Circular to Licensed Corporations Engaged in Asset and Wealth Management Activities - Asset and Wealth Management Activities Survey 2024

1. As an annual exercise to collect information about asset and wealth management activities in Hong Kong for regulatory and market facilitation purposes and to better understand the state of the asset and wealth management industry in Hong Kong, the Securities and Futures Commission (SFC) has now commenced the Asset and Wealth Management Activities Survey 2024 (the “AWMAS”). We would appreciate your continued cooperation, as in previous years, by completing the questionnaire through the online submission system on or before 22 April 2025.

2. For those licensed corporations which had gross operating income derived from asset management, giving advice on funds / portfolios and / or private banking / private wealth management during 2024, please complete the full questionnaire. If your corporation did not engage in any of the activities covered in the survey throughout the year, please fill in the part of General Information in the questionnaire. The questionnaire can be accessed at:

   https://wings.sfc.hk/awmas/#/en/

3. Please read the important notes on the front page (after selecting the type of firm) and the definitions of certain terms and expressions set out in the “Note” section of the questionnaire. Please be assured that all information provided will be treated in strict confidence and will not be disclosed to any third party except in an aggregated form of statistics.

4. If you have any queries on the AWMAS, please email to awmas2024@sfc.hk or contact the SFC’s Investment Products Division at (852) 2231-2275 if your company’s name begins with the letter A – H, or (852) 2231-1364 if your company’s name begins with the letter I – Z.

Investment Products Division
Securities and Futures Commission