Application Form
Required documents for application
Required documents | Description | Copies | Download | |
---|---|---|---|---|
★ | Accreditation application form | Original / Electronic | 2 | Download |
★ | Academic qualification certificate(s) | Copies | 2 | – |
Proof of occupation and professional qualification certificate | Copies | 2 | – | |
★ | Identification Card | Copies | 2 | – |
★ | 2” inch Colour photo | Blue / White background | 4 | – |
Note: “★” Compulsory documentation for submission. The applicant must also submit the electric versions. |
Fee
Service Category | Category Code | Annual Fee |
---|---|---|
Professional Wealth Manager | CPWM | HK$10,000 |
Senior International Wealth Management | CSIWM | HK$20,000 |
Assessment Date
Assessment | Category Code | Date |
---|---|---|
Professional Wealth Manager | CPWM | 4 Oct – 8 Oct |
Senior International Wealth Management | CSIWM | 18 Oct – 21 Oct |