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FPSB Meeting in Hong Kong

By Dennis Lau, IFPHK CEO

The Institute of Financial Planners of Hong Kong (IFPHK) is proud to host the upcoming Financial Planning Standards Board (FPSB) meeting at The Langham Hong Kong from 22-26 April.  The IFPHK and FPSB have committed to putting together a conference week based on past success and the best Hong Kong has to offer to ensure we have a great and productive few days together. This year, much of the focus of discussion will be on growing the financial planning profession around the world.

IOSCO’s Stephen Po Speaking on Suitability

In addition to representatives from FPSB’s 24 member organizations, we are honored to have Professor KC Chan, Secretary for Financial Services and the Treasury, attend the welcome reception and join us in welcoming the global financial planning community to Hong Kong. Additionally, Stephen Po, chairperson of the International Organization of Securities Commissions (IOSCO) Committee 3 and senior director of the Hong Kong Securities and Futures Commission, will address the group on suitability requirements for distribution of complex financial projects.

FPSB’s Noel Maye Speaking on Investor Education

On Tuesday, 23 April, IFPHK will host a luncheon for our corporate partners that will focus on investor education. Miles Larbey, general manager of the Investor Education Centre, Steve Chiu, chairman of the IFPHK Board of Directors, and Noel Maye, FPSB CEO, will speak on investor education in both Hong Kong and around the world. Partnership between the financial planning profession, government and our corporate partners is one important way to grow the profession and we are looking forward to the discussion.

In addition to learning from our colleagues around the world and engaging with the FPSB Board on growing the financial planning profession, IFPHK is proud to showcase our home, referred to as “Asia’s World City” because of its unique blend of East and West. In addition, the meeting takes place in Tsim Sha Tsui, Kowloon, where a good part of Hong Kong’s financial planning industry has their operations.

You can follow the event on Twitter with the hashtag: #FPSBHK

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