Downloads

PWMA Fintech Report 2021

2021 PWMA Brochure

User Guide for CPWP Certification Application (Renewal)

Hong Kong Private Wealth Management Report 2021 (English)

Hong Kong Private Wealth Management Report 2021 (Traditional Chinese)

Hong Kong Private Wealth Management Report 2021 (Simplified Chinese)

PWMA Announces PWM Report 2021 (English)

PWMA Announces PWM Report 2021 (Chinese)

User Guide for CPWP Certification Application (New)

PWMA Code of Ethics and Conduct (English)

PWMA Code of Ethics and Conduct (Chinese)

User Guide for CPWP Associate upgrading to CPWP Certification (Upgrade)

User Guide for CPWP Associate Application (New)

FEfundinfo_PWMA

FE fundinfo Data Feed Product Sheet_web

FE fundinfo Document Feed Product Sheet_web

Bondlinc - PWMA Info Sheet

PWMA and KPMG Jointly Release "Hong Kong Private Wealth Management Report 2020" (English version)

Application Form for Grandfathering

PWMA and KPMG Jointly Release "Hong Kong Private Wealth Management Report 2020" (Chinese version)

Hong Kong Private Wealth Management Report 2020 (English )

Application Instruction

Hong Kong Private Wealth Management Report 2020 (Traditional Chinese)

Guidelines for CPWP Certification

Hong Kong Private Wealth Management Report 2020 (Simplified Chinese)

Guidelines for CPWP Certification Renewal (OPT)

PWMA and SBA Sign MoU

Guidelines for Grandfathering

私人財富管理先導人才培訓計劃

Definition of Relevant Practitioners

2020 PWMA Brochure

Guidelines for CPWPA Certification

A Complete Set of Training Materials and Examination Papers

Guidelines for CPWPA Certification Renewal (OPT)

Detailed description of In-house Programmes and Examinations

Application Form for Accreditation

Other Requirements

Criteria for Evaluation

Detailed Syllabus

User Guide for CPWP Certification Application (New)

ECF FAQ

Full Membership Eligibility

Full Membership Application Form

Routes to Obtain Certification

Routes to meet ECF benchmark

Hong Kong Private Wealth Management Report 2019 (Traditional Chinese)

Hong Kong Private Wealth Management Report 2019 (Simplified Chinese)

Hong Kong Private Wealth Management Report 2019 (English)

2018 White Paper to Promote Hong Kong as a Global Private Wealth Management Hub

The Hong Kong Private Wealth Management Report 2018

Automatic Exchange of Financial Account Information (“AEOI”) Fact Sheet

Treat Customers Fairly Charter for Private Wealth Management Industry

PWMA Code of Ethics and Conduct

PWMA and KPMG Jointly Release “Hong Kong Private Wealth Management Report 2019”

PWMA Releases White Paper to Promote Hong Kong as a Global Private Wealth Management Hub, 13 Recommendations to Drive the Industry Forward Hong Kong

Joint Press Release “Hong Kong Private Wealth Management Industry Expects to Double AuM in Five Years, PWMA New Survey Finds”

Joint Press Release “PWMA and SBA Sign MoU: Closer Collaboration to Develop the Private Wealth Management industry”

Joint Press release “PWMA 2018-2019 Cycle of the Pilot Apprenticeship Programme”

PWMA Survey Finds Private Wealth Management Industry Booming in Hong Kong

Joint press release Treat Customers Fairly Charter for Private Wealth Management Industry

Joint Press Release The Hong Kong Monetary Authority and the Private Wealth Management Association Co-launch The Pilot Apprenticeship Programme for Private Wealth Management

Peter Stein appointed Managing Director of PWMA

PWMA launches inaugural Wealth Management Summit & announces results of industry survey

Building Up the Talent Pool for the Private Wealth Management Industry

Launch of the Enhanced Competency Framework in Hong Kong

PWMA Formation