HKIRA - Hong Kong Investor Relations Association

Great to connect with the Department of Justice!

On 4 September 2026, HKIRA Chairman Dr. Eva Chan, Vice-Chairman Mr. Eric Yau, Executive Committee Member Mr. Aldous Chiu, and Honorary Secretary Ms. Agnes Chan met with the DOJ for a productive dialogue on "Go Global" — reinforcing our commitment to support Chinese mainland enterprises international expansion with Hong Kong as the premier international financial hub. 🤝

📢 [HKIRA Supporting Event] China Individual Tax & Wealth Planning Outlook 2026 on 10 Sep 2026

HKIRA is pleased to support this seminar organized by Vialto Partners, and we invite our members and fellow professionals to join this timely session on the evolving China tax landscape.

Following the conclusion of the 2025 IIT annual reconciliation filing season, this session will examine emerging regulatory trends and their implications. Key topics to be covered include:

✅ 2025 IIT Reconciliation – Key regulatory developments from this year's filing cycle
✅ CRS 2.0 – Re-evaluating offshore wealth structures under enhanced global information exchange
✅ New Offshore Trust Tax Rules – Critical changes under the law effective July 24, 2026

A great opportunity for IR professionals, CFOs, executives, and high-net-worth individuals to gain practical insights.

Event Details:
📅 Thu, Sep 10, 2026 | 🕟 4:30–5:30pm HKT (Registration at 4:15pm)
📍 Vialto Partners HK Office, Room 2501, 25/F, Lee Garden Two, Causeway Bay
🗣️ Cantonese | Seats limited – first-come, first-served!

Register now 👇
🔗 https://event.on24.com/wcc/r/5473220/92A3CC0EB1BF9E6C28694D71B9009AED?partnerref=hkira

2 Weeks to Go | Meet Our Full Speaker Lineup
Secure your spot – gain practical AI insights from finance leaders across industries

Speakers & Panelists
• Mr. Michael Letros, Specialist Sales Solutions for Corporate Boards, C-Suites & Investor Relations, Bloomberg
• Ms. Venus Zhao, Executive Committee Member and Chairman of Event Sub-Committee, HKIRA and General Manager of Public Relations Division, COSCO SHIPPING Ports Limited
• Ms. Stella Law, ACMA, CGMA, Founder and Regional Executive Director, CHFT Advisory & Appraisal
• Mr. Davis Cho, Executive Director and Chief Financial Officer, KLN Logistics Group Limited
• Mr. Peter Ying, ACMA, CGMA, CPA, LLM, Audit & Financial Controls Expert

📅 18 Sept (Fri) | 4-5:30pm | Bloomberg Office, Central
💰 HK$100 (Member) / HK$250 (Non-member)
🔗 Register Now:
https://hkira.glueup.com/event/hkira-seminar-from-data-to-decision-ai-applications-for-finance-leaders-192423/

Supporting Organization: AICPA & CIMA Hong Kong

How are finance leaders using AI to drive better decisions?

HKIRA is hosting an executive seminar focused on the tangible applications of AI in financial forecasting, risk identification, and strategic investor relations.

🎤 Key Discussion Areas
• Implementing AI-enabled workflows for capital markets intelligence
• Enhancing financial forecasting, risk identification, and scenario planning
• Establishing metrics for investor engagement effectiveness
• Translating complex data into strategic corporate narratives

🎙️ Speakers & Panelists
• Mr. Michael Letros, Specialist Sales Solutions for Corporate Boards, C-Suites & Investor Relations, Bloomberg
• Ms. Venus Zhao, Executive Committee Member and Chairman of Event Sub-Committee, HKIRA and General Manager of Public Relations Division, COSCO SHIPPING Ports Limited
• Ms. Stella Law, ACMA, CGMA, Founder and Regional Executive Director, CHFT Advisory & Appraisal
• Mr. Davis Cho, Executive Director and Chief Financial Officer, KLN Logistics Group Limited
• Mr. Peter Ying, ACMA, CGMA, CPA, LLM, Audit & Financial Controls Expert

Event Details
📅 18 September 2026 (Friday)
⏰ 4:00 – 5:30 pm (Registration starts at 3:45 pm)
📍 27F, Cheung Kong Center, Central, Hong Kong
🗣️English
💰 Member: HK$100; Non-member: HK$250
🏆 1.5 CPD hours (upon request)
Supporting Organization: AICPA & CIMA Hong Kong

🔗 View the full agenda and register now: https://hkira.glueup.com/event/hkira-seminar-from-data-to-decision-ai-applications-for-finance-leaders-192423/

📢 1 Week to Go! Register Now to Network with Industry Peers – IR Awards Insights Await!

