General Services (Notes 1,2) | ||
Item | Notes | Fee (HK$) (per transaction / copy / request) |
Administration fee for offline enrolment | 3 | $100 |
Issuance of document |
4,5,6 | |
|
$100 |
|
|
$200 | |
Delivery by registered mail (weight 100g or below) |
||
|
$25 | |
|
$45 | |
(Courier charges subject to quote.) | ||
Verification of records at HKSI Institute | ||
|
$500 | |
|
$1,000 | |
Withdrawal of activities enrolled | ||
|
$400 | |
|
$100 or 40% of the fee, whichever is higher | |
Unsuccessful or withdrawal of membership application
|
40% of the fee | |
Alteration of examination language (for CIIA Final Exam only. ) |
$500 | |
Alteration of examination paper (for TTC Exam (Part B-Stream 1 or Part B-Stream 2) only.) |
$500 | |
Examination results rechecking (for CPWP Module 1 Exam, GSQE, LE in Hong Kong and MPF Exam only.) |
7 | $400 |
Purchase of study materials and past papers | ||
|
||
- in e-version | $100 (Members / Staff of Corporate Members) $300 (Non-members) |
|
- in paper format | $500 | |
|
8 | $500 (Regular Price) / $450 (Candidates/e-version) |
|
$50 | |
|
$50 | |
Statement of Results (not applicable to the PRC Securities Regulations Examination. ) |
$200 | |
Vetting fee (for unsuccessful CIIA Final Exam candidate registration/ unsuccessful enrol for the CIWM Exam/TTC Exam only. ) |
$200 |
Abbreviations
ACIDWP Exam | Advanced Certificate in International and Domestic Wealth Planning Examination |
CIIA Final Exam | Certified International Investment Analyst Final Examination |
CIWM Exam | Certified International Wealth Manager Examination |
CPWP Module 1 Exam | Certified Private Wealth Professional Module 1 Examination |
GSQE | The Chinese Gold and Silver Exchange Society Qualification Examination |
MPF Exam | MPF Intermediaries Examination |
TTC Exam | Trust Training Certificate Examination |
Notes:
- The fees do not include activity and examination, as well as membership application, progression and renewal. Please refer to the HKSI Institute website (www.hksi.org) for details.
- Applicants should submit an application within the relevant period, unless specified otherwise (please refer to the relevant polices/examination handbook(s)).
- Not applicable to CIIA candidate registration application, GSQE, membership application and/or other activities as specified.
- Not applicable to the Certificate/Notification of Results of examinations before 27 September 2017.
- Not applicable to the issuance of the CIIA/CIWM/GSQE Certificate. For reissuance of CIIA/CIWM Certificates, an administration fee of HK$500 (per copy) will be charged.
- Performance analysis for CPWP Module 1 Exam (Paper-based Examination (PBE))/LE (PBE) in Hong Kong, LE in Mainland and LE in Taiwan only.
- All result rechecking fees are non-transferable and non-refundable. However, if the original examination result is found incorrect after remarking, the result rechecking fee will be refunded to the candidate concerned.
- Candidates who purchase Study Manuals for those CPWP Module 1 Exam papers for which they have enrolled during the period from the enrolment date to the examination date of the relevant examinations will enjoy a 10% discount. The HKSI Institute has full discretion to adjust the fees at any time. When an adjustment is made, a public announcement will be posted on its website.
The HKSI Institute has full discretion to adjust the fees at any time. When an adjustment is made, a public announcement will be posted on its website.