Education / CPD Course

Update of Regulations and Guidance Notes for Insurance and Financial Products


1.       Application of the new “Personal Data (Privacy) (Amendment) Ordinance” for insurance and financial industry  

2.       Key regulatory requirement of Anti-Money Laundering for conducting insurance and financial business

3.       Bribery and insurance and financial business

4.       Key related Guidance note issued by Insurance Authority

5.     Key related features under Anti-discrimination ordinances


Mr. William Fan,

BEc, MFin, CFA

Medium of Teaching


CPD Credits
3 SFC CPT Credits
3 MPFA Non-core Credits
3 HKMA ECF CPD Credits
3 IA CPD Hours (Ethics or Regulations)
Dress Code

Smart Casual

Important Notes
  1. All participants will be subject to body temperature checks before admission.
  2. All participants must put on facial mask during the conference/course.
  3. Seats are allocated on a first-come-first-served basis.
  4. Administration fee is non-refundable and non-transferable.
  5. Full and strict attendance is enforced as attached
  6. Course certificate will be issued right after successful completion of the course.
Ms. Candy Cheung
Date:28 February 2023 (Tuesday)
Time:6:00 AM - 9:00 AM (3 hours)
VTC Tower, 27 Wood Road, Wanchai, Hong Kong

Share to:
PIBA Member
HK$ 165
02:00 of 11 January 2023
Non-PIBA Member
HK$ 270
02:00 of 11 January 2023
10:00 of 14 February 2023 or when it is full, whichever is earlier