INSURANCE ADVISORY Edwin Pun Dip. In Legal Studies, - TopicsExpress



          

INSURANCE ADVISORY Edwin Pun Dip. In Legal Studies, OSL, Assistant Sales Director of L & C Insurnace Consultant Ltd Edwin is the Assistant Sales Director of L & C Insurance Consultant Ltd here in Hong Kong. As well as looking after our advisers, Edwin specialises in comprehensive insurance planning for expatriates, for local people and for corporations. He adopts a holistic planning approach which incorporates home insurance needs, corporate insurance needs, risk management, protection, education planning and retirement planning. Edwin has a wealth of advisory and management experience having started in the Financial Services Industry in February 1987. He has worked for major firms of Independent Financial Advisers and some major insurers. Over his career Edwin has worked both at adviser up to Director Levels working in the HK markets advising both domestic and corporate clients. Now he is delighted to have joined L & C Insurance Consultant Ltd to deliver excellence to those that require advice on their insurances and finances. One of the keys to financial success is the appointment of a professional adviser who works closely with clients to establish a carefully structured insurance and financial planning designed to achieve overall financial objectives. Drawing upon his experience and the use of technical and fundamental analysis Edwin works with clients assisting them to achieve their needs and wants. INDEPENDENT L & C Insurance Consultant Ltd are registered with the Confederation of Insurance Brokers. L & C Insurance Consultant Ltd specialise in comprehensive insurance planning with access to all insurance cover to meet both individual and institutional needs. Being independent plays a crucial role in enabling L & C Insurance Consultant Ltd to provide unbiased advice and recommendations to clients. Whereas advisers from non-independent institutions are the agents of their company, L & C Insurance Consultant Ltd represents its clients. AREAS OF EXPERTISE L & C Insurance Consultant Ltd work very closely with international institutions providing security to clients. Our areas of business cover the following: • Homeowners and Householders Insurance • Property all risks Insurance • Domestic Helpers Insurance • Motor Insurance • Personal Accident Insurance • Mortgage Life Insurance • Annual Travel Insurance • Expat Medical Insurance • Individual Life Insurance • Critical Illness/Dread Disease Insurance • Pet Insurance • Professional Indemnity Insurance • Product Insurance • Public Liability Insurance • Office Insurance • Group Medical Insurance • Group Term Life Insurance • Group & Personal Pension • Sole Proprietorship Insurance • Partnership Insurance • Key Person Insurance • Wills & Estate Planning • Comprehensive Financial Planning • Education Planning • Investment Planning • Target Savings Planning • Retirement Planning PROFESSIONALISM & ETHICS Committed to setting a benchmark in the field of insurance advice and financial planning, Cinergy Insurance Services Ltd prides itself on the quality of advice and service we offer to our esteemed clients. Great emphasis is laid on professional ethics and a strict code of conduct is adhered to. In order to ensure this, we pledge the following: • Continuous Client care with no limit on time. We give you as much time as you wish, as frequently as you require. • Honesty and fairness in conducting our business. • Adequate disclosure of all material information at all times. WHEN YOU RECEIVE OUR ADVICE Before giving advice we determine an individual’s insurance needs, financial objectives, financial situation and other needs before any advice is given. Clients receive advice in writing and any significant risks associated with investments and strategies are explained. Our Offer: L & C Insurance Consultant Ltd offer planning meetings at no cost to outline our areas of expertise and ascertain whether we can provide a level of service which exactly meets your requirements. This is entirely without obligation. Please feel free to email or contact me on my direct line and I will meet you on Lantau Island. You can check with Andrew and Kelly Merrick of Home Solutions, Kim Jomar of Home Solutions, Tom of Caffee Paradiso in Mui Wo, Signma Veterinary Consultants just to name of a few people who can give me references I will normally give my clients a comparison on differences of benefits and premiums between three or more insurance companies, and at the same time give my client my recommendation. It is the clients prerogative to accept the recommendation or not. Even if you eventually do not get the insurance from me, there are no charges from me. My contact number is 6380 5631; email address is carmeledwin@gmail
Posted on: Fri, 31 Oct 2014 07:13:48 +0000

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