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Getting started is simple:
  1. Contact your Chubb Wealth Advisor
    Contact your Chubb Wealth Advisor to get started. If you don’t have one, leave us a message below and we will assist you promptly.

  2. Submit your application
    A Chubb Wealth Advisor will guide you through the application process, making it straightforward and hassle-free.

  3. Provide documents and deposit
    Submit the required regulatory documents and make your deposit—no unnecessary paperwork.

We are currently welcoming clients in Hong Kong who qualify as Professional Investors to join our platform.

To qualify as a Professional Investor, you must hold HKD 8 million or equivalent in assets, which may include:

  • Investments such as stocks, bonds, unit trusts, equity-linked investments, and more (valued at market rates)
  • Certificates of Deposit (CDs)
  • Cash or cash-equivalent deposits

Contact your Chubb Wealth Advisor for more details.
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