2025-03-14

Added · Updated

Guidance on Selling of Accumulators

The Hong Kong Monetary Authority issued this circular to provide regulatory requirements and guidance to all authorized institutions regarding the selling of accumulator products. The document establishes specific standards for wealth management and securities investment products to ensure proper investor protection and suitability obligations. It supersedes previous guidance and aligns with broader investor protection measures for investment and insurance products.

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Hong Kong Monetary Authority

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