Asset and Wealth Management Activities Survey 2024 Conducted by the Securities and Futures Commission ("SFC")

Survey Invitation for Asset and Wealth Management Activities

On 20 Feb 2025, the Hong Kong Monetary Authority (HKMA) issued a notification to all registered institutions inviting participation in the Securities and Futures Commission’s (SFC) Asset and Wealth Management Activities Survey (AWMAS) for the year ended 31 December 2024. The SFC conducts this annual survey to collect industry data for regulatory and market facilitation purposes, aiming to enhance understanding of Hong Kong’s asset and wealth management sector.

Key Survey Details and Requirements

The survey requires institutions to complete an online questionnaire via the SFC’s portal (https://wings.sfc.hk/awmas/#/en/) by 22 April 2025. Institutions must provide details on relevant asset and wealth management activities, with a specific instruction to complete the General Information section even if no covered activities were conducted during the reporting period. All data will be treated confidentially by the SFC and shared only in aggregated statistical form with the HKMA.

Contact Information and Compliance

Institutions with queries should contact the SFC Investment Products Division via email (This email address is being protected from spambots. You need JavaScript enabled to view it.) or telephone (2231-1948 for institutions A–E; 2231-1364 for F–Z). The HKMA emphasizes that the survey is a mandatory data collection exercise under the SFC’s authority, with no regulatory changes proposed or implemented through this document.