Other Events of Interest

Hong Kong Undergraduate Financial Planners of The Year Award 2017


In view of the growing importance of wealth management and financial planning, HKRFP is launching the Hong Kong Undergraduate Financial Planners of the Year Award 2017 (the “Award”) for undergraduate students. The aims of the Award are to raise the awareness of financial planning among students and to equip them with adequate preparation for a career in the financial planning industry.

As of last year, over 200 students from regional universities have entered into the Award competition and responses have been overwhelming. This competition is open to all full-time undergraduate students studying in the universities in Hong Kong and Macau.

Registration Period : 24 August - 20 September 2017

Registration Deadline : 20 September 2017

For inquiries, please contact HKRFP at 3105 1744.


The Hong Kong Retirement Schemes Association (HKRSA) : Mending The Pension Gap Challenges - The Time Is Now

The retirement savings deficit is one of the greatest global crises of our time, for which there is no one silver bullet.  Today the gap between expected annual retirement income and the savings in the outdated pension systems of the eight largest countries in the world is $70 trillion which without action will grow to $400 trillion by 2050 - a growth of $28 billion each day.  Addressing this challenge will take concerted action on the part of governments, employers and financial intermediaries.

Mercer is delighted to invite you to us for an interactive discussion and exchange of ideas on how well prepared are we to sustain ourselves and future generations into old age.  A keynote presentation by Mercer President and CEO, Julio A. Portalatin will also focus on four bold solution to mend the gap and transform the future.

Event details:

Date: 22 August 2017
Time: 2:30 - 5:00pm
Fee: Free of charge for HKSI Institute's members
Venue: Chatham Room, Level 7 Conrad Hong Kong Hotel, Pacific Place, 88 Queensway, Hong Kong


Association of Certified Fraud Examiners (ACFE) Breakfast Seminar "Building an effective compliance programme: ISO37001 Anti-Bribery Management System"

Date: 24 August 2017
Time: 7:45 - 10:00am (7:45am registration; 8:00am presentation; 10:00am end)
Fee: HKSI Institute's members - HK$400 (breakfast included)
Venue: American Club Hong Kong, 48/F Two Exchange Square, Central, Hong Kong


One of the cornerstones of President Xi Jinping's adminsitration is cracking down on corruption.  This unprecedented anti-corruption effort throughout China has exposed a business culture in both the public and private sectors that is plagued with fraud.  Companies operating in China have now been put on notice that China's enforcement agencies will not tolerate corruption and other fraud.  Addressing such demands is for companies to develop, implement and execute sound compliance programmes within their organisations.  For some firms, this can be managed internally, but for other, external certification - such as the ISO37001 Anti-Bribery Management System - can facilitate a level of assurance not otherwise held.

The speaker will discuss the following topics :

  • Current fraud trends and the anti-corruption campaign in China;
  • How to identify and detect red flags that may be apparent from headquarters;
  • Recommendations for foreign companies to mitigate fraud schemes in China;
  • Best practices companies should consider in responding to fraud;
  • Introduction and overview of the framework and benefits of ISO37001; and
  • Packaging the available compliance tools together to strengthen an existing programme

For registration, please click here.

For enquiries, please contact ACFE at president@hkacfe.com and training@hkacfe.com.

ICAC's Conference on Business Ethics for Listed Companies 2017

Why is ethical leadership important to businesses?

How can professionals enhance their guardian role in sustaining corporate development?

What is the latest development of legal and regulatory requirements in enhancing corporate governance of Hong Kong listed companies?

To help top management and professionals of Hong Kong listed companies master the evolving trend in corporate governance and gain insights on how to put ethics in practice, the Hong Kong Business Ethics Development Centre (the Centre) of the ICAC, has brought together regulators, relevant government departments, professional bodies and major chambers of commerce to organise the Conference on Business Ethics for Listed Companies 2017, namely “Corporate Governance: Compliance and Beyond” (the Conference) on 1 September 2017. Distinguished speakers from regulatory agencies and professional bodies will share with participants the latest development in the market and useful tips on how to practise good corporate governance. Details of the Conference as below:

Date: 1 September 2017
Time: 9:00am - 2:15pm (including a luncheon)
Fee: HK$600 (lunch inclusive)
Venue: Hong Kong Convention and Exhibition Centre, Wanchai, Hong Kong
Target: Directors, senior executives and professionals of Hong Kong listed companies

Seats are limited, so register now!  Please click here for online enrolment before 7 August 2017 (Monday).  For enquiries, please contact the secretariat at 2587 9812.


Hong Kong Trade Development Council – Belt and Road Summit 2017

Date: 11 September 2017
Fee: Standard Fee: HK$2,400
HKSI Institute Member: HK$1,680
Venue: Hong Kong Convention and Exhibition Centre, Wan Chai, Hong Kong


The Government of the Hong Kong Special Administrative Region and the Hong Kong Trade Development Council (HKTDC) will again jointly organise the second edition of the Belt and Road Summit on 11 September in Hong Kong, to further pursue the immense opportunities brought by this important Initiative, and riding on the success of its debut, under the theme of "From Vision to Action". The Summit this year will feature insights of senior officials of related economies and case studies highlighting Hong Kong's role in helping companies to unlock the massive Belt-Road opportunities. The full-day programme will comprise a high-level symposium with panel sessions, thematic breakout forums, a keynote luncheon, as well as an investment and business-matching session.

