Q. What happens to my investments if my financial advisor leaves the company?
A. We believe that our client’s financial future is far too important to leave to one single advisor. EIG’s core focus is to provide each client with their own personal finance team to include: financial consultant, tax advisor, para planner, administration, wills and trusts specialist, etc…
Q. What is the minimum investment for both a regular savings plan and lump sum?
A. Contrary to popular belief, Investment plans are available from as little as $150 USD per month or $15,000 USD as a lump sum. However, due to the fact that EIG provides each high net worth client with their own personal finance team we only accept clients who have an annual income of $50,000 plus, or a net worth of half a million USD.
Q. Do I have to disclose my financial information when meeting with a consultant?
A. Yes. In order for the EIG financial team to prepare a thorough and comprehensive financial life-plan it is extremely important that we understand where you are today, where you are looking to go in the future and what you currently have at your disposal to help you achieve your needs and goals.
Q. How do I know my financial consultant is competent enough to be responsible for my family’s financial future?
A. Although it is not a requirement of the industry for advisor to be licensed in China, EIG has an internal code of ethics which makes it mandatory for each consultant to hold the Financial Advisors International Qualification (FAIQ) or equivalent before giving client advice.
Q. How can I trust a company that I have only known for a short while to handle my funds?
A. Because EIG is an intermediary, you will never hand over funds to our company or any of our staff. We will arrange for you to transfer funds directly to the product providers themselves.
Q. Everyone claims they have the right strategy. How do I truly know that yours is any different?
A. EIG will determine which pro actively managed strategy is best suited to your requirements only after conducting a personal financial analysis. The analysis will determine your risk profile, lifecycle stage, global tax position, current situation and future objectives.
Q. What amount of funds do you have under management?
A. EIG uses the fund management services from leading financial institutions such as Generali, Friends Provident and Zurich who collectively manage over 500 billion USD.