HKMA, SFC Wealth Management Survey

Published on: Feb 24, 2025

On Feb. 20, HKMA, SFC started 2024 survey re wealth management.

  • HKMA, HK SFC commenced asset and wealth management activities survey 2024.
  • Follows HK SFC Feb. 2024 issued 2023 asset, wealth management survey, #202134.
  • Survey
  • Purpose of survey is to gather information for regulatory and market facilitation and to comprehend the state of the asset and wealth management industry in Hong Kong.
  • Corporations involved in asset management, fund/portfolio advising, or private banking/wealth management in 2024 should complete the entire questionnaire.
  • Those not engaged in mentioned activities are required to fill in general information.
  • Effectiveness
  • The submission deadline of the questionnaire is Apr. 22, 2025.
Regulators
HK SFC; HKMA
Entity Types
Corp; IA; Ins; Inv Co
Reference
Cir B1/15C, G16/1C, Surv, 2/20/2025
Functions
Compliance; Financial; Reporting
Countries
Hong Kong
Category
State
N/A
Products
Fund Mgt; Insurance; Wealth Mgt
Rule Type
Final
Regions
AP
Rule Date
Feb 20, 2025
Effective Date
Apr 22, 2025
Rule ID
244500
Linked to
Reg. Last Update
Feb 20, 2025
Report Section
International