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Webinar: AI and the future of financial services: Unlocking value while preserving trust_8 Jul 2026 (Wed) 3:00 - 4:00 pm

The session will explore how AI is reshaping the financial services value chain, focusing on key touchpoints across the client lifecycle - from fund selection and content to client relationship management, while emphasising the importance of maintaining trust. It will examine how AI supports investment decisions alongside human judgement, enhancing insight and consistency rather than replacing accountability.
The discussion will also address adoption trends, including the growing role of women in wealth management and the relatively low uptake of AI. Ultimately, the session will highlight how effective AI use hinges on disciplined application, governance, and its ability to deliver consistent and reliable outcomes.
Opening Remarks & Moderator:
Mr. Vincent CHOW
Executive Committe Member,HKRSA
Keynote speaker:
Mr. David MUNDY
APAC Head of Delivery, Fidelity International
Closing remarks:
Mr. Vincent CHOW
HKRSA
Date ITime: 8 Jul 2026 (Wed) | 3:00 - 4:00 pm
Language I Fee: English I Free

Notes:
•CPD/CPT: Employees of our corporate members may claim 1 hour (non-core) training time for CPD/CPT, subject to the relevant body’s approval.
•Non-Members: An attendance letter will be issued to non-members who attend the entire webinar and pay HKD 350 after the session.
•Corporate Members: Please check the Corporate Member List on our website. Your company name must match exactly; otherwise, you will be treated as a non-member.
• Individual Members: Applies only to those already approved by HKRSA ExCom.
• Login: Use the same name and email as your HKRSA registration.
• Virtual Platform: Hosted on Fidelity International. Registration implies consent for HKRSA to share basic details, including name, title, organisation and email address, to Fidelity International for platform access.
• Enquiries: please contact us either at events@hkrsa.org.hk or (852) 2147 0090.
1.Employees of our Corporate Members (please visit our website: www.hkrsa.org.hk for the latest list of our Corporate Members) or non-members. An attendance letter will be issued to non-members who attend the entire webinar and a receipt of HKD350 to our association.
請勾選此格證明是否屬於本會企業會員（請造訪我們的網站：www.hkrsa.org.hk 查閱最新之公司會員名單https://www.hkrsa.org.hk/en-gb/List-of-Corporate-Members）。如非會員參加整個研討會並收到港幣350元的也可獲發出席證明信。(Required.)
2.Please indicate if you are a non-member and require an attendance letter after the webinar. (Provided your joining time qualifies you for one, you will receive an email with payment instructions.) 如果您不是會員，並且需要出席證明，請註明。 （如果您的參加時長符合要求，您將收到一封確認郵件並有付款明細。）
3.First Name (Please place your English alias if have any, after your first name for inclusion in the Attendance Letter) 登記者名稱 （如有英文別名，請在名字後面註明，以便顯示於出席信上)(Required.)
4.Last Name (To appear in the Attendance Letter) 登記者姓氏 (顯示於出席信上)(Required.)
5.Company Name (same as the HKRSA Corporate Member List) or input Individual if an individual member (To appear in Attendance Letter) 公司名稱 (必需與本會會員名單上相同)或填寫個人會員(如適用) (顯示於出席信上)(Required.)
6.Job Title (職銜)(Required.)
7.Company Email (登記者之公司電郵)(Required.)
8.Contact no. (聯絡電話號碼)(Required.)
9.Contact Person - Name (Not applicable if same as above) 聯絡人名稱 (如與上述相同則無需再填寫)
10.Contact Person - Email address (Not applicable if same as above) 聯絡人之電郵地址 (如與上述相同則無需再填寫)
11.Contact Person - Contact no.(Not applicable if same as above) 聯絡人電話號碼 (如與上述相同則無需再填寫)
12.Important Note: You will receive a confirmation email with the webinar link ONE DAY before the event.
Please click the box below to confirm you understand.
重要提示：您將於活動前一天收到包含研討會連結的確認電郵。
請點擊下方方格以確認您已明白。(Required.)
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