HKIFA 11th Annual Conference

Monday, November 20th 2017
JW Marriott Hotel Hong Kong

You are cordially invited to enroll into the 11th HKIFA Annual Conference, which will be held at JW Marriott Hotel Hong Kong on November 20, 2017 (Monday).

“Fund distribution: at the cusp of change” is the theme of this year’s conference.  We are honored to have Mr. Arthur Yuen, JP, Deputy Chief Executive of HKMA, to be our keynote speaker. The speech, entitled “Fostering Hong Kong as a premier wealth management hub – the roles of banking and investment fund industries", will revolve around how sound corporate culture and new regulatory initiatives could help enhance related business conduct and improve clients' experiences.

As there are many recent developments and evolving trends in the market with respect to distribution - from regulatory to technology, from local to regional, as well as alternative platforms and evolving business models, it is both pertinent and interesting to deep dive into the topics.

Some of the subjects that will be covered:

  • From the lens of distributors
  • Online distribution and advisory platforms: market experience, key impediments and other alternative platforms
  • Perspectives of institutional investors and the key challenges in the investment landscape
  • Cross over between retail and MPF funds
  • Latest development regarding the mainland fund market – WFOE, and other trends
  • Outlook of the mainland and the HK distribution landscapes

The event aims to provide a platform for market participants, regulators, distributors and stakeholders to network and discuss issues pertinent to the industry developments and see how we can work together to foster HK’s position as a premier fund hub.

We sincerely look forward to your participation in this event.

Graham Turl

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Securities & Futures Commission Hong Kong 6 CPT Hours*
Mandatory Provident Fund Schemes Authority 6 CPD Hours (non-core)
The Law Society of Hong Kong
6 CPD Points**

*Subject to individual company's compliance approval.  Delegates will be required to keep all such documentary evidence to support your attendance such as certificates of attendance. The SFC may request you to produce such documentary evidence as and when required.

**Law Society CPD Requirements
Please sign in and sign out at the registration desk at the following times:
    - Before the conference starts (at or before 8:50am);
    - After the conference ends (at or after 4:50pm).
With effect from 1 November 2008, a practitioner should not claim any CPD points if he is absent (excluding scheduled breaks) for more than 30 minutes for a course of 3 hours or more in duration. Please be reminded to update your Mandatory CPD Training Records with the CPD points for the course and to keep them up-to-date.

This conference may be recognised as a qualified CPD activity for the Insurance Intermediaries Quality Assurance Scheme ("IIQAS") CPD Programme (Note A). However, we do not warrant that the attendance of this conference would automatically be recognised as complying with the IIQAS CPD requirements as different self-regulatory organisations ("SRO") may have different requirements. If in doubt, the insurance intermediaries should contact their SRO for clarification.

Note A: 
CPD courses organized or formally approved by the specified professional bodies (including the Law Society of Hong Kong) for their own CPD programmes can also be recognized as qualified CPD activities for the IIQAS CPD Programme, without the need to be further approved by the IIQAS CPD Programme assessment authority, if they relate to local insurance (or related) legislation, regulatory aspects of insurance practice in Hong Kong, insurance, actuarial science, risk management, financial planning, or other disciplines which are directly related to the work of insurance intermediaries, such as investment, law and legal knowledge, finance, business, commerce, management, engineering or communication skills. Generally, one CPD hour can be earned for each hour’s participation in these activities. For more information, please see the CPD Information Sheet issued by the Insurance Authority at