Join FSE Lifestyle CFO Samuel Chan and fellow IR professionals for an exclusive happy hour. Learn from an award-winning team, expand your network, and connect with the HKIRA community.

📅 9 Sept 2026 (Wed) | 6:00-7:00PM
📍 9/F, 33 Des Voeux Road Central, HK
💰 HK$100 (Members) / HK$250 (Non-Members)

🔗 Register Now: https://hkira.glueup.com/event/hkira-ir-connect-happy-hour-best-practice-exchange-networking-191821/

📢HKIRA IR Connect Happy Hour – Best Practice Exchange & Networking

HKIRA is pleased to invite our members and the broader IR community to our IR Connect Happy Hour on Wednesday, 9 September 2026. This after-work gathering offers an informal yet valuable platform to connect with peers and gain practical insights from an award-winning industry leader.

🍸Event Highlights:
• Gain Insider IR Knowledge: Hear practical sharing by Mr. Samuel Chan, CFO of FSE Lifestyle, on the best practices that earned his company the Overall Best IR Company Award (Small Cap) at the HKIRA 12th Investor Relations Awards 2026, where he was also recognised as Best IR by CFO (Small Cap). A rare chance to learn from a top performer in a candid, interactive setting.
• Expand Your Professional Network: Mingle with a curated group of IR professionals, finance leaders, and listed company representatives in a relaxed, social environment. Build meaningful connections that go beyond formal seminars.
• Connect with the HKIRA Community: Whether you are a long-standing member, a new joiner, or an IR professional considering membership, this is the perfect opportunity to experience the value of the HKIRA community first-hand.

Details:
Date: 9 September 2026 (Wednesday)
Time: 6:00-7:00pm
Venue: 9/F., 33 Des Voeux Road Central, Hong Kong
Fee: HKD 100 for Members / HKD 250 for Non-Members (Priority to HKIRA members)

Space is limited. We look forward to seeing you there!

Registration:
https://hkira.glueup.com/event/hkira-ir-connect-happy-hour-best-practice-exchange-networking-191821/

Thank you to everyone who tuned in to today’s HKIRA x Computershare webinar! 📊💻

With the new Uncertificated Securities Market launching this November, listed companies have a lot of preparation to do. Today, we were thrilled to have Ivy Ng and Mani Kan from Computershare Asia walk our members through the essential steps for the USM transition, as well as the latest trends in AI proxy voting and shareholder activism.

Great insights and a fantastic Q&A session to wrap it up!

👉 HKIRA Members: Log in to www.hkira.com to download the presentation slides today and get your AGM strategies ready for 2027!

How are finance leaders using AI to drive better decisions?

HKIRA is hosting an executive seminar focused on the tangible applications of AI in financial forecasting, risk identification, and strategic investor relations.

🎤 Key Discussion Areas
• Implementing AI-enabled workflows for capital markets intelligence
• Enhancing financial forecasting, risk identification, and scenario planning
• Establishing metrics for investor engagement effectiveness
• Translating complex data into strategic corporate narratives

🎙️ Speakers & Panelists
• Mr. Michael Letros, Specialist Sales Solutions for Corporate Boards, C-Suites & Investor Relations, Bloomberg
• Ms. Venus Zhao, Executive Committee Member and Chairman of Event Sub-Committee, HKIRA and General Manager of Public Relations Division, COSCO SHIPPING Ports Limited
• Ms. Stella Law, ACMA, CGMA, Founder and Regional Executive Director, CHFT Advisory & Appraisal
• Mr. Davis Cho, Executive Director and Chief Financial Officer, KLN Logistics Group Limited
• Mr. Peter Ying, ACMA, CGMA, CPA, LLM, Audit & Financial Controls Expert

Event Details
📅 18 September 2026 (Friday)
⏰ 4:00 – 5:30 pm (Registration starts at 3:45 pm)
📍 27F, Cheung Kong Center, Central, Hong Kong
🗣️English
💰 Member: HK$100; Non-member: HK$250
🏆 1.5 CPD hours (upon request)
Supporting Organization: AICPA & CIMA Hong Kong

🔗 View the full agenda and register now: https://hkira.glueup.com/event/hkira-seminar-from-data-to-decision-ai-applications-for-finance-leaders-192423/

📢HKIRA IR Connect Happy Hour – Best Practice Exchange & Networking

HKIRA is pleased to invite our members and the broader IR community to our IR Connect Happy Hour on Wednesday, 9 September 2026. This after-work gathering offers an informal yet valuable platform to connect with peers and gain practical insights from an award-winning industry leader.

