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 |