Please use the promotional code "BNRSO30HKSII17 to enjoy the 30% off on the admission pass.  To register, please visit http://www.beltandroadsummit.hk/en/participants/register_now.html.

For the latest programme details, please visit www.beltandroadsummit.hk.


Cyberport FinTech Mission to London 2017 (19-21 September 2017)

Co-organized by Hong Kong Cyberport Management Company Limited and Hong Kong Monetary Authority

You are cordially invited to join Cyberport FinTech Mission to London 2017 organized by Cyberport from 19 Sep 2017 to 21 Sep 2017 in London. London and Hong Kong are two of the world’s fastest growing and leading FinTech hubs. The delegation will provide an unprecedented platform for the key stakeholders from Hong Kong FinTech ecosystem to experience the FinTech innovation from UK and extend their networks with the financial services and FinTech leaders from UK.

According to Deloitte’s recent report on Connecting Global FinTech published in April 2017, London has the world’s largest financial services sector, supported by a booming tech sector. The ecosystem has the “Fin” of New York, the “Tech” of the US West Coast and the policymakers of Washington, all within a 15-minute journey on public transport. These factors make London one of the greatest connected global cities in the world with the key ingredients for digital success: capital, talent, regulatory and government support and demographic diversity.

Please click here for tentative programme details.

For registration or further queries, please feel free to contact Ms. Ivy Lam at ivylam@cyberport.hk or 3166 3705.

Looking forward to your participation in developing overseas market together!


The Hong Kong Institute of Directors (HKIoD) - Director's Conference 2017

The business landscape is forever changing dramatically.  Created by directors for directors, the Conference offers participants an opportunity :

  • to be inspired by speakers who are world-class leaders and best minds in leading their companies through the good and down times to success;
  • to explore what it takes to be an effective director in facing lightning future challenges; and
  • to network with peers in a motivational, enjoyable and rewarding experience.

Themed "Visions and Dynamics for Tomorrow", the Conference will be a one-day event creating a platform of multicultural and international perspectives with speeches in English and Putonghua, facilitated by simultaneous interpretation.

Date: 22 September 2017
Time: 9:00am - 5:30pm
Fee: HK$2,500 (for HKSI Institute's members)
Venue: Chancellor Room, Hong Kong Convention Exhibition Centre


The Hong Kong Institute of Directors is Hong Kong's premier body representing directors to foster the long-term success of companies through advocacy and standards-setting in corporate governance and professional development for directors.  Established on 1 July 1997, the Institute dedicates this Conference in celebration of the 20th Anniversary of both the Hong Kong SAR and the Institute itself.

For registration details, please click here.


ASIFMA Infrastructure Conference 2017: The Path to the Belt and Road

ASIFMA, in collaboration with the HKMA Infrastructure Financing Facilitation Office (IFFO), are pleased to present the Infrastructure Conference 2017: The Path to the Belt and Road on Tuesday 26 September in Hong Kong. We sincerely invite your participation as we are now accepting sponsorship support and taking registrations.

The Conference focuses on financing-specific topics and more technical-in-nature discussions about the barriers and solutions to financing the Belt and Road. It expects to bring together the infrastructure community from across Asia and the world to meet with the regulatory community and participate in high-level dialogues around the related key issues.

Date: 26 September 2017
Time: 8:15am - 5:00pm
Fee: HKSI Institute's members are entitled to a discounted delegate fee at US$500 per person
Venue: Renaissance Hong Kong Harbour View Hotel, 1 Harbour Road, Wanchai, Hong Kong

Please register here and quote the PROMO CODE: INF2017GOE. A confirmation email will be sent to you shortly for successful registration. Seats are served on first-come-first-served basis.

For registration inquiry, please contact Cherry Cheung of ASIFMA at ccheung@asifma.org.


The Hong Kong Institute of Bankers (HKIB) Annual Banking Conference 2017

With the theme "Changing World, Reshaping Priorities", this year's conference will look at how the industry can achieve better operational efficiency and profitability by reshaping their priorities, trying new business models and better leverage technologies against the backdrop of shifting geopolitical landscape, economical policies and customers' preferences.

This year's conference will bring together many of the industry's top executive and thought leaders to discuss trends that are shaping the future of banking and identify the game-changers that will fundamentally change the industry over the coming years.

Through the morning plenary session and the afternoon breakout streams, we will discuss both business opportunities and practical challenges encountered by the banking industry.  Tailored for mid-senior banking executives, this flagship event will deliver actionable takeaways and macro refreshers to prepare individuals to lead in their respective departments and businesses.

