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Reference Materials
PWMA Digest
.pdf
664kb
Press Releases
Media Statement on Article 23
.pdf
157kb
Press Releases
《基本法》第23條媒體通知
.pdf
354kb
Press Releases
Vivien Khoo Joins Private Wealth Management Association as Chief Executive Officer and Managing Director
.pdf
160kb
Press Releases
Vivien Khoo加入私人財富管理公會出任行政總裁兼董事總經理
.pdf
243kb
Reference Materials
Hong Kong Pitchbook (English)
.pdf
3122kb
Reference Materials
Hong Kong Pitchbook (Chinese)
.pdf
4250kb
Press Releases
PWMA Announces PWM Report 2023 (English)
.pdf
212kb
Press Releases
PWMA Announces PWM Report 2023 (Chinese)
.pdf
418kb
Reference Materials
Hong Kong Private Wealth Management Report 2023 (English)
.pdf
1702kb
Reference Materials
Hong Kong Private Wealth Management Report 2023 (Traditional Chinese)
.pdf
2197kb
Reference Materials
Hong Kong Private Wealth Management Report 2023 (Simplified Chinese)
.pdf
2124kb
ECF
[University Student] User Guide for CPWP Associate Certification Application (Renewal)
.pdf
1006kb
ECF
[University Student] User Guide for CPWP Associate Application (New)
.pdf
1835kb
ECF
[Non-student] User Guide for CPWP Associate Certification Application (Renewal)
.pdf
1098kb
ECF
[Non-student] User Guide for CPWP Associate Application (New)
.pdf
2075kb
ECF Forms and Guidelines
Application Instruction
.pdf
106kb
ECF
User Guide for CPWP Certifcation Application (New)
.pdf
2698kb
ECF
User Guide for CPWP Associate Certification Application (Renewal)
.pdf
824kb
ECF
User Guide for CPWP Associate Application (New)
.pdf
2690kb
Reference Materials
Virtual Asset Regulation in Hong Kong: A Private Wealth Management Industry Perspective
.pdf
286kb
Press Releases
Hong Kong’s Private Wealth Management Industry - Proposes “Five Development Strategies for 2035
.pdf
197kb
Press Releases
香港私人財富管理行業推動「2035 五大發展戰略」- 多項政策旨在建設全球財富管理中心
.pdf
380kb
Reference Materials
Hong Kong 2035: A Global Wealth Management Centre (English)
.pdf
6108kb
Reference Materials
Hong Kong 2035: A Global Wealth Management Centre (Simplified Chinese)
.pdf
5750kb
Reference Materials
Hong Kong Private Wealth Management Report 2022 (English)
.pdf
1733kb
Reference Materials
Hong Kong Private Wealth Management Report 2022 (Traditional Chinese)
.pdf
2635kb
Reference Materials
Hong Kong Private Wealth Management Report 2022 (Simplified Chinese)
.pdf
2577kb
Press Releases
PWMA Announces PWM Report 2022 (English)
.pdf
213kb
Press Releases
PWMA Announces PWM Report 2022 (Chinese)
.pdf
441kb
Reference Materials
PWMA Fintech Report 2021
.pdf
978kb
Misc
2021 PWMA Brochure
.pdf
3457kb
Reference Materials
Hong Kong Private Wealth Management Report 2021 (English)
.pdf
1986kb
Reference Materials
Hong Kong Private Wealth Management Report 2021 (Traditional Chinese)
.pdf
2465kb
Reference Materials
Hong Kong Private Wealth Management Report 2021 (Simplified Chinese)
.pdf
2403kb
Press Releases
PWMA Announces PWM Report 2021 (English)
.pdf
280kb
Press Releases
PWMA Announces PWM Report 2021 (Chinese)
.pdf
454kb
Reference Materials
PWMA Code of Ethics and Conduct (English)
.pdf
133kb
Reference Materials
PWMA Code of Ethics and Conduct (Chinese)
.pdf
239kb
Press Releases
User Guide for CPWP Associate upgrading to CPWP Certification (Upgrade)
.pdf
1111kb
Misc
FEfundinfo_PWMA
.pdf
235kb
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
ECF Forms and Guidelines
Application Form for Grandfathering
.pdf
236kb
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
ECF Forms and Guidelines
Guidelines for CPWP Certification
.pdf
120kb
Reference Materials
Hong Kong Private Wealth Management Report 2020 (Simplified Chinese)
.pdf
2656kb
ECF Forms and Guidelines
Guidelines for CPWP Certification Renewal (OPT)
.pdf
192kb
Misc
PWMA and SBA Sign MoU
.pdf
150kb
ECF Forms and Guidelines
Guidelines for Grandfathering
.pdf
132kb
Misc
私人財富管理先導人才培訓計劃
.pdf
222kb
ECF Forms and Guidelines
Definition of Relevant Practitioners
.pdf
144kb
Misc
2020 PWMA Brochure
.pdf
1153kb
ECF Forms and Guidelines
Guidelines for CPWPA Certification
.pdf
43kb
ECF
A Complete Set of Training Materials and Examination Papers
.pdf
172kb
ECF Forms and Guidelines
Guidelines for CPWPA Certification Renewal (OPT)
.pdf
95kb
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
1338kb
ECF
User Guide for CPWP Certification Application (New)
.pdf
1362kb
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
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