Accreditation in Professional Wealth Management Form
Home Accreditation in Professional Wealth Management 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 |
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