Section
Title
Format
Size
Misc
FE fundinfo Data Feed Product Sheet_web
.pdf
160kb
Misc
FE fundinfo Document Feed Product Sheet_web
.pdf
159kb
Misc
Bondlinc - PWMA Info Sheet
.pdf
356kb
Press Releases
PWMA and KPMG Jointly Release "Hong Kong Private Wealth Management Report 2020" (English version)
.pdf
342kb
Press Releases
PWMA and KPMG Jointly Release "Hong Kong Private Wealth Management Report 2020" (Chinese version)
.pdf
527kb
Reference Materials
Hong Kong Private Wealth Management Report 2020 (English )
.pdf
2315kb
Reference Materials
Hong Kong Private Wealth Management Report 2020 (Traditional Chinese)
.pdf
2712kb
Reference Materials
Hong Kong Private Wealth Management Report 2020 (Simplified Chinese)
.pdf
2656kb
Misc
PWMA and SBA Sign MoU
.pdf
150kb
Misc
私人財富管理先導人才培訓計劃
.pdf
222kb
Misc
2020 PWMA Brochure
.pdf
1153kb
ECF
A Complete Set of Training Materials and Examination Papers
.pdf
172kb
ECF
Detailed description of In-house Programmes and Examinations
.pdf
183kb
ECF
Application Form for Accreditation
.pdf
120kb
ECF
Other Requirements
.pdf
198kb
ECF
Criteria for Evaluation
.pdf
329kb
ECF
Detailed Syllabus
.pdf
762kb
ECF
User Guide for CPWP Certification Application (New)
.pdf
1362kb
ECF
User Guide for CPWP Certification Application (Renewal)
.pdf
1217kb
ECF
ECF FAQ
.pdf
390kb
Membership
Full Membership Eligibility
.pdf
170kb
Membership
Full Membership Application Form
.docx
143kb
ECF
Routes to Obtain Certification
.pdf
64kb
ECF
Routes to meet ECF benchmark
.pdf
71kb
Reference Materials
Hong Kong Private Wealth Management Report 2019 (Traditional Chinese)
.pdf
2426kb
Reference Materials
Hong Kong Private Wealth Management Report 2019 (Simplified Chinese)
.pdf
2384kb
Reference Materials
Hong Kong Private Wealth Management Report 2019 (English)
.pdf
5435kb
Reference Materials
2018 White Paper to Promote Hong Kong as a Global Private Wealth Management Hub
.pdf
2426kb
Reference Materials
The Hong Kong Private Wealth Management Report 2018
.pdf
2010kb
Reference Materials
Automatic Exchange of Financial Account Information (“AEOI”) Fact Sheet
.pdf
271kb
Reference Materials
Treat Customers Fairly Charter for Private Wealth Management Industry
.pdf
117kb
Reference Materials
PWMA Code of Ethics and Conduct
.pdf
247kb
ECF Forms and Guidelines
Application Form for Grandfathering
.pdf
184kb
ECF Forms and Guidelines
Application Instruction
.pdf
129kb
ECF Forms and Guidelines
Guidelines for CPWP Certification
.pdf
120kb
ECF Forms and Guidelines
Guidelines for CPWP Certification Renewal (OPT)
.pdf
192kb
ECF Forms and Guidelines
Guidelines for Grandfathering
.pdf
194kb
ECF Forms and Guidelines
Definition of Relevant Practitioners
.pdf
144kb
Press Releases
PWMA and KPMG Jointly Release “Hong Kong Private Wealth Management Report 2019”
.pdf
323kb
Press Releases
PWMA Releases White Paper to Promote Hong Kong as a Global Private Wealth Management Hub, 13 Recommendations to Drive the Industry Forward Hong Kong
.pdf
304kb
Press Releases
Joint Press Release “Hong Kong Private Wealth Management Industry Expects to Double AuM in Five Years, PWMA New Survey Finds”
.pdf
249kb
Press Releases
Joint Press Release “PWMA and SBA Sign MoU: Closer Collaboration to Develop the Private Wealth Management industry”
.pdf
150kb
Press Releases
Joint Press release “PWMA 2018-2019 Cycle of the Pilot Apprenticeship Programme”
.pdf
167kb
Press Releases
PWMA Survey Finds Private Wealth Management Industry Booming in Hong Kong
.docx
131kb
Press Releases
Joint press release Treat Customers Fairly Charter for Private Wealth Management Industry
.pdf
198kb
Press Releases
Joint Press Release The Hong Kong Monetary Authority and the Private Wealth Management Association Co-launch The Pilot Apprenticeship Programme for Private Wealth Management
.pdf
196kb
Press Releases
Peter Stein appointed Managing Director of PWMA
.pdf
400kb
Press Releases
PWMA launches inaugural Wealth Management Summit & announces results of industry survey
.pdf
304kb
ECF
Building Up the Talent Pool for the Private Wealth Management Industry
.pdf
198kb
Press Releases
Launch of the Enhanced Competency Framework in Hong Kong
.pdf
216kb
Press Releases
PWMA Formation
.pdf
220kb