Our Fees


Services FEE in HK$

Initial Meeting 

Thereafter, Hourly Fees Charged (unless specified otherwise and agreed in advance)

Administrative Staff……….
Advice Team……….

We do offer ‘Agreed in Advance/Capped Fees’ for specific projects and second opinion mandates. Please ask for a quotation based on your needs.

 

Free up to 1hr

 
2,000
4,000

 

Establishment of:

Hong Kong based Fund Platform…….
Offshore Fund Platform………….
Offshore Portfolio Bond……………..
 

We do not take/receive commission on any investment product.

 

25,000
40,000
50,000
 

Ongoing Investment Management:

Annual Charge - depending on account size and complexity…………………………………………


Platform providers will have annual fees, which range from:


Our model portfolios cost between:

 

 
0.75% to 1.25%
(Quarterly in arrears, based on NAV)


0.1%pa to 0.3%pa. You will be informed of these in advance.


0.27%pa and 0.54%pa

Analysis of existing ILAS (Insurance Linked Savings Plans)
products…………………….

 
5,000 per policy

UK Pension Related:

SIPP (Self Invested Personal Pension)

ROPS (Recognised Overseas Pension Scheme)

QNUPS (Qualifying non-UK Pension Scheme)

 

We outsource UK pension related advice to ensure you get UK FCA regulated and best advice. This advice is subject to third-party fees.

A Pension Transfer Analysis and Appropriate Advice letter is £1,000 (£400 for TVAS and £600 Appropriate Advice letter). You need both to effect a transfer. 

If you have more than one pension for review/advice then additional fees will apply.

Private Capital Limited time-cost fees will also apply.

Protection Planning (Personal):
Life Assurance
Critical Illness Cover
Estate Planning

Protection Planning (Corporate):
Key Person
Director Share Purchase
Partnership Protection

Insurance policies written in Hong Kong and the wider region DO pay commission. This cannot currently be avoided.

We will disclose exactly how much commission a policy will generate BEFORE you decide to proceed. We will keep a time-sheet detailing the work we do for you and offset our fees against said commission. You will either have extra to pay (agreed) in advance or a credit on your account against future work we might undertake.

Group Medical Insurance:
Our In-house Specialist can review existing or advise on the implementation of new schemes.

 

Scheme Specific: Product Providers do pay commission and this is disclosed in full prior to acceptance or renewal.

Group Retirement Planning:

We work with leading ORSO (Occupational Retirement Schemes Ordinance) providers to ensure you get the right scheme features and the best price for the company and scheme members.

 

Trusted third-party fees apply. Details on application and always agreed in advance.

Private Capital Limited time-cost fees will also apply.

Other Services:

Assisting in formation of a trust……………………….
Assisting in formation of a BVI or HK company………….
Assisting in creation of a Will……………………………

 

Trusted third-party fees apply. Details on application and always agreed in advance.

Private Capital Limited time-cost fees will also apply.

Our Financial Services


Private Capital delivers tailored solutions for clients' investment, insurance and protection needs.

ORSO: Group Retirement Planning

ORSO: Group Retirement Planning

Installing a well-designed and well-communicated ORSO group retirement plan is an easy way for employers to deliver an exceptional employee benefit...

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Group Private Medical Insurance

Group Private Medical Insurance

Optimise your cover vs. budget and simplify the process of getting the right cover in-force at the right price and at the right time.

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Second Opinion

Second Opinion

Tailored reports for those seeking a second opinion on existing investments, offering a succinct, objective, third-party review.

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Estate & Succession Planning

Estate & Succession Planning

Estate and succession planning provides peace of mind that your assets will be inherited by your chosen beneficiary. It starts with creating a will...

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Personal Retirement Planning

Personal Retirement Planning

Retirement is closer than you think! Click me!

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Protection Planning

Protection Planning

Protecting you, your family/dependants and or business is one of the most important areas of advice.

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Investment Management

Investment Management

Fee-only Evidence-Based Investment management which is unbiased, truly independent and executed in a highly cost efficient manner. 

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