Date: 29 September 2017
Time: 9:00am - 5:30pm
Fee: HKSI Institute's members can register at the HKIB Corporate member rate to attend the event
Full day (including lunch) - $2,600 (Early Bird)* / $2,900
Half day - $1,800 (Early Bird)* / $2,000
Venue: N100 Series (New Wing), Hong Kong Convention and Exhibition Centre

* Early bird discount are offered to those who register and pay before 28 July 2017.

Please click here for registration.

For any inquiries, please feel free to contact HKIoD at bankingconference@hkib.org or call at (852) 2153 7800.


The Hong Kong Institute of Directors (HKIoD) HKIoD-Cambridge Global Directorship Programme 2017 (October 2017 - March 2018)

This Board-level masterclass, catered for Executive Directors, Non-Executive Directors and C-Suite alike, is designed to inspire business leaders to go beyond compliance to focus on excellence in board practices in a global setting and foresee future trends and impact on their businesses in order to stay competitive.  The Global Directorship Programme comprises three modules spreading over a six-month period.  Modules 1 and 3 are conducted in Hong Kong and Module 2 is delivered at the Cambridge campus in the UK.  All participants MUST attend the 4-day Residential Programme in the UK and the 4-day Board-Level Masterclass in Hong Kong.  It is limited to 14 participants.  Please click here for registration details.  HKIoD will offer the member rate to HKSI Institute members to attend.

For more information on the Global Directorship Programme, please contact HKIoD's Training Department (Email : training@hkiod.com; Tel : 2889 9986)


HKIFA 11th Annual Conference

Date: 20 November 2017
Time: 8:50am - 5:00pm
Fee: HKIFA / HKSI Institute's members ; HK$3,900 / enrollee
Standard rate : HK$5,400 / enrollee
Venue: JW Marriott Hotel Hong Kong

*10% discount will be offered for 10 or more enrollees from the same firm.

Following the success of the past annual conferences, Hong Kong Investment Fund Association (HKIFA) will be hosting the 11th annual conference with the theme of “Distribution” this year.  HKIFA is honored to have Mr. Arthur Yuen, JP, Deputy Chief Executive of HKMA, to be the keynote speaker.  The speech, entitled “Fostering Hong Kong as a premier wealth management hub - the roles of banking and investment fund industries", will revolve around how sound corporate culture and new regulatory initiatives could help enhance related business conduct and improve clients' experiences.

As there are many recent developments and evolving trends in the market with respect to distribution - from regulatory to technology, from local to regional, as well as alternative platforms and evolving business models, it is both pertinent and interesting to deep dive into the topics.

Some of the subjects that will be covered:

  • From the lens of distributors
  • Online distribution and advisory platforms: market experience, key impediments and other alternative platforms
  • Perspectives of institutional investors including how to determine asset allocation strategies, how to select fund managers and how to monitor their performance
  • Cross over between retail and MPF funds
  • Latest development regarding the mainland fund market – WFOE, and other trends
  • Mainland distribution landscape
  • How would the distribution landscape in HK/Mainland looks like by 2020

Please visit the event website: http://www.plus-concepts.com/hkifa2017/

For online registration, please visit : http://www.plus-concepts.com/hkifa2017/registration.aspx / complete the enrolment form and send it back to Plus Concepts (the appointed event manager) via hkifa@plus-concepts.com or fax (852) 3905 7075.

Enquiry: please contact Barbara Law of Plus Concepts at (852) 8203 6091 or hkifa@plus-concepts.com.



Israel day at Hong Kong Exchanges and Clearing Limited


18 May 2017


1:30pm – 8:00pm


HKSI Institute Member: HK$400
Non Member: HK$500




The Exchange Auditorium
The Exchange Exhibition Hall
1/F., One & Two Exchange Square, Central, Hong Kong

ng Kong Exchanges and Clearing Limited ("HKEX"), the Hong Kong Venture Capital and Private Equity Association, PwC, Meitav Dash and Weinstock Zecler & Co are jointly presenting a half-day event to discuss Hong Kong's pivotal role as the premier international listing and venture capital fund raising gateway in Asia for Israeli enterprises.

Israel has one of the largest pool of startup companies globally, second only to the US. This event will showcase company profiles within a visiting Israeli delegation incorporating a wide variety of industries. The delegation is visiting Hong Kong to connect with professional legal and financial advisors and the investor community, including both private equity and venture capital, in Hong Kong. Through a panel discussion moderated by the HKEX, representatives from an Israeli investment bank, Israeli law firm, Israeli accounting firm and a Hong Kong buy-side association will discuss relevant issues relating to offshore listings of Israeli companies and inbound investments in Israel.

Registration will be accepted on a first-come-first-serve basis. Registration deadline is 10 March 2017 (Friday). Please complete and return this Registration Form (link to attachment) together with your payment to ACFE HK by:

Please click here to register before noon on 15 May 2017.

Jessica Wong | Tel: +852 2289 1553 | Email: jessica.sl.wong@hk.pwc.com
Sylvia Leung | Tel: +852 2289 8615 | Email: sylvia.hf.leung@hk.pwc.com