Asset and Wealth Management Series

[Webinar] Riding on Wealth Management Connect (WMC) in Greater Bay Area (GBA)

Seminar New


The WMC is intended to open up cross-border access for wealth management products, initially mutual funds, bank deposits and eventually many other products and services to the GBA. This provides an outstanding opportunity for Hong Kong based fund managers to develop, create and promote mutual funds to more than 70 million population of the region. However, it is envisaged that not all fund managers in Hong Kong may benefit from this regime. This webinar will highlight the potential opportunities as well as challenges to those fund managers who want to ride on this scheme.


By the end of this webinar, participants will be able to:

- Understand the development and offering of WMC in the GBA, who can participate and how to participate.


1. The GBA in general
2. Details of WMC and background of this initiative
3. Participants and products on offer
4. Possible roll out of the WMC scheme
5. Opportunities and challenges for fund managers

Who should attend

The webinar is primarily targeted at fund managers, asset managers, bank management, in-house counsel & compliance, senior management such as Responsible officers, managers-in-charge, directors, COOs, CEOs, regulators and investors who would like to have a better understanding of current issues of WMC.

Financial Incentive Scheme of the WAM Pilot Programme

This is one of the eligible courses / seminars under the Financial Incentive Scheme (“The Scheme”) of the WAM Pilot Programme.

Eligible in-service practitioners of the financial services industry could apply for a reimbursement up to 80% of the course / seminar fees, or a maximum of HK$10,000 per person throughout the period of 1 October 2016 to 31 March 2023 upon satisfactory completion.

Each individual may apply for reimbursement for more than one course / seminar subject to a maximum of HK$10,000 but each course / seminar can only be reimbursed once.

The duly signed application form together with the FIVE supporting documents must be submitted within FOUR months from the last day of the course / seminar attended. Please refer to the WAM Pilot Programme website for more details.

WAM Pilot Programme Special Requirements

If you plan to apply for reimbursement under the Financial Incentive Scheme (FIS), please ensure your device/computer has the camera feature or with webcam installed as you are required to turn on your camera throughout the webinar.

Speaker/Course Instructor

Stewart Aldcroft is Chairman of Cititrust Limited and also the Senior Advisor for Citi’s Prime, Futures and Securities Services business. He is the author of numerous thought leadership publications issued by Citi over the last few years. Prior to joining Cititrust, Stewart held various senior management positions with international banks and fund houses. He is a fellow member of the Hong Kong Securities Institute and holds a Type 9 Licensed Representative and a Type 4 Responsible Officer license.


Date & Time
Wednesday, 9 Dec 2020 (12:20PM - 1:20PM)
Virtual Platform
Seminar, New
SFC:1.00, PWMA:1.00