| 代客注册公司、公司秘书、注册地址、信托服务Company formation for clients, company secretary, registered office, trust services | TCSP 牌照。律师、执业会计师等可获豁免TCSP licence. Lawyers, certified public accountants and some others are exempt | —— | 自行申请,或与持牌秘书、信托公司合作Apply, or work with a licensed secretary or trust company |
| 招聘、猎头、家庭佣工中介Recruitment, search, domestic-helper agency | 劳工处职业介绍所牌照Employment-agency licence from the Labour Department | —— | 合作Collaborate |
| 法定审计Statutory audit | 执业会计师或执业法团(会计及财务汇报局)A certified public accountant or practising corporate practice (AFRC) | —— | 必须合作Collaboration is mandatory |
| 法律意见、物业成交、遗嘱等Legal advice, conveyancing, wills | 香港律师会的执业律师A practising solicitor of the Law Society of Hong Kong | 内地事项由内地执业律师处理Mainland matters are handled by a mainland practising lawyer | 必须合作Collaboration is mandatory |
| 证券交易、投资意见、资产管理Dealing, advising and asset management | 证监会第 1、4、9 类牌照SFC Type 1, 4 and 9 licences | —— | 合作或转介Collaborate or refer |
| 保险销售Insurance sales | 保险业监管局持牌保险中介An Insurance Authority licensee | 不得在内地销售香港保单Hong Kong policies may not be sold in the mainland | 合作Collaborate |
| 物业买卖与租赁中介Property sale and leasing | 地产代理监管局牌照An Estate Agents Authority licence | —— | 合作或转介Collaborate or refer |
| 汇款与货币兑换Remittance and money changing | 海关金钱服务经营者牌照A Customs money-service-operator licence | —— | 合作Collaborate |
| 身份申请协助Help with a status application | 香港没有专门发牌制度,受《商品说明条例》规管No dedicated Hong Kong licence. The Trade Descriptions Ordinance still applies | 2026-09-15 起,内地出入境中介须向公安备案From 15 September 2026, mainland exit-entry agencies file with the police | 香港身份安排可以自营,但不得承诺结果。其他国家须与当地持牌顾问合作Hong Kong status work may be done in-house, with no outcome promise. Other countries need a locally licensed adviser |
| 新资本投资者入境计划的投资核实CIES investment verification | 由执业会计师出具证明A certificate from a certified public accountant | —— | 必须合作Collaboration is mandatory |