Greetings, fellow AIWM Members.

Our Certification program is now live! Our aim here – to raise our community’s professional standards and reputation so that we can collectively grow in an increasingly complex wealth management arena.

We have received your comments and feedback for our Company Self-Certification Form (the “CSCF”) and are in the process of consolidating these. We appreciate your commitment to ensuring that our first milestone of 16th June 2025 for the receipt of all completed CSCFs is met.

Next steps in the Certification process will include analysing data from the CSCF and using this analysis to build out a comprehensive professional development program for all Members. We intend for this program to cover technical skills training, soft skills development, and thought leadership segments where we explore the changing needs of our clients in the face of geopolitical uncertainty, heightened regulatory environments and shifting tax regimes. If you have suggestions for our professional development program, please reach out. Your partnership is much appreciated!

Our next Compliance event, on 4th July 2025 will take a detour from our usual client AML/KYC on-boarding, servicing, and support issues. The theme for our next session: Investment Risk! Depending on speaker availability, we hope to include a segment for employing AI solutions.

Stay tuned!

Joyce Woo
AIWM Regulatory & Advocacy