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Product and service

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Product and service overview

Updated 2026-09-19

We support cross-border wealth-service and client-communication scenarios through information review, process coordination and introductions to relevant professional institutions. Actual services are subject to current documents, institutional qualifications and applicable laws.

Service sections

  • Overseas insurance: review coverage objectives, structure, fees and claims steps.
  • IPO investment fund: organise issuer, fund structure, term, fees and risk information.
  • Fixed-income fund: check issuer, underlying assets, cash flow and exit arrangements.
  • Medical service: organise provider, appointment and cross-border communication information.
  • Other services: share information on overseas living, family wealth planning and professional coordination.

Notice: This page is general information only and is not investment, legal, tax or medical advice.

Contact us

CONTACT US
  • Hong Kong
  • Hangzhou

Sunnyear Financial Holdings Limited

17/F, 1721, 3 Salisbury Road, Tsim Sha Tsui, Kowloon, Hong Kong

© 2026 Sunnyear Investment Consulting. All rights reserved.       Zhejiang ICP filing 20020922-2