Morning Session

Welcome Remarks

Mr. Paul Pong, CFPCM

Chairman, Institute of Financial Planners of Hong Kong

Keynote Speech:

Updates on the New Insurance Intermediaries Regulatory Regime

Mr. Stephen Po

Executive Director, Market Conduct

Insurance Authority

Keynote Speech:

The Latest Update on MPF System

Ms. Cynthia Hui

Executive Director (Supervision)

Mandatory Provident Fund Schemes Authority

Riding the Wave of Technology

Maximising the Gain with FinTech

Mr. Alex Chan

CEO

Forms Syntron Information (HK) Limited

Insurtech Innovation for Advisors

Mr. Fred Ngan, FSA

Co-founder

Seasonalife Ltd.

Panel Discussion (I):

The Road to Digital Financial Planning

Moderator:

Mr. Ray Lee, CFPCM

Board Member, Institute of Financial Planners of Hong Kong

Speakers:

Mr. Alex Chan

CEO

Forms Syntron Information (HK) Limited

Dr. Henry Chan

Associate Professor & Associate Head of Department of Computing

The Hong Kong Polytechnic University

Mr. Fred Ngan, FSA

Co-founder

Seasonalife Ltd.

Afternoon Session

Welcome Remarks

Mr. Dennis Lau

Chief Executive Officer

Institute of Financial Planners of Hong Kong

Dialogue with the Regulator

Moderator:

Mr. Paul Pong, CFPCM

Chairman, Institute of Financial Planners of Hong Kong

Ms. Julia Leung, SBS

Executive Director, Intermediaries Division

Securities and Futures Commission

Retirement Options and Investment Strategies

Investing in Retirement:

A Quantitative Research (US)

Mr. Steve Chiu, CFPCM

Senior Vice President & Head of Hong Kong Retail

PIMCO Asia Limited

Hong Kong’s First Research on MPF Satisfaction Index

Mr. Elvin Thram

Head of Business Development and Client Relationship, Wealth, Hong Kong

Mercer (Hong Kong) Limited

Panel Discussion (II):

Accumulation and Decumulation:

Life-cycle Retirement Investment Strategies and Options

Moderator:

Mr. Chris Tse, CFPCM

Vice Chairman (Finance & Administration)

Institute of Financial Planners of Hong Kong

Speakers:

Mr. Raymond Li, JP

Executive Director and Chief Executive Officer

The Hong Kong Mortgage Corporation Limited

Mr. Steve Chiu, CFPCM

Senior Vice President & Head of Hong Kong Retail

PIMCO Asia Limited

Mr. Elvin Tharm

Head of Business Development and Client Relationship, Wealth, Hong Kong

Mercer (Hong Kong) Limited

Property Guide

Panel Discussion (III):

A Look at Land Policies and

Property Prices in Hong Kong

Moderator:

Mr. Paul Pong, CFPCM

Chairman, Institute of Financial Planners of Hong Kong

Speakers:

Mr. Shih Wing Ching

Founder

Centaline Group

Mr. Eric Wong

Chairman and CEO

Bricks & Mortar Management Ltd

End of Conference

The program rundown is tentative. The program and speakers are subject to change without prior notice.