Annual retainer
Quarterly Snapshot Retainer
Four scheduled portfolio snapshot ledgers across the year with the same labels and filing format.
From HK$16,800 / year
Four sessions · Prosperity Centre
- Who it suits
- Holders who prefer a steady calendar of cold-storage counts rather than ad-hoc bookings.
- Next step
- Request this session
Scope
We reserve four snapshot sessions in advance, reuse your wallet labels, and file each ledger in the same binder format so year-on-year comparison stays readable.
Included
- Calendar hold for four dates
- Consistent ledger template and label glossary
- One complimentary reconciliation review if a quarter shows unexpected variance
Excluded
- Unused sessions do not roll beyond the retainer year unless rescheduled within 30 days