Tag: Hong Kong ORS

  • Guide to Offshore Pensions in Hong Kong for North Americans

    Guide to Offshore Pensions in Hong Kong for North Americans

    Unlocking Retirement Potential: The New Guide to Offshore Pensions in Hong Kong for North Americans In the ever-evolving tapestry of global finance, savvy investors continually seek out new horizons to secure and grow their wealth—especially when it comes to the pivotal arena of retirement planning. As a beacon of such financial foresight, Invest Offshore has…

  • What are vanilla options?

    What are vanilla options?

    Vanilla options are a type of options contract that gives the holder the right, but not the obligation, to buy or sell an underlying asset at a predetermined price on or before a specific date. They are one of the most common types of options traded on exchanges around the world. In Hong Kong, traders…

  • Hong Kong Occupational Retirement Schemes (ORS)

    [box size=”large”]The Hong Kong ORS is arguably the most tax efficient pension structure available to high net worth individuals.[/box] Hong Kong has established a rather unique vehicle, the Occupational Retirement Scheme (ORS), and its use is not restricted to Hong Kong. An ORS is capable of attracting pension assets from across Asia, Europe and North America.…

  • Canada Overseas Retirement Plan and Hong Kong Pension Law

    A specific type of Hong Kong pension law framework, when structured compliantly, can produce a cross-border financial structure that is government regulated, registered and recognized to reduce the cost of tax for cross-border investment into and out of Canada. A Hong Kong ORSO is after tax contribution with the idea that withdrawals after age 55…

  • Hong Kong ORS and CRS (Common Reporting Standard)

    The Hong Kong ORS is not exempt from CRS/FATCA reporting; which means the ORS is not recognized internationally for deferral of income. ORS402(b) is an exempt from CRS and FATCA reporting exempt beneficiary financial account. WE provide the whitepapers to explain the difference between a Hong Kong ORS and our private label ORS402(b). Overseas Financial…