cloud Accounting - ERP, CRM, Timesheet, Scheduling, Payroll
  • Mobile App - Scanning, Approvals, Signature
  • VPN Setup 
  • IT Support and On-Screen Troubleshooting
  • Cloud-based backup solutions

OUR VALUE PROPOSITIONS:

  • One-stop shop that understands the financial services industry in Hong Kong and globally
  • Seamless cooperation with RSM firms in major financial services hub, including New York, London, Cayman, Singapore, Frankfurt, Paris
  • Technical knowledge , certified professionals and industry experience
  • Partner's and manager's attention