Introducing Infinity Financial Solutions

Planning to make your aspirations

reality

“A goal without a plan is just a wish”

Antoine de Saint-Exupéry

Everyone has dreams and aspirations and it is our job as financial planners to help our clients to turn theirs into reality.

At Infinity we always start with what the client wants to accomplish because only once we understand the objective can we begin plotting the route by which it can be achieved. As an independent company, we have the freedom to choose from a global range of financial products which enables us to select the very best option for any given circumstance and, as a result, tailor individual solutions for every client.

Infinity is here to protect, build and maximise your wealth for the future security of you and your family, enabling you to achieve your dreams, whatever they may be.

Qualified &

Regulated

Choosing someone to help you manage your wealth is a big decision that requires a high level of trust. We believe it is important that this trust is underpinned by formalised consumer protection in the guise of regulation and independent qualifications.

Infinity’s financial consultants are all qualified to give personal financial advice. In addition to completing our comprehensive in-house training programme, all consultants must hold the relevant external qualifications. We actively encourage further study for advanced industry examinations and all consultants, regardless of experience, must participate in our Continuing Professional Development programme.

Infinity Financial Solutions Ltd is registered in Labuan, Malaysia (company number LL04446) under the Labuan Companies Act 1990. Infinity’s operations are regulated and supervised by the Labuan Financial Services Authority (LABUAN FSA) Licence Number BS200548 and are subject to the legislation of the Labuan Financial Services and Securities Act 2010.

In Hong Kong, Infinity Financial Solutions Ltd is a member of the Hong Kong Confederation of Insurance Brokers and is permitted to conduct long term (including unit linked long term) insurance business. (Membership number # 0462).

Infinity is also licenced by the Hong Kong Mandatory Provident Fund Schemes Authority, registration number IC000975.

How we work The rapport between you and your personal Infinity consultant is at the heart of your relationship with Infinity. Your consultant should be a trusted confidant who will assist with your financial affairs for many years.

The first thing your consultant will do is listen. Once your consultant understands what you wish to achieve they will undertake a detailed fact find to assess your current financial situation. If you are looking for an investment or savings solution they will also carry out a survey designed to assess your personal attitude to risk.

When they have all the relevant information they will research all the available options and potential solutions before presenting you with a plan individually tailored to your requirements.

If you accept the plan and become a client, your consultant will review it with you regularly. Your circumstances and objectives may change over time so the review process is invaluable for ensuring you remain on track for whatever you wish to achieve.

Ongoing support is an essential part of our service pledge and technology today means there are no geographical borders preventing you from receiving a professional service wherever you may be based now and in the future.

Communications When it comes to your money you need to be informed, which is why communication is a key part of our service pledge to clients.

Infinity has invested heavily in state-of-the-art technology to ensure clients can stay fully informed regarding all aspects of their portfolios and policies.

Once your policy has been issued you will receive a login to our Client Online Managed Portfolio Analysis System, COMPAS. This system provides you with 24/7 access to every detail of your policies and investments including a full up-to-date valuation. There is a wealth of information and functionality available including fund factsheets and detailed breakdowns as well as performance analysis of all your investments.

In addition to COMPAS, Infinity will send you monthly emails about your portfolio and regular market updates.

Client Charter Our Client Charter sets out the basis of the relationship between you, Infinity and our consultants.

1. Infinity is completely independent and not tied to any financial institution.

2. The advice given by Infinity consultants is always based on a comprehensive fact find to determine a client’s current financial circumstances, future plans, needs, objectives and attitude to risk. This document is reviewed regularly.

3. Infinity complies with all current international legislation on money laundering and carries out due diligence on clients and the source of funds. We will fully explain this process to you.

4. Infinity never handles your money. All financial dealings are conducted between you and the financial institution concerned.

5. Prior to completion of the relevant application forms Infinity will always fully explain the products it recommends and will provide you with all relevant documentation concerning those products including the product brochure, technical guide and Product Key Facts Statement from the relevant financial institution.

6. Any fees and possible cancellation penalties that you may incur will be fully explained by Infinity prior to application.

7. Infinity will, where relevant, make clear that unit values can go down as well as up and that past performance is not necessarily a guide to future performance.

8. If an investment fund within an insurance policy generates additional initial commission we undertake to rebate this commission to you in full by way of increased allocation. If exit penalties apply these will be highlighted to you in writing.

