Streamlined PDD and PDD Utility Webinar on 27 May 2021

Great panel discussion at PWMA’s May 27 webinar on the topic of streamlined Product Due Diligence (PDD), an important tool that all private wealth management firms should be using to manage the challenges of complying with Hong Kong’s complex product rules. Our panelists shared how their firms have adopted Streamlined PDD, and its benefits in increasing efficiency while still fulfilling suitability requirements for clients. That was followed by timely presentations about the PWMA Product Due Diligence Utility from the two service providers behind it, SE fundinfo and Bondlinc. Many thanks to all the speakers who contributed: Edward Ng, Richard Mak, Victor Wong, Jerald Chua, Jeff Floro and Peter Stein.

PWMA members: In case you missed our past webinars, you may revisit them in our eLearning platform.