Professional Services

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Professional Services Service Providers and Companies

Accounting & Finance

service

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Accounting & Finance Service Providers and Companies

Laserfiche International Limited

Enterprise Content Management for Financial Services Laserfiche empowers banking and credit services institutions, investment management and wealth firms to digitize financial records, streamline document workflows, and securely manage sensitive customer data. By connecting data and processes across core systems, financial institutions boost productivity, improve compliance, and deliver faster, more personalized customer services. In Asia’s fast-paced financial services industry, where customers expect instant digital services and regulators demand greater accountability, institutions must modernize to stay ahead and drive new growth. With a cloud-based enterprise content management (ECM) and AI-powered automation platform, like Laserfiche, financial institutions are empowered to cut servicing times, connect fragmented data, and scale efficiently, enabling staff to focus on high-value activities and clients.  Our Solutions – Benefit-Driven Pillars Boost Employee Efficiency: Automate routine servicing tasks and approvals so staff can focus on personalized customer interactions and high-value priorities.Serve Customers Faster: Streamline account opening, KYC, AML, and credit checks with AI-driven data capture – reducing errors and turnaround times.Strengthen Compliance: Simplify audits and reduce risk with automated records management, robust audit trails, and secure access controls – supporting data standards like GDPR.Make Data Accessible: Connect core banking and financial systems for a complete, real-time customer view to support faster decisions and better service.Unlock Growth Capacity:Free teams from manual processes to accelerate time-to-market, launch new services, and focus on revenue-generating opportunities. Why Choose Laserfiche Global SaaS leader in intelligent content management and process automationCloud-first, AI-enabled solutions designed for financial services transformationProven success with banks, investment firms, and wealth managers worldwideEasy integration with core financial systems for a complete customer viewCall to Action Contact us today to explore how Laserfiche can accelerate your financial services transformation.Schedule a Demo  Regional Contact us.    

Enterprise Content Management for Financial Services

CW Business Services Limited

Administrative matters can distract you from your core business. This is especially so when doing business in mainland China, where dealing with local authorities can be costly in terms of time and effort. Furthermore, complying with all the rules and regulations that may be subject to change overnight and have different interpretations and applications in different districts, which often requires your undivided attention and full alertness, can be strenuous at times. This is where we come into the picture - we can help you navigate this bureaucratic and administrative minefield. For over 30 years, CW’s dedicated and knowledgeable team has supported clients in mainland China and Hong Kong in their back-office operations. We are very well-versed in local legislation and requirements as well as international and local accounting standards. We provide reliable support tailored to your specific needs with quick response times so that you can focus on your business operations and on issues that matter to you the most. Our experienced and expert team can support you in: Bookkeeping and maintenance of accounting records;Preparation of periodic and annual management accounts and supporting schedules;Preparation of financial reports and packages in a format suitable for specific clients;Preparation of budgets and variance analysis;Secondment of accounting professionals for specific projects.

Accounting & Financial

Lion Consulting Limited

We are the Global Recognized Employer Partner of CPA Australia and the Approved Training Officer of the Association of International Accountants, UK.Our staff is qualified accountants and student accountants provide professional accounting and financial reporting services. Apart from general accounting services, our network firm, Lion CPA Limited, offers statutory and special auditing services for clients to comply with the requirements of the Companies Ordinance and their special needs.We are theChartered Tax Advisersfirm and Chartered Tax Adviser Accredited Employer of Taxation Institute of Hong Kong. We are familiar with local and international tax that assist our client to setup proper tax planning and compliance system. We can act as clients' Tax Representative to assist them to solve tax disputes, tax investigations, BEPS and Transfer Pricing arrangements, offshore claims, tax computation, tax reporting and compliance with the requirements of the Inland Revenue Ordinance.We are also theXEROEcosystem Professional Partner and Certified Advisors. We offer cloud-based accounting and financial reporting solutions to local and cross-border clients. Clients can access their financial information anywhere with any devices that can connect to internet.We are the people behind your people making the right moves to sustainable success!

