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Asian Region Funds Passporting – Can the Region emulate the European UCITS model? [RERUN on 11th Sept] [Full] Event Code: 140828LU
This event is fully booked. If you would like to be put on the waiting list, please click here, complete the form and submit it online. When there is seat available, we will inform you by email.

Date 28-Aug-2014
Time 12:15 p.m. - 1:30 p.m.
Venue HKUST Business School Central
15th Floor, The Hong Kong Club Building, 3A Chater Road, Central, Hong Kong
Speaker(s) Mr. Stewart Aldcroft
Chief Executive Officer, CitiTrust Limited, Asia Pacific
Senior Advisor, Investor Services, Asia Pacific
Citi Markets and Securities Services
Fee HKSFA Member(s) at HK$150.0/person
CFA Candidate(s) at HK$230.0/person
Guest(s) and Non-member(s) at HK$300.0/person
This seminar is qualified for 1 CPT hour(s), 1 CE hour(s), 1 RBV CPD hour(s)
  • For HKUST Business School Alumni, please contact HKSFA office at for registration.
  • CFA Candidate(s) for Year 2014 only.
  • Sandwiches and drinks will be provided. 
  • Only Visa and Master Card are accepted for online payment.

Event Details

This event has recorded an overwhelming response.  A rerun of the luncheon is now scheduled on 11th September. 

The HKSFA is pleased to have invited Mr. Stewart Aldcroft, Chief Executive Officer of CitiTrust Limited in Asia Pacific to present at our continuing education luncheon on the topic “Asian Region Funds Passporting – Can the Region emulate the European UCITS model?”. 

The luncheon aims to cover the contents below:
  • Fifteen Markets, Eight Players, Three Schemes, One Objective
  • Hong Kong / China Mutual Recognition Scheme for funds
  • Two other Asian Regional Funds Passports
  • The key benefits for each
  • How will these schemes develop?  Who benefits?  Fund Managers or Investors?
  • What needs to be done now, to participate?
In order to ensure that the luncheon is helpful in addressing your specific questions, we invite participants to submit questions in advance by emailing under subject “Asian Region Funds Passporting” which we will ensure submitted questions are answered either during the presentations or during the Q&A session.
Revised Rating* - Intermediate
* Ratings
  1. General - Material presented will be basic and of interest to a general audience having no background in the area.
  2. Intermediate - Material presented will have technical elements requiring a working knowledge of the subject to make full use of the presentation.
  3. Advanced - Highly focused technical presentations of interest to participants with a high level of technical knowledge in the subject area.
  4. Unrated - HKSFA has yet to receive sufficient information to grade the content of this event. 

Click here to download the event flyer for further details.