SPONSORS & SUPPORTS

Public Body
The Financial Services Development Council, Hong Kong

The Financial Services Development Council, Hong Kong (FSDC) was established by the HKSAR Government in January 2013 in response to the financial services industry’s call for a high-level government advisory body to support the sustained development of the industry. The FSDC engages the industry and formulates proposals to promote the further development of Hong Kong’s financial services industry and map out the strategic direction for the development of Hong Kong as an international financial centre. It acts as a focal point of views and melting pot of ideas, as a champion and ambassador of the industry, and as a capacity builder.

Website: www.fsdc.org.hk

Mandatory Provident Fund Schemes Authority

The Mandatory Provident Fund Schemes Authority (MPFA) is a statutory body responsible for regulating and supervising the Mandatory Provident Fund (MPF) System. It also oversees the operation of occupational retirement schemes.

The mission of the MPFA is to regulate and supervise privately managed provident fund schemes; to educate the working population about saving for retirement and the role of the MPF System as one of the pillars supporting retirement living; and to lead improvements to provident fund schemes to make them more efficient and user-friendly, and better meet the needs of the working population.

The vision of the MPFA is to build a retirement savings system that is valued by Hong Kong people.

Website: www.mpfa.org.hk

Non-public Body
The Association of Certified Fraud Examiners

The Association of Certified Fraud Examiners ('ACFE') is the world's largest anti-fraud organization and premier provider of anti-fraud training and education. Together with more than 80,000 members in over 150 countries, the ACFE is leading the fight against white collar crime and reducing business fraud worldwide.

The ACFE Hong Kong Chapter, which is a not-for-profit organization, holds social and training activities on a regular basis to connect anti-fraud professionals and promotes professional advancement in the prevention, deterrence, detection and investigation of fraud in Hong Kong.

We provide leadership to inspire public confidence in the integrity, objectivity, and professionalism of Certified Fraud Examiners.

Website: www.hkacfe.com

Chinese Securities Association of Hong Kong

The Chinese Securities Association of Hong Kong (CSAHK) was formerly a committee of The Hong Kong Chinese Enterprises Association operating independently under the name of Capital Market Committee of The Hong Kong Chinese Enterprises Association. The committee was transformed into a limited company on 14 October 2009 under the name of Chinese Securities Association of Hong Kong Company limited.

With the goal of further advancing business environment of Hong Kong and strengthening corporations among securities firms, CSAHK absorbed 111 members, including subsidiaries and related companies of most PRC financial institutions. CSAHK has been acting as an important bridge connecting not only financial institutions, but also financial services industry and regulators of both Hong Kong and Mainland China.

Website: www.hkcsa.com.hk

CFA Institute

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion for ethical behavior in investment markets and a respected source of knowledge in the global financial community. The end goal: to create an environment where investors’ interests come first, markets function at their best, and economies grow. CFA Institute has over 148,000 members in 163 countries and territories, including 142,000 CFA charterholders, and 148 member societies.

Website: www.cfainstitute.org

Financial Dispute Resolution Centre

Financial Dispute Resolution Centre is a non-profit limited company by guarantee and commenced operation on 19 June 2012. It administers in an independent and impartial manner a Financial Dispute Resolution Scheme (“FDRS”), which provides an effective and cost-efficient channel for financial institutions and their customers to resolve their disputes by way of “Mediation First, Arbitration Next”. All financial institutions authorised by the Hong Kong Monetary Authority or licensed by the Securities and Futures Commission (except those providing only credit rating services) are members of the FDRS. The FDRS provides a cost-effective and time-saving financial dispute resolution avenue for the financial sector and the community.

Website: www.fdrc.org.hk

The Hong Kong Foreign Financial Institutions Association

The objective of the Association is to represent and support the general interests in Hong Kong of financial institutions incorporated outside the Asian financial hub; collect and disseminate information relating to the activities of foreign institutions which share an interest in growing their businesses in and from Hong Kong.

The scope of the Association further widened to also welcome non-bank financial institutions, such as insurance groups and asset management firms. In 2015, we decided to open our Association to law firms, private or public associations which are considered Financial Institutions or are involved in HK Financial Services Industry and we created a new category of membership called “Associate Members”.

The Association meets quarterly over luncheons with guest speakers share views and insights on topics of current interest. These meetings offer opportunities to get to know other fellow members of the HKFFIA. We have had many prominent figures from the Hong Kong SAR Government such as the Hong Kong Monetary Authority, the Treasury Department and the Stock Exchange etc.

The membership of the Association representing banks, insurance companies and fund managers from several European countries, Australia, Canada, China Chile, Hong Kong, Indonesia, Mauritius, Singapore, South Africa, Switzerland & USA respectively.

Website: www.hkffia.org.hk

Hong Kong Investment Funds Association

The Hong Kong Investment Funds Association (“HKIFA”) is a non-profit-making organization that represents the asset management industry in Hong Kong. We have two major roles, namely consultation and education. On consultation, we work closely with the authorities to relay the views of our members on issues that have implications for the asset management industry. On education, we spearhead initiatives to enable Hong Kong people to understand more about the risk/return characteristics of mutual funds; and to use them effectively for retirement investment and other financial planning purposes. We have 67 fund management companies as full/overseas members, managing about 1,350 SFC-authorized funds. Assets under management were about US$1,130 billion as at the end of April 2017. In addition, we have 60 affiliate and associate members.

Website: www.hkifa.org.hk

Hong Kong Investor Relations Association

Hong Kong Investor Relations Association (HKIRA) is a professional association comprising investor relations practitioners and corporate officers responsible for communications between corporate management and the investment community. Since established in 2008, HKIRA advocates the setting of international standards in IR education, advances the best IR practices and meet the professional development needs of those interested in pursuing the investor relations profession.

