HKSI Institute AR2020

09 香港證券及投資學會 二零二零年年報 With the general relaxation of the practitioners’ eligibility, increased subsidy to HKD10,000 per individual and qualifying eligible training programmes delivered via virtual training platform under the Financial Incentive Scheme (FIS) of the extended WAM Pilot Programme, more financial services practitioners and companies would be benefited and attract more talents to enter the asset and wealth management sector. Member Focused More member focused initiatives will be offered to our corporate and individual members. Corporate Members now get to enjoy enriched benefits, which include the roll-out of the LE Rebate Scheme to be used for their membership renewal and the eCourse Discount Package through our flexible online learning channel. Special benefits for Students and Associate Members to easily join ou r p r o f ess i ona l deve l opmen t p r o g r amme s h a v e a l s o b e e n introduced, while eligible Fellow and Senior Fellows will get to enjoy lifetime membership, along with lifelong membership perks and benefits. Ou r w o r k i s i n s p i r e d b y t h e community we serve, and we will continue to deliver quality service offerings and exciting projects to shape a sustainable future and advance your aspirations and goals. Acknowledgements I would like to express my thanks to our Members and our many stakeholders – regulators, partners and friends – for the encouragement and support throughout. My gratitude also to our Chairman Ms Katherine Ng, Board Directors, Committee and Council Members for their priceless counsel and guidance, as well as to our team for coming together through thick and thin. 2020 marks a new era and we are keeping our spirits high for new and exciting challenges ahead. Ruth Kung Chief Executive 12 October 2020 「資產財富管理業先導計劃」下的「專 業培訓資助計劃」延長後，不僅放寬 了參加資格，亦將個人資助額提高至 10,000 港元，並准許透過網上平台舉 辦認可培訓課程。這除了會讓更多金 融服務業從業員及公司受惠，亦可吸 引更多可造之材投身資產及財富管理 行業。 專注會員需要 無論是機構或個人會員，都會有更多 切合其需要的活動。機構會員的最新 權益，包括提供續會優惠的「資格考試 費用回贈計劃」，以及透過虛擬學習平 台報讀網上課程的組合優惠。 學生會員及副會員方面，我們設有特 別優惠，鼓勵他們報讀專業培訓課程 / 活動；合資格的資深會員和傑出資深 會員則可申請終身會籍，並享優惠。 學會服務金融專業社群，業界則啟導 我們的工作。為了達致可持續發展， 協助會員實踐抱負和目標，我們將一 如以往，致力提供優質服務和舉辦具 吸引力的活動。 謹致謝忱 謹此感謝會員和各持份者 – 包括監 管機構、合作夥伴和友好的鼓勵與支 持。 感謝學會主席伍潔鏇女士、董事局、 各委員會和議會成員的寶貴意見和指 導；秘書處團隊在風雨中顯現的同舟 共濟精神，亦令我由衷感激。 2020 象徵新時代的開始。我們將抖擻 精神，迎向種種嶄新挑戰。 孔慶詩 行政總裁 2020 年 10 月 12 日