The Charles Schwab Corporation
The Charles Schwab Corporation is one of the largest financial services firms in the United States. Through our subsidiaries—including Charles Schwab & Co., Inc., Charles Schwab Bank, and Charles Schwab, Hong Kong, Ltd.—we provide securities brokerage, banking, wealth management and related financial services for over 8.1 million active accounts with more than US$1.65 trillion in assets (based on first quarter 2011 financial results.) Our clients include domestic and international individual investors, independent investment advisors and corporate retirement and investing plan sponsors.
More than 30 years ago, Charles R. Schwab founded this firm with a clear mission: to empower individual investors to take control of their financial lives, free from the high costs and conflicts of traditional brokerage firms. His vision—to provide the most useful and ethical financial services in the world—continues to guide or values-driven approach to growth, client service, community involvement and employee development.
Experienced and Dedicated Professionals with Schwab Hong Kong
With Schwab you can be confident that you're always talking to a knowledgeable and experienced financial industry professional. Schwab Hong Kong requires all account executives to carry a stringent US-regulated Series 7 license.
Account Protection
Schwab Hong Kong account holders enjoy the protection afforded by the Securities Investor Protection Corporation (SIPC). SIPC provides up to US$500,000 of protection for brokerage accounts held in each separate capacity (e.g., joint tenant or sole owner), with a limit of US$250,000 for claims of uninvested cash balances.
This protection does not cover fluctuations in the market value of your securities. Account protection is not provided for the accounts of banks or broker/dealers maintained for their own accounts.
More information about SIPC coverage is available at .
Invest the Way You Prefer to Trade
With Schwab Hong Kong you invest in the manner that suits you best. You can trade on the web, over the phone, or in person at our Investment Center in Central Hong Kong. The choice is yours. There's a team of knowledgeable and helpful Schwab Investment Specialists fluent in English or Chinese ready to help you at the time most convenient for you.
A Hand When You Need It
Not sure how to invest online? Want to research US stocks? Just contact Schwab Hong Kong. Customer care has been a top priority at Schwab ever since we opened our first brokerage service. Schwab also organizes regular
workshops and seminars as part of our ongoing program to help customers to stay abreast with developments in financial markets.
(0611-3961/CSHK-1143)