9. As part of our commitment to building long term business relationships, Infinity’s service includes regular face to face meetings with all of our clients.

10. All Infinity clients will be provided with direct contact details of a senior member of the Board of Directors.

Our ServicesInfinity offers a full range of financial planning

services to clients throughout the world.Wealth Creation

* Retirement Planning* Pensions* Investments* Bonds* Regular Savings* Education Fee Plans

Wealth Protection

* Life Insurance* Medical Insurance * Critical Illness Cover* Income Protection Insurance* Accident & Disability Insurance* Liability and Special Risks Insurance* Travel Insurance

Wealth Preservation

* Estate and Succession Planning* Will Writing* Trusts* QROPS* SIPPS

Additional Services

* Structured Financial Planning* International Banking Facilities* International Mortgages* Property Investments* Corporate and Group Schemes* Foreign Currency Transactions

Trevor Keidan Managing Director, Infinity Financial Solutions

Trevor was one of the three founders of Infinity in 2004 and has worked tirelessly to build the company into a regional brand. He is a

holder of the Financial Advisers’ International Qualification, a member of the Chartered

Insurance Institute and holds a number of regional qualifications.

Ben Bennett Finance Director, Infinity Financial Solutions

A founding partner of Infinity with a financial services career spanning almost three decades and as many continents, Ben contributes a wealth of experience to Infinity. He specialises in financial, regulatory and compliance management.

The people behind Infinity

Trevor and Ben are supported by a network of experienced financial planning consultants and a dedicated team of professionals working from our offices throughout Asia.

Trevor Keidan

Director

tkeidan@infi nitysolutions.com

infi nitysolutions.com.hk

T +852 2815 5828

F +852 2815 5829

M +852 9824 1138

Infi nity Financial Solutions Ltd.

2202 Golden Centre,

188 Des Voeux Road Central,

Sheung Wan,

Hong Kong

Member of the Hong Kong Confederation

of Insurance Brokers 0462

CIB registration number 010911

The Hong Kong Mandatory Provident

Fund Schemes Authority

Reg No. : IC000975

KEIDAN Trevor J

MPF Intermediary Reg. No: 103240

Ben BennettFinance Directorbenbennett@infi nitysolutions.com

infi nitysolutions.com

T +60 3 2164 6585

F +60 3 2164 7081

M +60 12 2067950

Infi nity Financial Solutions Ltd.

S08A0, 8th Floor, South Block,

Wisma Selangor Dredging142A Jalan Ampang

50450, Kuala LumpurMalaysia

Our PartnersWe carefully select and monitor

each one of our service providers.

Over the years Infinity has built a significant network of partners. We constantly research and

update our range of products and currently work with over 100 global institutions to provide the

most efficient solutions for our clients.

Our IndependenceWorking with our partners is important but so is our independence.

Infinity is completely independent so you can be sure the advice we give is both impartial and unbiased.

We are never dictated to by a parent company so we are always free to access and select from an extensive range of thoroughly researched investment options and potential solutions.

The combination of carefully tailored financial planning and a wealth of opportunity is at the heart of what makes Infinity different from other financial advisers.

*The possibilities are endless

Success in life often comes down to making the right decisions at the right time and choosing Infinity Financial Solutions could be one of the best decisions you will ever make.

Infinity is here to protect, build and maximise your wealth for the future security of you and your family as well as to help you achieve your hopes and objectives.

We are one of the leading financial services companies in Asia because our unique brand of personalised financial solutions puts you first.

Always.

香港保險顧問聯會會員Member of the Hong Kong Confederation

of Insurance Brokers 0462

The Hong Kong Mandatory Provident

Fund Schemes Authority

強制性公積金計劃管理局Reg No. 註冊號碼 : IC000975

Infinity Financial Solutions Ltd.,2202 Golden Centre,188 Des Voeux Road Central,Sheung Wan, Hong KongT: +852 2815 5828F: +852 2815 5829info@infinitysolutions.cominfinitysolutions.com.hk

Infinity Financial Solutions Ltd.,S08A0, 8th Floor, South Block,

Wisma Selangor Dredging,142A Jalan Ampang,

50450 Kuala Lumpur, MalaysiaT: +60 3 2164 6585F: +60 3 2164 7081

enquiries@infinitysolutions.cominfinitysolutions.com

Labuan Financial Services Authority (LABUAN FSA)

Licence Number: BS200548Company number: LL04446