Exclusive Member Benefits for Chartered Wealth Manager (ChWM)
Chartered Wealth Manger (ChWM) enjoy exclusive benefits designed to enhance your experience with us. As a member, you will gain access to special offers, priority updates, dedicated resources, and opportunities to connect with like-minded individuals.
｜Direct Referral Rights ｜
Authorized Independent Wealth Manager (IWM) status for AleeanPeace Family Office.
Advantage: Access to HK-licensed high-end products.
｜Lucrative Incentives｜
Earn up to 15% commission on successful client conversions.
Advantage: High-ticket passive income stream.
｜Comprehensive Product Suite｜
Refer clients for: HK Managed Funds, Asset Management, Trust Services, and IPO Services(Nasdaq/OTC)
Advantage: One-stopsolution forHNWIs.
｜Professional Corporate Services｜
Access to HK-standard Accounting, Audit, Tax, and Company Secretarial services.
Advantage: Reliability ofHK professional standards.
Exclusive Privileges
Official membership card and the Association’s Lapel Pin
Exclusive Hotel Discounts
Premium Meeting & Event Facilities
Continuous Professional Development (CPD)
｜Year-round access to EXCLUSIVE e-learning platform｜
Discounted or complimentary e-learning platform with high-standard education content across topics ranging from
“Financial Instruments and Portfolios” and “Strengthen customer relationships”.
｜HK-Certified Learning｜
Discounted or complimentary ZOOM courses taught by veteran HK financial professionals.
｜Cutting-Edge Curriculum｜
Differents seminars comming soon