Accounting and Financial Reporting Services

Enterprise Content Management for Insurance Laserfiche helps insurers, agents and brokers digitize and automate the management of policyholder documents, claims and policies. Connect data and workflows across core systems to speed up response times, reduce compliance risks, and allow staff to focus on growth and customer service. In Asia’s fast-changing insurance markets, where digital-first customers demand instant service and regulatory requirements are increasingly complex, insurers must modernize to stay competitive. Laserfiche provides cloud-based enterprise content management (ECM) and process automation that enables insurers to digitize policyholder data, accelerate claims and policy workflows, and strengthen compliance — empowering teams to deliver efficient service and build customer trust.  Our Solutions Accelerate Insurance Operations: Automate data intake, approvals and updates across the value chain to cut turnaround times and improve customer satisfaction.Make it Easy for Policyholders and Agents: Provide a self-service portal to submit applications, claims and updates anytime, with faster approvals through automation.Reduce Compliance Complexity: Stay ahead of evolving regulations such as HIPAA and GDPR with built-in data governance tools, records retention schedules and audit trails.Reduce Errors and Costs: Eliminate manual entry errors with AI data capture. Connect data across systems and use your data for smarter decisions.Drive Growth Through Efficiency:Free staff from repetitive tasks, so they can focus on developing new products, and advising and engaging with policyholders. Why Choose Laserfiche Global SaaS leader in intelligent content management and process automationTrusted by leading insurers across North America, Europe and AsiaSeamless integration with claims and policy administration systems for a complete policyholder view Explore how Laserfiche can accelerate your insurance transformation.Schedule a Demo  

Enterprise Content Management for Insurance

Businesses come in various sizes and forms; the more complex the structure is, the heavier the compliance and governance burden. The time and effort involved in sustaining these structures can, in turn, translate into more costs. The highly experienced Corporate Secretarial Services teams at CW can lift this burden off your shoulders by providing efficient and reliable support for your company set-up and all related administration to ensure continuity in your business activities in Hong Kong.  Setting up a Hong Kong limited company For the setting up of a limited company in Hong Kong, ready-made companies are available. It takes three days to have all documents ready for signing after the company is bought and all information obtained. A shelf company list will be provided upon request. For tailored-made companies, with clients providing their selected names to incorporate the companies, it takes around 6 working days for the Companies Registry to issue the Certificate of Incorporation and 9 working days to complete the whole incorporation process (excluding the posting time required for document exchange and opening of bank accounts).  Opening a bank account in Hong Kong Opening a corporate bank account in Hong Kong is not a straightforward process. In addition to standard corporate documents and identification documents of directors or shareholders, the bank will also ask for business proof of existing business operated by directors or shareholders. Together with our clients, our team assists in preparing documents to prove that: The business has a legitimate background, solid financial support, and a promising prospect.The company can generate revenue and can provide an estimated annual turnover.The management (e.g., the director of the company) of the company has proven experience in the industry. Our services Incorporation of a Hong Kong Limited Company with standard Articles of Association.Provision of registered office.Annual service of acting as your Company Secretary.Acting as your designated representative of Significant Controllers Register.Assist in opening of a bank account. Procedures of engagement     

Registration of a limited company in Hong Kong

The international tax environment is changing rapidly due to coordinated actions by governments and of unilateral measures designed by individual countries, both intended to tackle concerns over base erosion and profit shifting (BEPS) and perceived international tax avoidance techniques. As a result, the tightening of tax regulations around the globe can present different risks to business operations, and such risks can, in turn, have many repercussions. We shall be pleased to provide tax services to you in your unique tax situation, whether corporate or individual, national or international. We are here to provide you with tailor-made tax solutions that support your business needs, including managing your tax exposure, optimizing tax efficiency, and coping with the changing tax environment. Our tax professionals, which include qualified accountants of CPA Australia, ACCA, and HKICPA, are equipped with tax expertise gained through their long years of prior experience in providing tax advisory services in Hong Kong, China, and international context to local and multinational clients in various industries such as manufacturing, wholesale, retail, real estate, information technology, hospitality, logistics, shipping and airlines, fund management and financial services. We are also strong in supporting you in meeting your tax compliance/filing obligations and dealing with the tax authority to resolve tax disputes. In Hong Kong, we can support you in: Tax compliance matters such as profits tax returns filing, employer’s returns filing, individual returns filing, and replying to inquiries raised by the Hong Kong Inland Revenue Department;Stamp duty matters including application for stamp duty relief;Tax dispute resolution;Tax investigations and field audit;Advance ruling application;Tax treaty matters including application for treaty relief, tax resident certificate, and initiating mutual agreement procedure;Capital gains claim;Offshore profits claim;Depreciation review;Objection and appeal to the Board of Review and courts;Other corporate tax planning, such as holding structure for investment in and outside Hong Kong, IPO holding structure, intellectual property holding structure, funding arrangement to achieve tax efficiency;M&amp;A tax matters, such as tax due diligence review, financing, and tax-efficient structuring;Individual tax planning and advisory matters, such as time apportionment claim, application for tax exemption, taxation of fringe benefits, including share options/awards.In Mainland China, we can support you in: Tax compliance;Individual income tax planning;Export tax refund application;Tax health-check;Tax planning;Client representation.

