CIR
現時生效
Selling of Investment Products to Private Banking Customers
The section of ““Portfolio-based” assessment of suitability when providing private banking services to PB customers” in the circular has been superseded by the HKMA’s circular dated 23 February 2024 on “Portfolio-based Approach to Suitability Assessment”.
The section of "Selling of accumulators" in the circular has been superseded by the HKMA's circular dated 14 March 2025 on "Guidance on Selling of Accumulators".
發出日期:
2012年06月12日
組別:
所有認可機構
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- 參照文件
- 版本歷史
- 取代舊有文件
直接相關文件