Regulatory Alerts2011-04-18
Added · Updated
Standardized Template for Interest Rate-Linked Instruments Issued by Authorized Institutions
The Hong Kong Monetary Authority issued this circular to provide a standardized template for the Important Facts Statement of interest rate-linked instruments. The document mandates that all authorized institutions use this specific format when disclosing key information to clients regarding these financial products. This requirement aims to ensure consistency and transparency in the marketing and sale of interest rate-linked instruments.
CIR
Current
Issue Date:
18 Apr 2011
20110418-3-EN.pdf (83.3 KB)
Topic:
Wealth Management & MPF - Securities/investment products
Group:
All Authorized Institutions
Directly related Document
Cross referenced Document
Version History
Superseded Document
Directly related Document
CIR
Current
18 Apr 2011
Important Facts Statement (IFS) for Currency-Linked Instruments and Interest Rate-Linked Instruments Issued by Authorized Institutions (AIs) (“ILCL instruments”)
Annex
Current
18 Apr 2011
Annex 1 - Standardized template for currency-linked instruments
CIR
Current
18 Apr 2011
Important Facts Statement (IFS) for Currency-Linked Instruments and Interest Rate-Linked Instruments Issued by Authorized Institutions (AIs) (“ILCL instruments”)
Annex
Current
18 Apr 2011
Annex 1 - Standardized template for currency-linked instruments
Cross referenced Document
Version History
Superseded Document
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