Our Plans

Plan Operation

Smart Pro and Sparkle Pro are multi-functional financial plans that integrate savings, trusts, and financial management. We work with renowned global asset management companies and have established an asset platform to enable you to enjoy free switching and discretionary portfolio management services provided by professional managers. 

After the plan’s related costs are deducted, the total asset contributions are allocated into the assets according to your asset choices. As with all financial investments, the value of the asset fluctuates depending on the performance of the selected assets. Metis CI also provides financial flexibility for specific targets such as appointment of beneficiaries or joint settlors.

Soter Trust Plan, designed for high net-worth individuals, combines the function of a discretionary trust together with strong asset protection element that is safeguarded by Cook Islands’ unique asset protection and International Trust Laws. The settlor who set up an offshore trust will be protected with the most comprehensive trust law and can instruct the trustee on how to manage the assets through a Letter of Wishes at any time.

Shining, a brand new plan for you to meet your actual needs in life. Each and every one of us is working hard to achieve our dreams, whether it is to enhance your current lifestyle or to support your loved ones. Metis CI understands the difficulties of maintaining your saving while covering your expense, and we are here to assist you in achieving your goal. A new single contribution plan – “Shining” is at your service.

SMART PRO Many a little makes a mickle

"Smart Pro" is a regular savings plan. With a contribution period of 5-30 years, it adapts to your financial planning throughout different stages in life. The Plan offers flexible contribution frequencies and the minimum contribution amount is only US $300 per month or the currency equivalent . Additional contributions can be made after the plan has been issued to accelerate the accumulation of your assets.

  • Flexibility on adjusting contribution to meet your financial position
  • Multiple bonus and asset allocations
  • Choices of currency selection
  • Multiple asset classes for your selection
  • Joint settlor and appointment of beneficiaries
  • Flexible withdrawal for urgent use or pension needs
  • Free and unlimited asset switching
  • Portfolio management
  • 24/7 access to your account information online
  • Security of your asset
  • Preferential taxation
  • 30 day cooling-off period
SPARKLE PRO Single contribution accelerates your gains

"Sparkle Pro" is a single lump sum contribution plan, which is suitable to fulfill your medium-term financial goal. Your contribution to Bright Pro should be at the minimum of US$20,000 or the currency equivalent. You can also contribute US$3,000 or above for each additional contribution at any time. After the Plan becomes in force, withdrawals can be made at any time but subject to a maximum withdrawal amount (if any).

  • Loyalty bonus
  • Choices of currency selection
  • Multiple asset classes for your selection
  • Joint settlor and appointment of beneficiaries
  • Flexible withdrawal for urgent use or pension needs
  • Free and unlimited asset switching
  • Portfolio management
  • 24/7 access to your account information online
  • Security of your asset
  • Preferential taxation
  • 30 day cooling-off period
SOTERThe Smart and Intelligent Choice to Safeguard Your Assets

Soter Trust Plan, designed for high net-worth individuals, combines the function of a discretionary trust together with strong asset protection element. Metis CI aims at developing the best possible cross-border wealth management and trust solutions. We accomplish this goal by assisting our clients in establishing offshore trust plans, personal wealth management plans, family inheritance, employee benefits arrangements, shareholder retirement programs, and estate tax planning.

There are numerous wealth management tools available on the market, but only Soter Trust Plan can bring you the unique benefits of:  

  • Succession Planning
  • Avoidance of Probate
  • Asset Protection
  • Privacy
  • Pre-marital Planning
  • Tax
SHININGA future shining bright

"Shining" is a unique multi-functional financial plan that integrates the management of savings, trusts and financial affairs. Choosing the right financial solution to protect your wealth is the foremost decision in life. “Shining” is a single lump sum contribution plan that fulfills your financial needs such as paying for mortgages, down payments or to venture capital funds.

  • Choices of currency selection
  • Multiple asset classes for your selection
  • Appointment of contingent Beneficiaries/ Assignment of the plan
  • Flexible withdrawal for urgent use or pension needs
  • Multiple plan maturity options
  • Free and unlimited asset switching
  • 24/7 access to your account information online
  • Security of your asset
  • 30 day cooling-off period
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