The Independent Financial Advisors Association Limited (“IFAA”) is the first industry association specifically for corporations engaged in the provision of financial advisory services in Hong Kong.
Founded by a group of industry veterans, IFAA aims to reach out to three
core audience groups, namely government regulatory bodies, IFAA members
and the general public. IFAA will help independent financial advisors
keep abreast of international best practices.
Click here for the latest update on IFAA's activities from IFAA Chairman, Dr. Sidney Sze.
Click here to see Jimmy Chan, Chief Executive of Rex Global Asset Management accepting the IFAA Certificate from Dr. Sidney Sze, Chairman, IFAA
In collaboration with the law offices of Herbert Smith, the IFA held the first of three free member workshops designed to give practical assistance and support to the owners of independent financial advisor firms. Over 50 representatives from IFAs across Hong Kong came together to discuss a greater level of standardisation across all aspects of their operations. Click here to read a summary of what was covered at the workshop. Click here to see Dr. Sidney Sze, Chairman, IFAA with Angelyn Lim of Herbert Smith and Phil Neilson, Vice-Chairman, IFAA
Click here to see Johnson Chow, Managing Director, Centaline Financial Services accepting the IFAA Certificate from Dr. Sidney Sze, Chairman, IFAA
The IFAA proudly announced on 18 September the publication of its much anticipated Manual, which is the first of its kind for the financial planning industry in Hong Kong. More...
All organizations engaged in the provision of independent financial advisory services, including the selling of insurance and unit-linked products, are welcome to join the IFAA. Find out more here.
In July, 2006 we administered a survey to poll IFAs on their views and challenges facing the industry. To view our PowerPoint presentation of survey results click here
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