Tax Advisory

Businesses come in various sizes and forms; the more complex the structure is, the heavier the compliance and governance burden. The time and effort involved in sustaining these structures can, in turn, translate into more costs. The highly experienced Corporate Secretarial Services teams at CW can lift this burden off your shoulders by providing efficient and reliable support for your company set-up and all related administration to ensure continuity in your business activities in Hong Kong. We offer practical solutions in line with local business protocols and regulations, from preparing all required documentation to liaison with relevant authorities. Hong Kong is the key gateway for doing business in Mainland China and Asia. CW’s team has advised clients for almost 30 years on how to successfully set up in the region by building strategies on using a Hong Kong company as a stepping stone into Greater China, including using the Closer Economic Partnership Arrangement (“CEPA”). We are dedicated to ensuring the process of setting up a business in Hong Kong is one that is simple, swift, and cost-effective. Our services include: Incorporation of a Hong Kong Limited company;Provision of company secretary and registered office;Bank account opening;Trusted bank signatory;Employment visa handling;Closing a Hong Kong Limited company;Legal certification;CEPA application.

Corporate Secretarial

Lion Consulting, Limited is a Licensee of the Trust and Company Service Provider (License No: TC006204) with the Companies Registry under the Anti-Money Laundering and Counter-Terrorist Financing Ordinance (Cap. 615).  We are based in Hong Kong with offices in Shenzhen, Guangzhou, Shanghai and Singapore.We assist client to setup company in Hong Kong and China. Apart from company formation, we are also provide a comprehensive corporate service that assisting client to comply with the requirements of company laws in Hong Kong and China. Lion Consulting (Shenzhen) Ltd. is a member of Lion Group, registered in China to service clients in Mainland China. Lion Consulting Pte. Ltd.(Lion Singapore) is Lion Group Member registered in Singapore. Lion Singapore is the Chartered Accountants Firm, Registered Filing Agent and Registered Tax Agent in Singapore to offer professional services to clients in ASEAN areas.We are not just only to provide company formation service to certain region, but we are also assist client to comply with the requirements of the local company laws.Culture difference is another major factor that affect the operation of a organization setup by foreign investor. We are familiar with the culture in those areas, we act as bridge between two different cultures and assist client to manage this issue, as well as increase productivity. 

Hong Kong, China, Singapore and Overseas Company Formation Services 

China — a vast country covering approximately 9.6 million square kilometers — is for a business looking further afield, beyond its national borders “the place to be”. Being one of the world’s fastest-growing economies, China is the epitome of growth and opportunity and is considered by many to offer the best investment proposition. As your well-networked trusted advisor, CW can connect you with the Chinese market and help you realize your ambitions of global expansion by setting your China entry and development strategies, and creating new opportunities for business development in China. We deliver deep and lucid insight to our clients so that they can better understand their markets and make sound investments. The sheer breadth and depth of our market knowledge allow us to provide tailor-made business planning and implementation support, while at the same time safeguarding clients’ interests in the form of market diagnosis, business planning, and implementation support: Advisory &amp; Consultancy - Having clear business objectives is essential for our work. What you want to achieve and how you intend to operate your business will be the key to finding the most appropriate entry model to China. Whether you are buying from China or selling to the Chinese market, a well-structured business must incorporate the application of the relevant local laws and compliance rules into the initial planning.Implementation Support - We are a team of professionals from tax, accountancy, and legal backgrounds driven by passion and a strong sense of practicality in dealing with China issues. By keeping abreast of changes and developments in the macro-environment, we are ideally placed to help and guide international clients in sailing through the mainland Chinese market.

