abc Fintech World

abc Fintech World Get into the FinTech World. Your ultimate fintech news and information sharing platform.

🥮Happy Moon Festival! May we have a bountiful autumn harvest, a future as bright as the moon. 🌕秋收月明,辰罡科技感謝一路陪伴及信任,願您事事如意...
28/09/2023

🥮Happy Moon Festival! May we have a bountiful autumn harvest, a future as bright as the moon.

🌕秋收月明,辰罡科技感謝一路陪伴及信任,願您事事如意,蒸蒸日上!

#中秋節

Thank you CityU Marketing for having us as the guest speaker to share fintech industry insights at Business Leader Forum...
21/09/2023

Thank you CityU Marketing for having us as the guest speaker to share fintech industry insights at Business Leader Forum #商業領袖論壇. Our CFO SL Cheung emphasized the transformative power of fintech and it's impact on various sectors, including banking, investments, and insurance. He also encouraged the students to embrace a growth mindset and stay updated with the latest industry trends, as well as importance of adaptability and continuous learning in the face of rapid technological advancements.

The forum was a perfect platform for bridging the gap between academia and industry, allowing us to connect with the next generation of marketing professionals and shed light on the groundbreaking developments taking place within the Fintech domain.

Let's stay connected and continue the dialogue on Fintech, marketing, and the exciting opportunities that lie ahead.

Learn how can asset managers utilize algo-trading marketplace to access top AI trading bots on different asset classes t...
28/06/2023

Learn how can asset managers utilize algo-trading marketplace to access top AI trading bots on different asset classes to unlock profit potential for clients.

Discussions:
1. The challenge of ensuring high-quality algorithms in auto-trading and how an algo-trading bot ecosystem tackle the pain points.
2. How do asset managers provide legitimate auto-trading
service in clients' accounts while managing accounts with ease and full transparency.
3. Demo and use cases sharing
4. Streamline your asset management service with P&L calculation and manage all statements from IB for your clients

Q&A Session: Ask the Experts and Get Answers to Your Burning Questions

This webinar is going to interest you if you are:
SFC Type 1, 9 LC | EAM | Asset Managers | Brokerage Firm | Financial Institution

Language: Cantonese 廣東話

Speakers:
Rex Tsang, CFA, Co-founder and CEO, AlgoBot Limited
Nelson Wong, Business Development Director, abc Multiactive (HK) Limited

Reserve your free ticket through the link below and make sure to tag your colleagues who would benefit from this event as well!
https://us06web.zoom.us/webinar/register/7416874910087/WN_TAxwNidTRCOB-ahjFnvkYQ


在最近的網絡研討會"Navigating Regulatory Requirements for EAM & Virtual Assets Management",演講嘉賓Tao Wong (ComplianceOne Consulting...
21/04/2023

在最近的網絡研討會"Navigating Regulatory Requirements for EAM & Virtual Assets Management",演講嘉賓Tao Wong (ComplianceOne Consulting Limited) 分享了許多有關 EAM、家族辦公室和虛擬資產管理的監管要求,為我們帶來了豐富的專業見解。

同時,我也要感謝所有在現場觀看直播的觀眾。非常高興地告訴大家,這一次我們的觀眾人數創下了紀錄。看到如此多的專業人士對學習和分享想法感興趣,非常令人鼓舞!

如果您想了解更多有關如何幫助您優化財富管理業務、提升客戶體驗和實現業務目標的資訊,請隨時通過 [email protected] 與我們聯繫。

再次感謝您的支持,敬請期待我們的下一個研討會!



