HKIFA 12th Annual Conference

Monday, November 26th 2018
JW Marriott Hotel Hong Kong

You are cordially invited to enroll into the 12th HKIFA Annual Conference, which will be held at JW Marriott Hotel Hong Kong on November 26, 2018 (Monday). This year, we will focus on the theme “Shaping the future of asset management”, with particular emphasis on how to further provide value for money to investors.

Some of the topics that will be covered:

  • The latest regulatory environment in Hong Kong and the Mainland
  • Role of asset managers as fiduciaries
  • How can the asset management industry better harness technology to create value for money?
  • What are investors looking for and how can asset managers better cater for their needs? (based on research findings from investors from the Greater Bay Area)
  • Role of fund managers in the second and third pillars, especially in the de-cumulation phase

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


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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