China Consulting

(Clone) China Consulting

Laboratory for AI-Powered Financial Technologies Limited

A New Paradigm of Supply Chain Finance seamlessly blend advanced technologies with contemporary financial instruments and collaborative machine learning frameworks, enabling you to effortlessly make well-informed credit and risk management decisions. This comprehensive suite offers a wide array of e-commerce value chain financial products, encompassing E-commerce Financing, E-commerce Services (such as Intelligent Product Selection, Advertisement Optimization, and Intelligent Customer Service), Risk Control Reports, and FinTech Services. Leverage our extensive partnerships with a multitude of financial institutions and cross-border e-commerce enterprises to propel the growth of your business. 

A New Paradigm of Supply Chain Finance

FinSights is a highly automated AI Agent with robust reasoning capabilities, seamlessly integrating fundamental and quantitative analysis to address real-world financial scenarios. It excels in the aggregation of news and information, efficiently synthesizing critical insights from vast datasets. FinSights offers a suite of services including research report summaries, responsive Q&amp;A based on both texts and charts, and the ability to execute sophisticated tasks. By analyzing industry trends and monitoring pivotal market events, FinSights strive to deliver tailored, data-driven recommendations. Whether you are a seasoned financial analyst requiring in-depth insights or a general investor seeking an edge in complex market conditions, FinSights empowers you with the tools to navigate investment landscapes confidently. 

FinSights

Hong Kong Export Credit Insurance Corp

Besides insurance cover on the export of goods, the ECIC also have tailor-made insurance policies for Hong Kong service sectors to cater for their unique requirements. These policies protect exporters against non-payment risks when they render services to overseas clients on credit terms.	Freight forwarding services policy.	Hotel services policy.	Testing and inspection services policy.	Construction professional services policy.	Travel agent services policy.	Aircraft services policy.	Advertising services policy.	Specific management services policy.

Cover on Export of Service

   香港出口信用保險跼（信保跼）於1966年成立，是為香港出口商提供出口信用保險服務的法定机構，以保障出口商在付貨前後因商業或政治事故未能收回款項的風險，從而鼓勵及支援香港出口貿易。信保跼鬚根據《香港出口信用保險跼條例》（香港法例第1115章）的要求營運，併獲香港特憋行政區政府保證承擔信保跼根據保險合約所負的或有法律責任，現時法定最高負責額為400億港元。   信保跼為需放帳予海外買家或用戶的香港貨物或服務業出口商，就放帳期長達180天的交易提供一系列出口信用保險服務。信保跼除了承保在香港出口和轉口的貨物外，亦承保由供應商所在地不經香港而直接付運予買家的离岸貨運。信保跼保險設施的最高賠償率為信用限額的90%。  

出口信用保險

   一站式網上平檯「信保易」（www.ec-link.com.hk）有助信保跼與客戶之間建立電子文檔及交換資訊。出口商可以隨時隨地透過信保易投保，保戶則可使用這個平檯管理保單，例如提交信用限額申請、管理買傢組合的信用限額、申報貨運、申請延長付款限期或改變付款方式等。「信保易」更提供統計報告，輔助保戶分析業務表現。  

信保易－信保跼一站式網上平檯

風險保障：
   最高賠償率為百分之九十。  信貸管理：
   信保跼提供買傢信用調查及評估，並定期更新買傢資料，追蹤風險變化。  應收帳管理：
   信保跼與世界各地眾多律師及債務催收公司經常保持緊密聯繫，在解決付款睏難方面經驗豐富，可以協助保戶解決買傢拖欠款項的問題，並建議適當的措施以防止及減輕損失。  促進貿易融資：
   信保跼的保單普遍獲銀行接納為有效的出口票據貼現觝押品。保戶祇需透過授權書將保單的賠償權益轉予銀行，令銀行取得保單的保障，便有助取得出口融資。  

多重利益

To assist Hong Kong exporters in managing credit risks for their overseas businesses, the ECIC is now providing online free quotation for exporters to enjoy free credit checks on buyers on its one-stop online platform EC-link. For more details, please visit EC-link at www.ec-link.com.hk.


Online Free Quotation on EC-link

Cypress Certified Public Accountants

 Together with our partners, our personal financial services team comprises experienced investment consultants, tax and legal professionals. We focus on advising clients in preserving&nbsp;private and family wealth, succession planning and resolving&nbsp;issues which may include but not limited&nbsp;to stamp duty, trust law and taxation. 

