2014-03-28
Added · Updated
The Hong Kong Monetary Authority issued this document to provide Authorized Institutions with illustrative examples for implementing the high-level principles of the Treat Customers Fairly Charter. The annex details specific measures across five principles, covering product design, clear disclosure, accurate marketing, complaint handling, and access to basic services for vulnerable groups. These guidelines aim to foster a customer-centric culture and ensure financial consumer protection while encouraging institutions to develop context-specific compliance strategies.