Training

CPD event : Latest Developments of the Guangdong-Hong Kong-Macao Greater Bay Area (“GBA”) Cross-boundary Wealth Management Connect (“WMC”) Webinar

On 24 January 2024, the People’s Bank of China published the revised “Implementation Arrangements for the Cross-boundary WMC Pilot Scheme in the GBA” (“Implementation Rules”) to enhance the Cross-boundary WMC Pilot Scheme in the GBA (“WMC 2.0”). As part of WMC 2.0, eligible licensed corporations (“LCs”) are allowed to offer cross-boundary wealth management services in the GBA, and wider choice investment products are available. In this connection, the Securities and Futures Commission (“SFC”) has also issued a set of guidance and FAQ for LCs which wish to participate in WMC 2.0.

 

Covered Topics

-Key Features of WMC 2.0

-Business processes and operational controls implementation considerations

-Systems and IT infrastructure related implementation considerations

-Current market landscape

 

Training Details

Date: 13 March 2024

Time: 12:20pm - 1:20pm

Language: Cantonese

CPD: SFC - 1; PWMA - 1; FDRC - 1

 

Fees: 

All Member: HK$230

Staff of Corporate Member: HK$230

Student Member (UHKSI): HK$110

Non-Member: HK$460

Financial Dispute Resolution Centre (FDRC): HK$368

 

Registration: https://oes.hksi.org/enrol/activityDetail?activity_id=1013174