Personal Financial Services

PT AIA FINANCIAL

PT.&nbsp;AIA FINANCIAL (AIA) is one of the leading life insurance companies in Indonesia and is a life insurance company registered in and overseen by the Financial Services Authority.
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In 2009, PT AIG Life changed its name to PT AIA Financial Based on letter number 042 / LGL-AIGL / Srt / V / 2009 dated May 27, 2009. and in accordance with Copies of Deed of PT AIG Life Shareholder Resolution No. 35 dated 29 April 2009 made by notary Merryana Suryana, SH and approved by the Minister of Law and Human Rights through the Decree of the Minister of Justice and Human Rights No. AHU - 21773.AH.01.02 Year 2009 dated May 19, 2009 stating that the Ministerial Regulation number S-078 / MK. 5/2005 dated February 1, 2005 applies to the new name of PT.&nbsp;AIA Financial before its PT AIG Life.
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AIA in Indonesia is a subsidiary of AIA Group.&nbsp;AIA offers a range of insurance products, including: Sharia-compliant insurance, which includes life insurance, health insurance, personal accident insurance, investment-linked insurance, employee benefits programs, severance programs and Pension Fund (DPLK) programs.&nbsp;The products are marketed by more than 10,000 experienced and professional salespeople through various distribution channels such as agency, Bancassurance and Corporate Solutions (Pension &amp; Employee Benefits).
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Based on the 2014 Life Insurance Performance Report of Indonesia 2014: 	 AIA ranks second in life insurance companies in Indonesia in terms of Total Weighted Premium Income (TWPI) with a market share of 10.3 percent.&nbsp;TWPI AIA in 2014 grew by 23 percent from a year earlier to Rp8.1 trillion.   	 AIA is also listed as the top three life insurance companies in Indonesia for the acquisition of New Business Total Weighted Premium Income (NBTWPI) with a market share of 8.5 percent.&nbsp;AIA recorded NBTWPI growth of 10 percent to Rp2.3 trillion in 2014.  

PT AIA Financial

Money 101 - Money for Life Pty. Ltd.

This&nbsp;Platinum&nbsp;Package&nbsp;includes 20 modules, a company branded micro site, financial literacy video, launch postcards and monthly email communication for employees. In addition, a launch pack including 30 money boxes, 30 mouse pads, and 15 financial kits is provided.

 
  20 Money 101-branded modules selected from the full suite by the client. 
  Company-branded micro site. 
  12 monthly email communications. 
  Financial update video for the micro site. 
  Quarterly updates of the video. 
  3 designs for launch postcards (printing not included). 
  3 designs for launch poster (printing not included). 
 

Financial Package

The Gold Package&nbsp;includes 10 modules, a company-branded micro site, financial literacy video, launch postcards and monthly email communication for employees. The 10 modules include&nbsp;the following topics:&nbsp;life planing, money management, super basics, retirement planning, estate planning, debt management, insurance, investments, home loans, and taxes. 

 
  Company-branded micro site. 
  12 monthly email communications. 
  Financial&nbsp;update video&nbsp;for the micro site. 
  3 designs for launch postcards. 
 

The&nbsp;Bronze Package&nbsp;includes&nbsp;4 modules, a company-branded micro site and launch postcards. The&nbsp;4 modules include&nbsp;the following topics: money management, super basics, debt management, and insurance. 

 
  Company-branded micro site. 
  1&nbsp;design for launch postcards. 
 

The Silver Package&nbsp;includes&nbsp;6 modules, a company-branded micro site, launch postcards and monthly email communication for employees. The&nbsp;6 modules include&nbsp;the following topics: money management, super basics, retirement planning, debt management, insurance, and investments.

 
  Company-branded micro site. 
  12 monthly email communications. 
  1&nbsp;design for launch postcards. 
 

DBS Bank (Hong Kong) Limited

As one of the leading banking groups in Hong Kong and Asia, we are able to provide you with professional wealth management services. We offer a tailor-made and personalized financial service that helps you enhance your wealth. Just release yourself from the hassle of managing your finances with this program and enjoy your time with your loved ones. 

 
  Priority services. 
  Wide range of financial products and services. 
 

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