Financial Planning

| August 11, 2017

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The Chin Family is an independent and impartial financial education platform providing free information, resources and programmes.We help people in Hong Kong plan and manage their finances by making financial learning simple and enjoyable.The Chin Family is managed by the Investor Education Centre,which is supported by the Education Bureau and all four financial regulators.

Spotlight

Banco Popular de Puerto Rico

Banco Popular de Puerto Rico is Popular, Inc.’s main subsidiary and the primary financial institution in Puerto Rico. We serve more than 1.4 million individuals and business clients and pride ourselves in offering a wide variety of financial products and services. Innovation and top quality service are our drivers which is why we offer our customers over 600 ATMs, more than 160 branches and multiple banking platforms, such as: Mi Banco Online, Mi Banco Mobile apps and a 24/7 call center called Telebanco.

OTHER ARTICLES

Will financial institutions make the SRDII deadline

Article | March 6, 2020

With barely six months remaining before the September 2020 deadline for European Commission’s implementing regulation 2018/1212 for Shareholder Rights Directive II (SRDII), firms operating as financial intermediaries are focused on planning for compliance. SRDII is aimed to improve corporate governance in EU member states. The European parliament published SRDII in May 2017 as an amending directive to 2007 SRDI, aimed to strengthen the position of shareholders and to improve shareholder influence on corporate governance and other factors in companies that are either traded in the EU’s regulated markets or have a registered office in any of the member states of EU.

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BANKS CAN TEACH INSURERS HOW TO TURN DATA INTO PROFITS

Article | April 9, 2020

Open banking rules, particularly PSD2 regulations in Europe, have forced banks to share their customer information. Some progressive lenders have turned this threat to their businesses into a big opportunity. They’re using data-sharing ecosystems to reach more customers and launch new products. They’re also teaming up with promising business partners and expanding into fresh markets.

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How to access small business loans for COVID-19 financial relief

Article | April 7, 2020

The CARES Act recently passed by Congress funded financial assistance for small businesses experiencing economic hardships caused by the COVID-19 pandemic. Two Small Business Administration (SBA) loan programs established or expanded by the act are of particular interest to family physicians: the Economic Injury Disaster Loan (EIDL) and the Paycheck Protection Program (PPP).

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4 Hurdles Every Fintech Startup Must Overcome

Article | March 11, 2020

Fintech, or financial technology, refers to the application of innovative technology solutions within the financial-services industry. Even if you’re not familiar with fintech, most of us have used services like PayPal or Cash App, which fall into the mobile wallet and payments category. These technological solutions are mostly developed by startup companies that offer their services to established firms.

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Spotlight

Banco Popular de Puerto Rico

Banco Popular de Puerto Rico is Popular, Inc.’s main subsidiary and the primary financial institution in Puerto Rico. We serve more than 1.4 million individuals and business clients and pride ourselves in offering a wide variety of financial products and services. Innovation and top quality service are our drivers which is why we offer our customers over 600 ATMs, more than 160 branches and multiple banking platforms, such as: Mi Banco Online, Mi Banco Mobile apps and a 24/7 call center called Telebanco.

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