🍸Event Highlights:
• Gain Insider IR Knowledge: Hear practical sharing by Mr. Samuel Chan, CFO of FSE Lifestyle, on the best practices that earned his company the Overall Best IR Company Award (Small Cap) at the HKIRA 12th Investor Relations Awards 2026, where he was also recognised as Best IR by CFO (Small Cap). A rare chance to learn from a top performer in a candid, interactive setting.
• Expand Your Professional Network: Mingle with a curated group of IR professionals, finance leaders, and listed company representatives in a relaxed, social environment. Build meaningful connections that go beyond formal seminars.
• Connect with the HKIRA Community: Whether you are a long-standing member, a new joiner, or an IR professional considering membership, this is the perfect opportunity to experience the value of the HKIRA community first-hand.

Details:
Date: 9 September 2026 (Wednesday)
Time: 6:00-7:00pm
Venue: 9/F., 33 Des Voeux Road Central, Hong Kong
Fee: HKD 100 for Members / HKD 250 for Non-Members (Priority to HKIRA members)

Space is limited. We look forward to seeing you there!

Registration:
https://hkira.glueup.com/event/hkira-ir-connect-happy-hour-best-practice-exchange-networking-191821/

📢 [1 Week to Go!] HKIRA x Computershare Webinar: What IR Professionals Need to Know on USM & Investor and Proxy Advisor Evolution — Impact on Future AGMs

Don't miss out our exclusive webinar on USM and the Future of AGMs on 27 Aug! Secure your spot now to hear directly from Computershare experts Ivy Ng and Mani Kan.

Key topics include:
1. USM sharing from an institutional investor perspective
2. Investor and Proxy Advisor Evolution – impact on future AGMs

📅 Date: Thursday, 27 August 2026
⏰ Time: 11:00 – 12:00 noon
💻 Format: Zoom Webinar
🗣️ Medium: Cantonese (with English Slides)
💰 Fee: Free for HKIRA Members / HK$100 for Non-Members
🏆 Accreditation: 1 CPD hour (upon request)
🔗 Registration: https://hkira.glueup.com/event/190482/
________________________________________

📢 [Register Now] HKIRA x Computershare Webinar: What Investor Relations Professionals Need to Know on USM & Investor and Proxy Advisor Evolution – Impact on Future AGMs

Hong Kong's transition to USM marks a significant shift for IR professionals, with changes to asset managers' stewardship, pass-through voting, and proxy advisor policies reshaping the AGM landscape.

To help our network navigate these market shifts, HKIRA is partnering with for an exclusive webinar. We are delighted to welcome industry experts Ng (Vice President of Corporate Services) and Kan (AVP, Business Development), who will bring their extensive market-leading registry experience to the table. Together, they will unpack how the USM transition can practically strengthen shareholder engagement, streamline communications, and support a fully digital investor experience.

🎤 What You'll Learn:
• The institutional investor perspective – What USM is and why it matters to listed issuers and investors
• Potential impact and corporate actions – The potential impact on shareholder communications and how to prepare your stakeholders for the transition
• Proxy Advisor Evolution – Changing stewardship and voting dynamics, pass-through voting, and how policy updates will impact your next AGM

🗓️ Event Details:
📅 Date: Thursday, 27 August 2026
⏰ Time: 11:00 – 12:00 noon
💻 Format: Zoom Webinar
🗣️ Medium: Cantonese (with English Slides)
💰 Fee: Free for HKIRA Members / HK$100 for Non-Members
🏆 Accreditation: 1 CPD hour (upon request)
🔗 Registration: https://hkira.glueup.com/event/190482/
________________________________________

📢 [Register Now] HKIRA x Computershare Webinar: What Investor Relations Professionals Need to Know on USM & Investor and Proxy Advisor Evolution – Impact on Future AGMs

Hong Kong's transition to USM marks a significant shift for IR professionals, with changes to asset managers' stewardship, pass-through voting, and proxy advisor policies reshaping the AGM landscape.

