Preferred Investment Advisors (H.K.) Ltd. is one member of the Preferred International Financial Group, and is 100% held by the Preferred International Financial Holding (Asia) Ltd. Preferred International Financial Group established Preferred Investment Advisors (H.K.) Ltd. in Hong Kong in January 2006. Preferred Investment Advisors (H.K.) Ltd. initially provided investment advisory services to the Group’s subsidiary. In 2008, we were granted the license for Type1 (Dealing in Securities), Type 4 (Advising on Securities), and Type 9 (Asset Management) regulated activities by the Securities and Futures Commission in Hong Kong. In addition to providing investment advisory services, we expanded our services to providing fund intermediary services, external asset management services and a wide range of financial services including brokerage services for securities.
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What is Preferred？
Preferred Investment Advisors (HK) Ltd, commonly known as Preferred, is a reputable financial firm dedicated to providing comprehensive investment solutions. Regulated by the Securities and Futures Commission (SFC), Preferred offers a diverse array of investment opportunities, including Hong Kong stocks, global equities, bond funds, equity funds, alternative funds, and structured products like index-linked and interest rate-sensitive instruments.
Beyond its robust portfolio offerings, Preferred excels in providing personalized investment advisory services tailored to individual financial goals and risk profiles.
Pros & Cons
Pros Regulated by SFC: Being regulated by SFC (License No. APY827) ensures adherence to stringent standards for investor protection and market integrity.
Diverse Range of Securities: Offers a variety of investment options including Hong Kong stocks, global equities, bond funds, and structured products.
Robust Research and Education Resources: Provides comprehensive education resources and market news.
Comprehensive Customer Service: Accessible support network through various channels, including email, address, phone, and fax.
Cons Lack of Specific Fee Information: Important details such as account minimums, fees (including account fees and margin rates), and interest on uninvested cash are not mentioned.
Limited Information on Mutual Funds and Platform: Details about the types of mutual funds offered and specifics about their trading platform or app are not provided.
Promotional Offers Unavailable: The absence of promotions can deter clients looking for introductory incentives or bonuses for new accounts.
Is Preferred Safe？
Preferred is regulated by the oversight of the oversight of the Securities and Futures Commission (SFC), holding license No. APY827. This regulatory framework ensures that the company adheres to stringent standards designed to protect investors and maintain the integrity of the financial market. By adhering to the regulations, Preferred ensures that its operations are conducted with the utmost professionalism and accountability, instilling confidence in its clients and stakeholders.
What are Securities to Trade with Preferred？
Preferred offers a diverse range of securities catering to a wide spectrum of investment preferences. From Hong Kong stocks to global equities, Preferred provides opportunities across various markets including the global bond market and international stock exchanges. Additionally, investors can explore bond funds, equity funds, alternative funds, and structured products like index-linked, interest rate-sensitive, and exchange rate-pegged instruments.
Research & Education
Preferred excels in providing robust education resources designed to empower investors with knowledge and insights. Their investment advisory services offer personalized guidance tailored to individual financial goals and risk profiles. In addition, Preferred delivers timely market news and analysis, ensuring clients stay informed about developments that impact their investments.
Customer Service
Preferred provides a comprehensive and accessible customer support network. Their support team can be reached through different channels for ultimate convenience.
Address: Preferred Investment Advisors (HK) Ltd, Unit 1, 8/F, Beautiful Group Tower, 77 Connaught Road Central, Hong Kong
Tel: (852)2907-6889
Fax: (852)2907-6880
Email: services@preferredfund.com
Conclusion
In conclusion, Preferred presents itself as a regulated and comprehensive trading platform, offering a diverse range of investment services tailored to meet the varying needs of investors and portfolio managers. However, the lack of detailed fee information and platform specifics can hinder a trader's decision-making process. Now, the ball's in your court when it comes to choosing whether to go with this broker or explore other options. Hopefully, this review has shed some light on your decision-making process.
FAQs
Is Preferred suitable for beginners？
Preferred is not the best choice for beginners due to the lack of detailed fee information and transparency regarding its trading platform.
Is Preferred legit？
Yes, Preferred is regulated by SFC.
What types of securities can I trade with Preferred？
Preferred offers a wide range of securities including Hong Kong stocks, global equities, bond funds, equity funds, alternative funds, and structured products such as index-linked and interest rate-sensitive instruments.
Risk Warning
The information provided is based on WikiStock's expert evaluation of the brokerage's website data and is subject to change. Besides, online trading entails substantial risks, potentially leading to total loss of invested funds, so comprehending associated risks before engaging is crucial.
China Hong Kong 
