Regulatory Compliance

We strictly adhere to all applicable laws and regulations in Hong Kong, including but not limited to the Anti-Money Laundering and Counter-Terrorist Financing Ordinance (AMLO), the Personal Data (Privacy) Ordinance (PDPO), and all relevant financial services regulations.

KYC & AML Policies

In partnership with our financial institution partners, we maintain rigorous Know Your Customer (KYC) and Anti-Money Laundering (AML) procedures:

  • Comprehensive customer identification and verification processes
  • Ongoing transaction monitoring for suspicious activities
  • Regular staff training on AML/CFT requirements
  • Reporting obligations to the Hong Kong Monetary Authority (HKMA) as required

Privacy Policy

Data Collection

We collect only the personal data necessary to provide our services, which may include:

  • Identification information (name, date of birth, ID/passport details)
  • Contact information (address, email, phone number)
  • Financial information (account details, transaction history)
  • Technical data (IP addresses, device information)

Data Usage

Your personal data is used for:

  • Providing and improving our services
  • Complying with legal and regulatory requirements
  • Preventing fraud and financial crimes
  • Communicating important service information

Data Protection

We implement appropriate technical and organizational measures to protect your data:

  • Encryption of sensitive data in transit and at rest
  • Access controls and authentication mechanisms
  • Regular security assessments and audits
  • Data minimization and retention policies

Your Rights

Under Hong Kong’s PDPO, you have the right to:

  • Access and correct your personal data
  • Request deletion of your data where permissible
  • Withdraw consent for data processing
  • Lodge complaints with the Privacy Commissioner

We value your privacy and strictly comply with relevant regulations to ensure that your personal data and transaction information are fully protected.

Financing for your options exercise.

Exercising stock options can be complicated and expensive. We do our best to make it simple and affordable.

  • Custom question templates
  • Performance reporting
  • OKRs and goal management
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