On the morning of March 19, 2016, several small IFA members from Beijing, Shenzhen, Guangzhou, and Sichuan embarked on a financial study tour to Hong Kong.

Schedule of the investigation is quite tight. In the evening of March 18, our small members met in Shenzhen. At 7 o'clock of March 19, they embarked on Hong Kong from port of Shenzhen Bay, arrived in Harbour City at 8 o'clock, and visited Prudential and AIA. After visiting the link of bill signing, they accepted about 2-hour training and attended seminar on famous insurance types of Hong Kong. They put forward many questions concerned, and got satisfactory solution.

At noon, our small members arrived at Taikoo Shing by crossing the strait. After tasting Hong Kong tea and cookies, they began to research Hong Kong trusts and funds. Because Hong Kong insurances are extremely welcome and incurred repeated restrictions from SAFE and UnionPay, currently Hong Kong trust and fund become good choice for multi currency wealth Allocation. During two and half hour visit and training, our small members understood the difference between overseas trust and China mainland trust, and how to choose a good fund for investment.

Through a travel, our members got familiar with the business route, visited product providers, received a targeted training, got known with the experts and industrial partners, also conducted a shopping, everything is satisfied!

Some reflections with participants:

Participant A: "In the Hong Kong travel and training we went with an actual route, which was greatly helpful for us who are trying to carry out Hong Kong insurance but without practical experience. Next time when coming with our clients, we will be confident without any worry."

Participant B: hereafter private wealth management carrying out abroad will become a trend. It is good for us to visit our nearest neighbor Hong Hong, to view the way of our predecessors."