Who We Are

Our Guiding Principles


These guiding principles are summarized for our employees around the world, our business partners and the public at large. We've created a culture that incorporates these principles into everything we do, which is a guidepost to help us create a successful future.

Our Vision

We strive to build a high-quality financial services organization respected by our constituencies, and characterized by values grounded in integrity and fairness.

Our Mission

To our clients:

We believe that our clients are the most important part of everything we do. This means:

--To deliver high-quality and diversified financial services to our customers

--To always provide service promptly and enthusiastically, answering all of your financial questions and concerns.

--To always provide advice with the utmost care and concern for each individual client. We follow strict privacy procedures and always uphold the rights of our clients.

To our employees:

As a family company, we are devoted to our employees' well-being and personal development.

--We offer our team members opportunities for growth, recognition, and development

--We reject all forms of discrimination and harassment and show understanding and respect in our dealings with each other.

--We promote a multi-cultural environment where employees work together in worldwide teams to enrich our corporate culture and capability.

--We believe in the value of enduring personal relationships with customers, and industrial partners.

Our Value

We strive for the highest standards of personal behavior. Fairness and integrity guide our conduct amongst ourselves, towards our business partners and the general public.


Place the integrity of the investment profession and the interests of clients above their own personal interests.

Act with integrity, competence, diligence, respect, and in an ethical manner with the public, clients, prospective clients, employers, employees, colleagues in the investment profession, and other participants in the global capital markets.


We strive to treat all of our customers and employees in a fair and equitable manner. And we actively promote respect for each individual, teamwork, and mutual support.


CorpOnline is committed to the highest standards of moral and ethical conduct. We say what we mean, and mean what we say, in order to earn and retain the trust of our customers, partners and employees.


Use reasonable care and exercise independent professional judgment when conducting investment analysis, making investment recommendations, taking investment actions, and engaging in other professional activities.

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