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7. Investment Platform
QF Level ( 1234567 )
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7. Investment Platform
QF Level
Code
Name
QF Level:
Level 1
No Item
QF Level:
Level 2
No Item
QF Level:
Level 3
No Item
QF Level:
Level 4
Code:
106802L4
Name:
Implement market research project (e.g. market research, product evaluation) to collect relevant data
QF Level:
Level 4
Code:
106812L4
Name:
Provide product information to support the sales process
QF Level:
Level 5
Code:
106807L5
Name:
Develop project plan for new products development (e.g. obtain approval, project schedule, resource plan)
QF Level:
Level 5
Code:
106809L5
Name:
Work with third party product providers and participate in product development process (e.g. sourcing, managing vendors' performance)
QF Level:
Level 5
Code:
106815L5
Name:
Liaise with third-party product providers to customize products to client’s needs
QF Level:
Level 5
Code:
106817L5
Name:
Develop distribution strategies for different products
QF Level:
Level 5
Code:
106818L5
Name:
Monitor the situation of third party product providers under different conditions
QF Level:
Level 6
Code:
106798L6
Name:
Provide investment recommendations to different types of clients
QF Level:
Level 6
Code:
106799L6
Name:
Monitor and evaluate the performance of different asset classes
QF Level:
Level 6
Code:
106803L6
Name:
Establish policies and procedures for product development
QF Level:
Level 6
Code:
106806L6
Name:
Develop new banking products according to needs of clients and market trends
QF Level:
Level 6
Code:
106814L6
Name:
Make decision on the counter-party trading exposure limit
QF Level:
Level 7
No Item
Note:
- The SCSs have been moderated by the Hong Kong Council for Accreditation of Academic and Vocational Qualifications (HKCAAVQ) to ensure consistency of QF level across industries.
- The contents of all SCSs will be updated regularly.
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