HKIRA is dedicated to advancing the practice of IR as well as the professional competency and status of our members. To date, HKIRA has around 650 members and most of them are working for companies primarily listed on the Hong Kong Stock Exchange. HKIRA’s membership profile covers a wide spectrum of professions from IR, finance, accounting, company secretarial to corporate investment roles. It consists of executives at various stages of their career, including the top executives from the IR professional and also the C-level management of listed companies.

Website: www.hkira.com

Hong Kong Institute of Certified Public Accountants

The Hong Kong Institute of CPAs is the only body authorized by law to register and grant practising certificates to certified public accountants in Hong Kong. The Institute has more than 41,000 members and 20,000 registered students. Members of the Institute are entitled to the description certified public accountant and to the designation CPA.

HKICPA evolved from the Hong Kong Society of Accountants, which was established on 1 January 1973.

The Institute operates under the Professional Accountants Ordinance and works in public interest with wide-ranging responsibilities, including assuring the quality of entry into the profession through its postgraduate qualification programme; promulgating financial reporting, auditing and ethical standards; and regulating and promoting efficient accounting practices to safeguard Hong Kong's leadership as an international financial centre.

Website: www.hkicpa.org.hk

Hong Kong Private Equity Finance Association

Hong Kong Private Equity Finance Association has its root going back to 2010 where a group of finance professionals in the VC/PE industry who collaborated and developed professional activities to promote the industry standards and practices.

It resulted as a platform for finance and legal professionals in the VC/PE industry for sharing information and networking.

The Hong Kong group has grown from being a small network to over 200 individual members consisting of CFOs, COOs, controllers, finance managers and legal counsels from the industry. In 2013, envisioning that a legal entity is required, Hong Kong Private Equity Finance Association was formed. It aims to be a self-governing non-profit organization, while maintaining a strong tie with other professional bodies in the industry.

Website: www.hkpefa.org

Hong Kong Retirement Schemes Association

The Hong Kong Retirement Schemes Association (HKRSA) was established in 1996 to promote the interests and best practices of retirement schemes in Hong Kong including provident and pooled retirement funds. The HKRSA is a not-for-profit, non-political association, which represents retirement schemes and their members, providing a forum for discussion of issues of current and topical interest.

Website: www.hkrsa.org.hk

Hong Kong Securities Association

Hong Kong Securities Association (HKSA) is a non-profit making industry association founded in 1978. As at 2017, we have over 1,100 members representing more than 70% of the stock broking business community.

The Association was formed to represent the interests of the industry, and to this end we have worked closely with governmental and related authorities for the betterment of the industry as a whole. We have strived to protect the reasonable interests of our members in a balanced and equitable manner.

To ensure our members are properly prepared to cope with new products, rules or regulatory requirements, we conduct regular seminars and CPT courses accredited by Securities and Futures Commission.

To promote Hong Kong as an international financial centre, we always participate in delegations organized by the government official, hold delegations to visit different financial organizations in various countries, receive delegations all around the world, and organize international functions.

Website: www.hksa.com.hk

The Hong Kong Trustees’ Association

The Hong Kong Trustees’ Association Limited was established in 1991 by members of the trust and fiduciary services industry to represent the trust industry in Hong Kong, particularly in the areas of legislation and education. It is a not for profit company limited by guarantee incorporated in Hong Kong. The Trustees’ Association currently has more than 115 members, and represents thousands of people working in the trust, private banking, fund services, legal and accounting fields.

Our mission is:

  • to represent the trust industry in promoting high standards of professionalism and corporate governance;
  • to contribute towards advancing the status of Hong Kong trust professionals and the industry internationally;
  • to represent the industry to the government, the media, local and international professional bodies and the public in promoting Hong Kong as an international trust and fiduciary services centre; and
  • to promote high standards for the industry by the issuance of Best Practice Guides applicable to corporate trusts, pension schemes, private trusts and charitable trusts.

Website: www.hktrustees.com

Investor Education Centre

Supported by the four Hong Kong's financial regulators and the Education Bureau, the Investor Education Centre (IEC) is a public organisation with the mission of improving financial literacy in Hong Kong. In April 2016, the IEC launched an independent and impartial financial education platform, The Chin Family「錢家有道」, with free information, educational resources and tools to help people in Hong Kong plan and manage their finances. The IEC is also the secretariat for the Hong Kong Strategy for Financial Literacy, which aims to harness the enthusiasm and efforts of various sectors by setting common goals that address the financial education needs of our society.

Website: www.hkiec.hk

The Institute of Financial Planners of Hong Kong

The Institute of Financial Planners of Hong Kong (IFPHK) was established in June 2000 as a non-profit organization for the fast-growing financial industry. It aims to be recognized in the region as the premier professional body representing financial planners that uphold the highest standards to benefit the public.

The Institute is the sole licensing body in Hong Kong authorized by Financial Planning Standards Board Limited (FPSB) to grant the much-coveted and internationally-recognized CFPCM certification and AFPTM certification to qualified financial planning professionals in Hong Kong and Macau.

It represents more than 7,600 financial planning practitioners in Hong Kong from such diverse professional backgrounds as banking, insurance, independent financial advisory, stockbroking, accounting, and legal services. Currently there are more than 170,100 CFP certificants in 26 countries/regions; the majority of these professionals are in the U.S., Canada, China, Australia and Japan, with more than 4,600 CFP certificants in Hong Kong.

Website: www.ifphk.org