Check out ComplianceOne Consulting Limited
https://www.complianceone.hk/

即將舉辦更多在線/實體活動,敬請期待!
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參加網絡研討會,學習如何應對外部資產管理人(EAM)和虛擬資產管理的監管要求。我們很高興與ComplianceOne Consulting Limited合作,分享香港監管風景和實用的合規性技巧和策略,以確保合規性並簡化財富管理工作流程。1...
18/04/2023

參加網絡研討會,學習如何應對外部資產管理人(EAM)和虛擬資產管理的監管要求。我們很高興與ComplianceOne Consulting Limited合作,分享香港監管風景和實用的合規性技巧和策略,以確保合規性並簡化財富管理工作流程。

1. EAM客戶開戶的監管要求:KYC、PI評估、適當性、風險評估等
2. 理解基金經理行為準則(FMCC)及其對EAM的影響
3. 處理虛擬資產的關鍵考慮因素
4. EAM和虛擬資產管理公司的技巧和策略:財富管理解決方案的最佳實踐。

日期時間: 2023年4月20日(星期四)下午4:30至5:30

*廣東話進行

Speakers:
Tao Wong, Co-founder & Partner, ComplianceOne Consulting Limited https://www.complianceone.hk/
Nelson Wong, Business Development Director, abc Multiactive (HK) Limited https://www.abcmultiactive.com/

立即免費登記 https://us06web.zoom.us/webinar/register/3516811998256/WN_pOKc4BQZTcGJ_UcRgHKHuw

Know Your Business:企業客戶引入及盡職調查昨天跟Know your Customer Ltd.合作的網上研討會吸引了數百位來自銀行、金融機構、證券和財富管理公司的代表參加。我們討論了金融機構在引入企業客戶流程中和進行客戶盡...
23/03/2023

Know Your Business:企業客戶引入及盡職調查
昨天跟Know your Customer Ltd.合作的網上研討會吸引了數百位來自銀行、金融機構、證券和財富管理公司的代表參加。我們討論了金融機構在引入企業客戶流程中和進行客戶盡職調查時所面對的普遍痛點,例如難以獲得最準確和最新的公司資訊文件,以及驗證公司業務持有人和最終受益人身份的挑戰。之後,我們分享了流通的解決方案 –– 更探討了當中最理想的操作模式–– 直接從💎黃金數據源 –– 官方公司註冊處收集詳細公司資訊以進行盡職調查。

為提供覆蓋面最廣泛和最準確的註冊處官方數據,Know Your Customer直接連繫全球127個國家的官方註冊處,利用 技術從官方文件中提取股東訊息並進行 。 透過與abc Multiactive (HK) Limited整合 、KYB 和客戶信息管理系統,金融機構可以優化其 工作流程,提高數據準確性,有效增強其整體風險管理,更可優化數字化轉型成本。💰

感謝所有出席參加的朋友和很高興大家在Q&A環節踴躍提出問題跟我們交流。如果您有興趣了解最新監管合規科技,歡迎聯絡我們屠[email protected]



即將舉辦更多在線/實體活動,敬請期待!
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[Live Webinar] Know Your Business:企業客戶引入及盡職調查- KYB(認識您的企業客戶) 與KYC (認識您的客戶) 分別- 有效KYB如何幫助客戶onboarding流程- 常見KYB痛點及解決方案- 收集...
14/03/2023

[Live Webinar] Know Your Business:企業客戶引入及盡職調查

- KYB(認識您的企業客戶) 與KYC (認識您的客戶) 分別
- 有效KYB如何幫助客戶onboarding流程
- 常見KYB痛點及解決方案
- 收集和驗證企業背景資料
- 如何將KYB納入現有客戶onboarding流程的策略以保持合規
- 有效KYB的實例研究

適合人群:
證監1, 4, 9 號持牌人
家族辦公室 | 財富管理公司 | 券商 | 合規 | 風險管理 | M&A | 保險業 | 銀行 | 金融機構

Date & Time:
22 March 2023 (Wed) 16:30-17:30

Language:
Cantonese 廣東話

Speakers:
Billy Ho, General Manager, North Asia, Know Your Customer Ltd.
Eddie Cho, Representative of abc Multiactive (HK) Ltd.
Maffee Wong, Representative, abc Multiactive (HK) Limited

立即報名參加,和專家講者實時Q&A互動!
https://us06web.zoom.us/webinar/register/5116786927886/WN_e568588vShqDK-tfYmPe5w

Attendance Cert will be provided upon completion of the webinar. Please send your request via email [email protected]

非常感謝大家參加我們最新的網絡研討會“ 活用金融產品資訊/交易平台促成交易”。很高興邀請到 Thomas Ng@ Wealth Management Cube Ltd就財務顧問如何利用金融產品平台和用例進行分享。如果您對財富管理解決方案有任...
17/02/2023

非常感謝大家參加我們最新的網絡研討會“ 活用金融產品資訊/交易平台促成交易”。

很高興邀請到 Thomas Ng@ Wealth Management Cube Ltd就財務顧問如何利用金融產品平台和用例進行分享。如果您對財富管理解決方案有任何疑問,歡迎聯繫我們。下期再見!