To help our network navigate these market shifts, HKIRA is partnering with for an exclusive webinar. We are delighted to welcome industry experts Ng (Vice President of Corporate Services) and Kan (AVP, Business Development), who will bring their extensive market-leading registry experience to the table. Together, they will unpack how the USM transition can practically strengthen shareholder engagement, streamline communications, and support a fully digital investor experience.

🎤 What You'll Learn:
• The institutional investor perspective – What USM is and why it matters to listed issuers and investors
• Potential impact and corporate actions – The potential impact on shareholder communications and how to prepare your stakeholders for the transition
• Proxy Advisor Evolution – Changing stewardship and voting dynamics, pass-through voting, and how policy updates will impact your next AGM

🗓️ Event Details:
📅 Date: Thursday, 27 August 2026
⏰ Time: 11:00 – 12:00 noon
💻 Format: Zoom Webinar
🗣️ Medium: Cantonese (with English Slides)
💰 Fee: Free for HKIRA Members / HK$100 for Non-Members
🏆 Accreditation: 1 CPD hour (upon request)
🔗 Registration: https://hkira.glueup.com/event/190482/
________________________________________

ESOP上市前后全维度解析：法律、税务、财务与战略全景研讨会在沪圆满落幕

从架构设计到资金落地，HKIRA上海专场直击ESOP全链路实务痛点

2026年7月24日，“ESOP上市前后全维度解析法律税务、财务与战略全景研讨会"在上海外滩FTC成功举行。本次活动由香港投资者关系协会（HKIRA）主办，吸引了近50位来自拟上市及已上市企业的董事会秘书、财务总监、投资者关系负责人及人力资源高管线下参与，共同探讨员工持股计划（ESOP）从设计到实施的全链条专业知识。

近年来，随着内地企业赴港上市步伐加快，员工持股计划（ESOP）已从传统意义上的人力资源工具，演变为连接企业人才战略、资本架构与投资者沟通的核心纽带。2024年6月港股《上市规则》"库存股新规"修订生效后，上市公司回购股份可用于长期员工激励，ESOP的设立、管理与资本运作空间被进一步打开，但与此同时，新规下的合规落地、信托搭建与披露要求也成为发行人普遍关切的实务难题。

:::五大核心议题 跨领域专家全景解析:::

本次研讨会系统性地剖析了ESOP在公司上市前与上市后两大阶段中的战略定位、法律架构、税务处理及财务影响。协会邀请五位来自法律、审计、税务、外汇及金融领域的资深专家担任主讲嘉宾，围绕五大核心议题进行了深入解析。

•ESOP法律架构设计与上市衔接 —— 周致聪律师行主事律师 周致聪先生
•股份激励的财务影响与信息披露 —— 安永会计师事务所审计服务高级经理 张聪之先生
•ESOP税务合规要求与影响 —— Vialto Partners合伙人 陈岚女士
•外汇登记与合规实操 —— 上海外联发商务咨询有限公司金融咨询部•高级项目经理 毛依薇女士
•资金回流与跨境金融服务 —— 招银国际零售股票部副总裁 李蕊女士

从下午两点到五点，内容环环相扣，从法律架构的顶层设计出发，经财务披露、税务合规、外汇登记，最终落到资金回流与跨境金融服务，完整覆盖ESOP从设立到退出的全链路实务要点。与会者纷纷表示，这种“痛点导向、专家接力”的议程设置，使其能够一次性获取跨领域的系统认知，有效弥补单一部门视角带来的盲区。

:::搭建沪港专业桥梁 持续赋能资本市场:::

本次活动获得上海现代服务业联合会金融科技服务专委会及外滩FTC的大力支持。协会感谢各位讲者的精彩分享以及与会者的积极参与。

作为一家成立于2008年的非营利专业协会，HKIRA始终以"投资者关系，成就卓越"为使命，倡导投资者关系教育的国际标准，推广最佳实践。HKIRA已在长三角地区成立上海分会，致力于更好地服务日益壮大的在港上市长三角企业，为与会者提供一个与各行业精英深度交流、思想碰撞的平台。未来，协会将持续推出更多高质量的行业交流活动，与内地及香港资本市场专业人士携手，共同推动最佳投资者关系实践。

会员可登录HKIRA官网下载本次活动讲义资料。
加入會員: https://hkira.glueup.com/org/hkira/memberships/

#员工持股计划 #上海研讨会