HKSI Institute AR2023

Current roles at HKSI Institute • Chairman, Education and Development Committee Current office and public service • Partner and Head of Financial Services Practice, Deacons • Board Director, Financial Services Development Council (FSDC) • Member, New Business Committee, FSDC • Board Director, Hong Kong Academy for Wealth Legacy • Member, Regulatory Committee, Association of the Luxembourg Fund Industry • Member, Investment Funds Committee, International Bar Association Jeremy LAM Director since December 2021 Phyllis LEE Director since December 2018 Current roles at HKSI Institute • Chairman, Examinations Committee Current office and public service • Chief Executive Officer, Universal Software Systems • Advisor, Hang Seng Indexes Company Limited 17 HKSI Institute Annual Report 2023

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