ZEDRA builds alliance with AIA Hong Kong

AIA has the largest number of insurance policies in Hong Kong, serving over 3 million customers and is the first insurer in Hong Kong to offer the referral services of “Standby Trust” and “Tax & Legal Advisory” for its high net worth clients.

The new trust referral service is designed to support the legacy planning requirements of high net worth individuals. The “Standby Trust Referral Service” will be offered to select premium customers of AIA Hong Kong. Upon introduction from AIA, ZEDRA will assist eligible and interested clients by setting up and administering a Hong Kong Law governed Standby Trust for the family or provide other trust planning solutions as needed.

Commenting on the new alliance with AIA Hong Kong, ZEDRA Hong Kong Managing Director John Ashwood said, “The new AIA Hong Kong Trust Referral Service is a good example of the deep capability and innovative thinking by ZEDRA. I am delighted we have been able to assist in designing and implementing a solution which could fit the needs of AIA Hong Kong’s clients and as a result, delivering strong value proposition for both our organisations.”

ZEDRA Hong Kong’s Executive Director Jacqueline Shek adds: “It is very pleasing for ZEDRA Hong Kong to be able to develop the Standby Trust Solution for AIA Hong Kong’s selected customers, as it addresses particularly prevalent succession planning needs amongst High New Worth clients in the region.”

For more details, please contact John Ashwood or Jacqueline Shek.