Our Objectives


  • To provide forums which develop and improve the professionalism of members in representing investment products and services.
  • To increase members’ knowledge and understanding of the marketplace.
  • To help members better understand the needs and requirements of their clients.
  • To provide members with opportunities to develop and refine their sales and marketing skills.
  • To keep members informed of key developments and changes which affect individual members and the industry as a whole.
  • To raise awareness of the high ethical and professional standards expected of investment management sales and marketing executives.
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