香港證券及投資學會年報2024

MESSAGE FROMBOARD CHAIRPERSON AND CHIEF EXECUTIVE 董事局主席及行政總裁的話 HKSI Institute Annual Report 2024 6 We connect our members with Greater Bay Area (GBA) market practitioners by intensifying cross-regional activities. We signed a Memorandum of Understanding (MoU) with the Authority of Qianhai Shenzhen-Hong Kong Modern Service Industry Cooperation Zone of Shenzhen Municipality (Authority of Qianhai) on 8 June 2023 to further enhance cross border connectivity and knowledge exchange. We also organised a study mission trip to Shenzhen on 15 September 2023, and later partnered with the Shenzhen Securities Association for the first time to co-host the Shenzhen-Hong Kong Capital Market Financial Innovation Forum on 18 December 2023 in Shenzhen. These events sparked a meaningful dialogue among our members, industry leaders, government officials and regulators. They also laid the groundwork for capacity building and future collaboration between cross-border market practitioners. Strengthening Our Infrastructure and Capabilities After 15 years of relying on a traditional examination system, we achieved a major milestone with the successful launch of a new system for our Computer-based Examination (CBE) Centre in June 2023. This new system will pave the way for offering remote examination and test centre services outside of Hong Kong in early 2025, making our examinations more cost-effective and accessible to overseas examination candidates. During the reporting period, our focus extended to digitalisation and automation projects aimed at enhancing operational efficiency. The digitalisation of the Individual Membership application form in late March 2023 has significantly shortened the processing and approval time. We also enhanced our cybersecurity measures by strengthening policies and protocols, conducting constant surveillance of key systems, and engaging specialists to monitor and protect the Institute from rising cybersecurity threats. We have set up a dedicated team to implement the new initiatives on GBA and business development . We also broadened our communication and promotion channels to reach out to a wider group of market practitioners and students to keep them informed of our latest news and events. People are our key asset. Our commitment to creating an open and connected work environment has paid off in multiple ways, including a notable decrease in staff turnover from 28% in 2022/2023 to 18% in 2023/2024. Looking Ahead Global financial markets will continue to be shaped by prevailing economic and geopolitical conditions, as well as advancing megatrends such as technology innovation. In 2025, we will address challenges and pursue the opportunities for membership growth and expansion of our service offerings in examinations and training, guided by our 2023- 2026 strategic priorities. We will continue refining our current business model to align with HKSI Institute’s priorities, enhance member value proposition, mitigate key risks and ensure financial sustainability. 學會通過強化跨境活動，致力協助會員與大灣 區同業建立聯繫。於 2023 年 6 月 8 日，我們與深 圳市前海深港現代服務業合作區管理局（前海管 理局）簽署合作備忘錄，旨在促進跨境互通和知 識交流。隨後，在 9 月 15 日組織深圳考察團。同 年 12 月 18 日，我們首次與深圳市證券業協會合 作，在深圳共同主辦深港資本市場金融創新大 會。這些活動促使會員、行業領袖、政府官員 和監管機構展開深入交流，為提升跨境市場從 業員的能力和未來合作奠定基礎。 強化基礎設施和實力 過去 15 年來，我們長期依賴傳統考試系統。現 我們迎來重大轉變，自 2023 年 6 月起，我們的 電腦考試中心已全面採用全新的考試系統，建 基於新系統，計劃在 2025 年初，我們在香港以 外的地區提供遠程考試和考試中心服務，為海 外考生帶來更經濟高效、更便捷的考試模式及 場所。 在報告期內，我們將焦點擴展至數碼轉型和 自動化項目，以提高營運效率。於 2023 年 3 月 底，我們推出數碼化的個人會籍申請表格，大 幅縮短處理和審批時間。同時，透過一系列措 施提升網絡安全水平，包括完善政策和程序、 持續監控主要系統、及聘請專家進行監控並保 護學會免受不斷增加的網絡安全風險威脅。 我們成立專責團隊，推動與大灣區和業務發展 相關的新舉措。同時，擴展溝通和宣傳渠道， 廣泛聯繫同業和學生，確保他們能緊貼我們最 新動態和活動。 人才乃學會最寶貴的資產。我們致力打造開放 互聯的工作環境，在多方面取得顯著成效， 員工流失率從 2022/2023 年度的 28% 下降至 2023/2024 年度的 18% 。 展望未來 全球金融市場將繼續受當前經濟狀況和地緣政 治局勢的影響，同時亦受科技創新等大趨勢的 推動。展望 2025 年，我們將貫徹 2023-2026 年 度的重點策略，積極應對各項挑戰，開拓會員 增長及擴展考試和專業培訓的機遇。我們將持 續優化現有的營運模式，以配合學會的重點工 作，提升會員價值定位，同時減少主要風險， 確保財政穩健。