10.30 【UTOPIA Masterclass】A Full-Spectrum Solutions for HNW with ILAS
With the official launch of Hong Kong’s new Capital Investment Entrant Scheme (CIES), a trillion-dollar market is now within reach. For financial planning professionals, the ability to deliver seamless solutions from identity planning to strategic asset allocation, has become the key to unlocking high-net-worth (HNW) opportunities and accelerating career growth.
To help you stay ahead, UTOPIA is proud to present an exclusive masterclass featuring Billy, a MDRT Life Member with over 20 years of wealth management experience.
In this session, Billy will share how to leverage investment-linked insurance (ILAS) as a powerful tool to execute the three essential steps for wealth success: Secure, Allocate, and Grow.
This event is completely free with limited seats — register now to secure your spot and gain actionable strategies for the next wave of wealth creation!
Key Highlights:
🎯 Policy Insights: A comprehensive breakdown of the new CIES and what HNW clients truly need
🎯 Compliance & Security: Best practices for managing initial capital inflows safely and efficiently using ILAS
🎯 Asset Allocation: How to build balanced, policy-compliant portfolios that optimize risk and return
🎯 Value Extension: Transform immigration solutions into long-term strategies for asset growth and family wealth succession
Event Details:
Date: 30 October 2025 (Thursday)
Time: 20:00 – 21:00
Format: Online Session
Language: Cantonese
Fee: Free
Deadline: 29 October 2025 (Wednesday) 18:00
(* Registration is not open to AIA agents. Please accept our apologies.)
Sign up
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