「可扣稅自願性供款」 強積金中介人培訓

「可扣稅自願性供款」 強積金中介人培訓

概要

To encourage the public to save early for retirement financial planning purpose, legislation has been passed to provide tax incentives for MPF scheme members to make tax deductible voluntary contributions (TVC) starting from 1 April 2019.

This core CPT activity will be delivered by a representative from the MPFA for industry practitioners to have in-depth understanding about tax deductible voluntary contributions (TVC) and related conduct /sale compliance issues.

宗旨

To provide important information and training to MPF industry practitioners TVC and related issues.

內容

1. Key features and operation issues of TVCs
2. Key conduct/compliance issues related to TVCs
3. Other important compliance issues for MPF intermediaries

對象

MPF Industry practitioners, e.g., responsible officers, compliance officers and subsidiary intermediaries of principal intermediaries.

- Light lunch will be provided 

- Course material will be provided in Cantonese (or English if needed)

導師/講者

李達豪
Mr. Peter Lee, holder of LLB, has over 15 years of experience in financial services compliance/regulation capacity and is currently Manager (Supervision) of the Mandatory Provident Fund Schemes Authority (MPFA). Prior to joining the MPFA, he was a manager of Investment Products Division of the Securities and Futures Commission. Mr. Lee had also acquired the CFA, CFP and FLMI designations.

詳情

活動編號
TPRMC19000301
日期及時間
2019年5月29日, 星期三 (12:00下午 - 2:00下午)
地點
香港證券及投資學會培訓中心
語言
廣東話
級別
Introductory
課程時數
SFC:2.00, MPFA:2.00, PWMA:2.00