訂閱 以獲得更多最新金融科技資訊及相關活動Events
https://lnkd.in/g8Kq_7kK


#基金

[Live Webinar] How do the most financial broker leverage technology: One Stop Wealth Management Platform(for SFC Type 1,...
08/02/2023

[Live Webinar] How do the most financial broker leverage technology: One Stop Wealth Management Platform
(for SFC Type 1, 4, 9 holders and insurance brokers)

Introduction
- How to construct a well-diversified portfolio for your client by adapting an all-in-one B2B2C wealth management platform providing wide variety of financial products and services including both SFC authorised funds and unauthorised funds (offered to Professional Investors)
- Efficient ways to streamline your portfolio management and reporting workflow\
- Seamless product onboarding & transaction ex*****on with API/Saas
- Comprehensive client management with risk level profiling, cash management tools and client statement generation

This webinar is going to interest you if you are:
SFC Type 1, 4, 9 Licensed
B2C Funds Trading Platform | Family Offices | Wealth Management Company | Securities Brokerage Firm | Insurance Company | Insurance Broker | External Asset Manager (EAM)

Date & Time:
15 February 2023 (Tue) 16:30-17:30

Language:
Cantonese 廣東話

Speakers:
Thomas Ng, Executive Director, Business and Product Development, Wealth Management Cube Ltd
Nelson Wong, Business Development Director, abc Multiactive (HK) Ltd.

Sign up now to secure your FREE spot!
https://attendee.gotowebinar.com/register/1472070576478824543?source=facebook

Attendance Cert will be provided upon completion of the webinar. Please request via email [email protected]

#基金

Introduction上架多種金融產品,擴大產品受眾投資組合管理支持API/ Saas model,無痛連接 金融產品 - 金融機構 - 客戶對象: B2C基金平台 | 家族辦公室 | 財富管理公司 | 券商 | 保險公司 | 保險經紀 ...
01/02/2023

Introduction
上架多種金融產品,擴大產品受眾
投資組合管理
支持API/ Saas model,無痛連接 金融產品 - 金融機構 - 客戶

對象:
B2C基金平台 | 家族辦公室 | 財富管理公司 | 券商 | 保險公司 | 保險經紀 | 外部資產經理 (EAM)

Date & Time:
15 February 2023 (Tue) 16:30-17:30

Language:
Cantonese 廣東話

Speakers:
Thomas Ng, Executive Director, Business and Product Development, WM Cube
Nelson Wong, Business Development Director, abc Multiactive (HK) Ltd.

立即報名參加,和專家講者實時Q&A互動!

Sign up now to secure your free spot!
https://attendee.gotowebinar.com/register/1472070576478824543?source=facebook
Attendance Cert will be provided upon completion of the webinar. Please request via email [email protected]

#基金 #資産運用 #研討會 #證劵 #投資 #投資理財

新年快樂! abc Multiactive 辰罡科技祝大家兔年開春大吉,錢兔似錦,百事亨通,財源廣進,生意興隆,恭喜發財!
20/01/2023

新年快樂! abc Multiactive 辰罡科技祝大家兔年開春大吉,錢兔似錦,百事亨通,財源廣進,生意興隆,恭喜發財!

Address

8/F, Hong Kong Trade Centre, 161-167 Des Voeux Road Central
Central & Western District

Opening Hours

Monday 09:00 - 18:00
Tuesday 09:00 - 18:00
Wednesday 09:00 - 18:00
Thursday 09:00 - 18:00
Friday 09:00 - 18:00

Telephone

+85225982027

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