概要

Asset and wealth management, from a broader perspective, is a strategic approach to maximising the value and performance of assets over time. Join us for a presentation and fireside chat with Ms Christina Choi, Executive Director of the Securities and Futures Commission (SFC), on Hong Kong’s latest initiatives in this sector.

Participants will gain a comprehensive understanding of the regulatory landscape, recent updates on initiatives and strategic priorities impacting the industry. After the presentation, Ms Choi will engage in a fireside chat with Mr Jeremy Lam, our Board Director and Chairperson of Education & Development Committee, for further insights and discussion.

This session is useful for professionals navigating the evolving regulatory environment and pursing growth opportunities in Hong Kong and beyond.

The event will be in hybrid format, for in-person, please click here to register!

內容

• SFC strategic priorities
• Overview of Hong Kong AWM landscape
• Update on initiatives
   o Mainland and other markets – ETF Connect enhancements,REIT Connect, MRF enhancements, GBA WMC 2.0 etc.
   o Facilitative / efficiency measures
   o Enhancing existing regulations and product facilitation

對象

Senior management such as ROs, MICs, directors, asset managers, wealth managers and investment advisors.

資產財富管理業先導計劃 - 專業培訓資助計劃

本課程已被審批為「提升資產財富管理業人才培訓先導計劃」（以下簡稱「資產財富管理業先導計劃」 其下之「專業培訓資助計劃」（以下簡稱「本計劃」）。本計劃旨在提升資產財富管理業在職從業員的專業能力水準及協助金融服務業內其他從業員學習所需的知識和技能，使他們能投身資產財富管理業。合資格之申請人按香港證券及投資學會之要求完成課程後將可獲香港特區政府資助80%學費，上限為HK$15,000。 香港證券及投資學會為資產財富管理業先導計劃之執行機構，有關申請要求之細則及手續，請參閱專為資產財富管理業先導計劃而設之網站(https://www.wamtalent.org.hk/)。