Connecting Financial Institutions
and Major Corporates
with China and Global Markets
连接金融机构、大型企业与中国及海外市场
Matching institutional clients from key regions
including APAC, EU and MENA with partners in the Chinese market,
and connecting them with Chinese enterprises expanding overseas.
为来自亚太、欧洲、中东北非等重点区域的境外机构客户，匹配中国市场合作伙伴，并对接在海外布局的中资背景企业。
Positioning Statement
The UDF platform serves overseas banks, insurers, investment and financing institutions, large corporate groups and Chinese enterprises with an international footprint, providing partner identification, background information curation and project-based business facilitation related to China and key overseas markets, while not engaging in any activities that require a financial or professional licence.
UDF平台为境外银行、保险与投融资机构、大型企业集团及中资背景企业，提供围绕中国及重点海外市场的合作方筛选、背景信息整理和项目制商务对接服务，不从事任何需要金融牌照的业务。
Core Services Overview
核心服务概览
Partner Identification and Matching
合作伙伴识别与匹配
Based on the concrete needs of overseas financial institutions and major corporates, UDF identifies and matches suitable partners in the Chinese market, while also facilitating connections with Chinese enterprises that are expanding overseas. The service covers areas such as procurement, market access, capital cooperation, technology, distribution channels, talent and professional services, enabling more targeted and effective partnerships.
围绕境外金融机构和大型企业的具体需求，筛选并匹配中国市场合作伙伴，同时协助对接在海外布局的中资背景企业。服务包括采购、市场、资金、技术、渠道、人才及专业服务等方向，促进合作对象精准对接。
Project-Based Business Facilitation and Execution Support
项目制商务对接与推进
For cross-border investment and financing, market entry, capacity cooperation and supply chain deployment projects, UDF provides support across the full process, including needs clarification, coordination with potential counterparties, organisation of meetings and roadshows, and post-meeting follow-up. Working on a project basis, we help multiple parties collaborate efficiently, establish substantive engagement in a shorter time frame and achieve measurable cooperation outcomes.
针对跨境投融资、市场进入、产能合作、供应链布局等项目，提供需求梳理、候选方沟通、会议与路演组织、会后跟进等支持。通过项目制方式推进多方协同，帮助客户在较短时间内建立有效接触并交付可量化的合作成果。
Cross-Border Market Coordination Support
跨境市场协同支持
For China and key overseas markets, UDF offers curated background information, multilingual business communication support, and coordination with third-party professional firms in areas such as legal, tax and human resources. The focus is to help clients prepare for cross-border and cross-cultural cooperation more smoothly, without replacing the statutory roles of licensed financial institutions or professional advisers.
围绕中国及重点海外市场，提供基础背景信息整理、多语种商务沟通协助，以及与法律、税务、人力等第三方专业机构的衔接支持。服务重点是帮助客户更顺畅地完成跨区域、跨文化合作准备，不替代持牌金融机构或专业顾问的法定职责。
Compliance and Disclaimer
合规与免责声明
The UDF platform itself does not hold financial, legal, tax or other professional licences, and acts solely to identify and introduce qualified partner institutions for its clients. Any concrete business cooperation and contractual arrangements between clients and licensed institutions must be concluded independently by the parties involved, who shall each bear their own legal responsibilities.
UDF平台本身不持有金融、法律、税务等专业牌照，仅为客户筛选和介绍具备资质的合作机构。客户与相关持牌机构的具体业务合作和合同签署，应当由双方独立完成并各自承担法律责任。
Information on institutions and markets displayed on the platform is for general reference only and does not constitute professional advice or any recommendation to cooperate. As the services concerned typically require appropriate qualifications to assess and decide upon, clients are advised to consult suitably qualified lawyers or professional advisers, or obtain written confirmation via the UDF platform, before proceeding with any concrete transaction. UDF assumes no liability for any decisions made, or consequences incurred, by users who rely solely on publicly available information without obtaining adequate professional advice.
平台展示的机构信息和市场资讯仅供参考，不构成任何形式的专业意见或合作建议。相关服务通常需要具备相应资质方可作出判断和决策，建议在开展具体业务前咨询具备资格的律师或专业顾问，或通过UDF平台获取书面确认。对于用户在未获得充分专业意见、仅基于公开信息自行作出的决定及其后果，UDF平台不承担任何责任。
Fee-Based, Delivery-Oriented Services
付费、交付导向的服务
UDF does not provide free advisory services. Projects are undertaken on a paid basis exclusively for onboarded and verified clients, ensuring that service resources are focused on engagements with real implementation potential.
UDF平台不提供免费咨询服务，仅面向已完成认证的客户，以付费方式承接项目，确保服务资源用于真正有落地能力的合作。
The platform's service providers are primarily practitioners from frontline business roles and industry institutions, participating in cross-border projects on a part-time and online collaboration basis. Over 85% of these professionals have more than ten years of hands-on experience in areas such as international finance, cross-border legal matters, industrial cooperation and market development, enabling them to deliver measurable outcomes for clients.
平台的服务提供者主要为来自一线业务岗位和行业机构的实务专家，以兼职、在线协作的形式参与跨境商务项目。85%以上的专业人士在国际金融、涉外法律、产业合作、市场拓展等细分领域具有10年以上丰富的实践经验，能够向客户交付可量化的成果。
Contact Us
联系我们