Institutional Cooperation | YFG Prestige

YFG Prestige builds on insurance brokerage expertise and works with banks, securities firms and other professional institutions to support their clients. Cooperation centres on personal, family and business protection needs. Specific services are provided by the relevant entities within their permitted business scope and the applicable jurisdiction.

Connecting institutional service settings with client needs

Family protection, education and retirement arrangements, business operations and employee benefits can involve different insurance needs. YFG’s insurance brokerage team works within the institution’s service setting to help identify needs, explain insurance options and coordinate application-related matters.

Businesses and institutions also face different risks. The insurance service introduction identifies areas for banks, securities firms, asset managers and professional practices, including professional liability, business operations, employee protection and other risks. Specific arrangements depend on the client’s needs, applicable products and underwriting conditions.

From initial discussions to ongoing support

• Initial discussions: needs analysis and explanation of insurance options in relation to the client’s objectives and protection needs.
• Application coordination: connecting insurance applications with related communication.
• Ongoing support: policy enquiries, renewal reminders, claims follow-up and protection reviews.

These activities are carried out by the relevant teams under the actual service arrangements. The scope of services, fees and each party’s responsibilities are confirmed in the formal engagement documents.

The brand and the actual service entities

The Hong Kong insurance entity is Yu Fung Broker Limited, which holds insurance broker company licence FB1750. Its insurance brokerage business began in 2014. The related Singapore entity is YF Prestige Advisory Singapore Pte. Limited. Services in the two locations are provided within the respective locally permitted scope of business.

Needs involving trusts, company secretarial work, accounting and tax, family affairs, education and residency planning are handled by the relevant service companies or professional partners. Insurance credentials do not establish qualifications for other services. Identify the provider and scope for each service separately.

Explore institutional cooperation

An initial discussion can begin with the type of institution, the client’s protection priorities and the support you wish to connect. Visit insurance services and entities, or read About YFG for the brand and service responsibilities.

Discuss institutional cooperation through the existing contact channels