Events listed in Code on Unit Trusts and Mutual Funds
FAQs – Mainland-Hong Kong Mutual Recognition of Funds: Frequently Asked ...
ID 26494
The Securities and Futures Commission of Hong Kong (SFC) published revised Frequently Asked Questions (FAQs) on Mainland-Hong Kong Mutual Recognition of Funds. The FAQs outline, among other things, the eligibility requirements for being recognized as a mutually recognized fund (MRF), ongoing operations requirements, disclosure requirements for MRF funds, licensing requirements of the Hong Kong representative of a Mainland fund, and distribution and sales obligations ...
Circular on Disclosure / Use of Annualised Returns for Money Market Funds
ID 25494
On October 25, 2023, the Securities and Futures Commission of Hong Kong (SFC) issued a circular as regards the illustration of the annualized return in marketing material of money market mutual funds (MMFs). The circular was prompted by fund managers who inquired about an adequate disclosure of annualized returns that are based on periods shorter than one year as this issue is currently not ...
FAQs – Mainland-Hong Kong Mutual Recognition of Funds: Frequently Asked ...
ID 24926
The Securities and Futures Commission of Hong Kong (SFC) published revised Frequently Asked Questions (FAQs) on Mainland-Hong Kong Mutual Recognition of Funds. The FAQs outline, among other things, the eligibility requirements for being recognized as a mutually recognized fund (MRF), ongoing operations requirements, disclosure requirements for MRF funds, licensing requirements of the Hong Kong representative of a Mainland fund, and distribution and sales obligations ...
FAQs – Publicly offered investment products: Investment-Linked Assurance ...
ID 21509
The Securities and Futures Commission of Hong Kong (SFC) has published revised frequently asked questions (FAQs) relating to Investment-Linked Assurance Schemes (ILAS), schemes under which life insurance policies are typically coupled with investment options (usually mutual funds shares). The FAQs address – among others – issues such as the application process for an ILAS product, documents to be provided in this context, time limits ...