# Financial services marketing in Hong Kong
> Source: https://shakalakaa.com/hk/industries/financial-services-marketing · Updated: 2026-10-28 · Market: HK
Financial services

# Financial services marketing in Hong Kong
       Last updated October 2026 Quick answer

shakalakaa runs financial services marketing in Hong Kong for SFC-licensed corporations, insurers and brokers, fintechs and wealth firms: compliant paid search and social, lead funnels with suitability-safe wording, CRM follow-up, SEO and AI search. Hong Kong financial-services work is new for us, and this page names no client.

## Who we work with in Hong Kong financial services

We work with licensed corporations, insurers and brokers, fintechs and wealth firms whose buyers compare several providers and whose every ad, landing page and creator post needs a compliance sign-off. As a fintech marketing agency in Hong Kong, we also work with platforms whose sign-up flow has to carry the same warnings as their ads.

## What we run

- **Compliant paid search and social.** Campaigns built so each ad carries its own warnings, through our [performance marketing](https://shakalakaa.com/hk/services/performance-marketing) and [Google Ads](https://shakalakaa.com/hk/services/google-ads) teams.
- **Lead funnels with suitability-safe wording.** Landing pages that describe a product and invite an enquiry, without recommending it to the reader.
- **CRM follow-up.** Enquiries routed to licensed staff, with a record of what each person was shown.
- **SEO and AI search.** Content for insurance marketing in Hong Kong and wealth management marketing in Hong Kong that answers buyers' questions without promising returns.

## What Hong Kong's financial advertising rules change in practice

Under section 103 of the Securities and Futures Ordinance, an advertisement inviting the public to invest needs SFC authorisation unless an exemption applies, and the exemptions for licensed firms do not cover unauthorised funds.

The SFC Code of Conduct (paragraph 2.3) requires advertisements not to be false, disparaging, misleading or deceptive, and fund advertisements must carry risk warnings and dated, sourced performance figures and must not say "guaranteed" or "no risk" unless the fund has a guarantee feature.

- For insurance, the Insurance Authority expects every social post to stand on its own, with risks and exclusions as prominent as benefits, and agents and brokers may use only materials their insurer, agency or broker has approved.
- So each creative, landing page and creator post gets a compliance sign-off and a kept record before it goes live. Confirm specifics with your compliance team.

## Our experience

Hong Kong financial-services work is new for us. We run financial-services acquisition in Australia and Singapore, and we bring the same discipline here: approvals before launch, warnings beside claims, and reporting on qualified enquiries.           Related

## Keep exploring
  [ServicePerformance marketing Paid search and social in Hong Kong.](https://shakalakaa.com/hk/services/performance-marketing)[ServiceGoogle Ads in Hong Kong Search campaigns with compliant copy.](https://shakalakaa.com/hk/services/google-ads)[IndustryHealthcare marketing Medical groups in Hong Kong.](https://shakalakaa.com/hk/industries/healthcare-marketing)     FAQ

## Frequently asked questions

### Can you market to Hong Kong investors without SFC authorisation?

Only where an exemption under section 103 of the Securities and Futures Ordinance applies, and the exemptions for licensed firms do not cover unauthorised funds. shakalakaa works from your compliance team's view of what each advertisement may say.

### Do you work with insurance agents and brokers?

Yes, through the insurer, agency or broker: agents and brokers may use only materials their principal or firm has approved, so we build materials for approval first.

### Do you have Hong Kong financial-services clients?

Not yet. Hong Kong financial-services work is new for shakalakaa; we run financial-services acquisition in Australia and Singapore.

### How is an engagement scoped?

We scope products, channels, approval steps and reporting after a discovery call and quote each engagement individually; we do not publish a fixed price.        Let's talk

## Let's start the convo
   [Book a free strategy call](https://shakalakaa.com/hk/contact)[Chat on WhatsApp↗ (opens in a new tab)](https://wa.me/60327700355?text=Hi,+I+visited+your+website+and+would+like+to+learn+more.%20%28ref%3A%20industries-financial-services-marketing-hong-kong%29)