Regulatory Alerts2021-07-14
Added · Updated
Update on Enhanced Competency Framework on Private Wealth Management (ECF-PWM)
The Hong Kong Monetary Authority issued this circular to update the Enhanced Competency Framework for Private Wealth Management practitioners. The document outlines revised competency requirements and guidelines applicable to all authorized institutions engaged in private wealth management activities. It serves as the current regulatory standard replacing the previous framework established in 2014 to ensure professional competence in the sector.
CIR
Current
Issue Date:
14 Jul 2021
20210714-2-EN.pdf (1.1 MB)
Topic:
Capacity Building - Enhanced competency framework
Wealth Management & MPF - Others
Keyword:
Group:
All Authorized Institutions
Directly related Document
Cross referenced Document
Version History
Superseded Document
Directly related Document
CIR
Current
14 Jul 2021
Update on Enhanced Competency Framework on Private Wealth Management (ECF-PWM)
CIR
Archive
24 Jun 2014
Enhanced Competency Framework for Private Wealth Management (“PWM”) Practitioners (“ECF”)
Annex: Enhanced Competency Framework for Private Wealth Management Practitioners
CIR
Current
14 Jul 2021
Update on Enhanced Competency Framework on Private Wealth Management (ECF-PWM)
Cross referenced Document
Version History
CIR
Archive
24 Jun 2014
Enhanced Competency Framework for Private Wealth Management (“PWM”) Practitioners (“ECF”)
Annex: Enhanced Competency Framework for Private Wealth Management Practitioners
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