Welcome to the IFAA

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.

imageFounded 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.

Latest News

Message from IFAA's Chairman

Click here for the latest update on IFAA's activities from IFAA Chairman, Glenn Turner.

3 November 2008 - IFAA Investor Protection Seminar - "Examining The Role Legal Jurisdictions Play in Protecting Policy Holders" is held. Mr. Brendan Harper, Technical Services Manager, Friends Provident International presented. Mr. Harper with New IFAA Chairman, Glenn Turner (right)

26 September 2008 - Fortis Insurance Company (Asia) Limited joins as Patron Member

28 August 2008 - Glenn Malcolm Turner appointed Chairman of the IFAA.

28 August 2008 - Horwath Financial Services Limited joins as Corporate Member

4 July 2008 - iFast Financial Services joins as Patron Member

21 July 2008 - Capitaline Hill Asset Management Limited joins as Corporate Member

3 July 2008 - Platinum Financial Services Limited joins as Corporate Member

16 June 2008 - Alpha Wealth Management Limited joins as Corporate Member

11 June 2008 - IFAA Legal Series, Workshop II - "SFC Guidelines and Expectations of Licensed Investment Advisors – Are they practical?” is held at law offices of Herbert Smith

3 June 2008 - GET Wealth Management Limited joins as Corporate Member.

8 April 2008 - Rex Global Asset Management Limited joins as Corporate Member

11 March 2008 - IFAA Legal Series, Workshop I - "Protecting your business through the clarification and adoption of key procedures"

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

29 February 2008 - Centaline Financial Services Limited joins as Corporate Member

Click here to see Johnson Chow, Managing Director, Centaline Financial Services accepting the IFAA Certificate from Dr. Sidney Sze, Chairman, IFAA

 

IFAA Promotes best Ethical Practices for Financial Planners in Hong Kong through the Ground-breaking Publication of "Corporate Practice Management Manual"

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...

Join Us

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.

Hong Kong IFA Industry Survey

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