Community Program Registration Form

Community Program Signup Form

Recent Signups: UBS Director, HSBC Senior Private Banker, Bank of Singapore Team Leader, Morgan Stanley Private Banker
” Bringing together driven financial professionals in Asia

to make a real difference to the financial industry and clients ”
You are*

invited by my Caproasia Regional Representativereferred by my friend / colleaguehere by chanceOther
Referred by
name of Caproasia regional representative / friend / colleague
Did You Know

In 2017

Alibaba Founder Jack Ma received regulatory approval to setup a Wealth Managment Co. in Hong Kong. He enlisted a UBS UHNW banker to lead the setup.

Lenovo Founder Liu Chuanzhi bought almost 90% stake in a leading European Private Bank. His daughter, Liu Qing (Jean), is the President of Didi Chuxing (the world's largest ride-sharing technology co.).

Source: Caproasia Professional
In the Community Program, you would like to*

CollaborateExchange ideasProvide feedbacksAsk questionsBuild up knowledge baseRequest for researchRequest for product developmentJoin small group discussionsBe a SpeakerBe a Speaker (College)Be a PanelistBe a ModeratorBe a Mentor to junior professionalsMentor Caproasia junior membersSupport us during your Garden LeaveSupport us during your SabbaticalHelp us recruit passionate peopleJoin our Community Program (thank you!)Join our Pilot ProgramSupport Caproasia productsI'm busy but I will somewhat supportI will support quietlyOther
Did You Know

" The Amsterdam stock exchange is considered the oldest “modern” securities market in the world, founded in 1602. The first stock on the exchange is the Dutch East India Company, known officially as Vereenigde Oost-Indische Compagnie (VOC) in 1602, and was dissolved in 1799. The Amersterdam stock exchange was founded by VOC. "

Source: Caproasia Institute
I have used / heard of*

Caproasia OnlineCaproasia Professional (Intelligence)Caproasia Passport (Professional Privileges)Jobs CenterResearch CenterCaproasia InstituteCaproasia TVI'm new to Caproasia SeriesMaybe, not sureOther
About Caproasia Series

Caproasia Series is developed for financial professionals who advise clients or manage assets. The products & solutions are built for the entire journey of financial professionals in Asia. Each Caproasia Series product or solution serves different purpose in different phases.
- For Professionals 1 – 5 Years
- For Professionals > 5 Years
- For Professionals Advising HNW, UHNWs, Billionaires
- For Professionals Managing Assets $20 Million – $3 Billion
- For Team Leaders, Desk Heads, Market Heads, Heads, Product Heads
- For Post Career (EAM, SFO, MFO, FM, HF, PE)
- For Students / Fresh Graduate
Visit: Caproasia Series FAQs
Visit: Caproasia Online
About Caproasia

Caproasia is a financial information technology company with a focus on research and development. Founded in 2014, the co. have 3 core businesses in Digital Media, Technology and Intelligence. Caproasia Series is developed for financial professionals.

Visit corp.caproasia.com for more information.
Request for*

Team PresentationCaproasia Series Introduction (Conference Call)Caproasia Series Introduction (Meeting: Available in SG, HK, KL & JKT)ResearchProduct DevelopmentNot at the momentWhat is your recommendation for me?Already met my regional representativeOther
You heard of us in / at*

20142015201620172018a Financial Times Conferencea Private Banking Conferencea Private Wealth Management Conferencea Family Office Conferencea Private Equity Conferencea Investment Conferencea Insurance Conferencesearch enginecaproasia.comE-newsletternot sureOther
These are important to you today*

Finding clientsIncreasing AUMIncreasing revenueLearning more productsLearning about clientsManaging RelationshipsDiscuss sensitive topicsBe differentOther
Did You Know

" New York Stock & Exchange Board was founded in 1792. All brokers were to deal with only each other, removing auctioneers, and the commissions were to be 0.25%. The Buttonwood Agreement was signed by 24 stockbrokers on 17th May 1792, under a buttonwood tree outside 68 Wall Street New York, United States.

Source: Caproasia Institute
Your Profile

Financial Professionals
Full Name*

PrefixFirst NameMiddle NameLast Name
Company *
Job Title*
eg. Private Banker, Investment Banker, Team Leader, Head of Products, Head of Private Bank, CEO, CIO, Fund Manager, Trust Specialist
Industry*

Consumer BankingPriority BankingPrivate BankingEAM / IAMPrivate WealthMulti-Family OfficeFamily OfficeIndependent FAFinancial AdvisoryBoutique AdvisoryPrivate EquityHedge FundBoutique FundAsset ManagementFund ManagementInsuranceReinsuranceBrokerageOther
I'm based in *
Shanghai, Hong Kong, Singapore, Zurich, London, New York
Personal E-mail*
name@example.com | always in touch with us, whichever firm you are in, might be in your spam
Work E-mail
name@example.com | you may be requesting professional services (eg. official events, information, research). you may change job
Mobile I*

Country CodeArea CodePhone Number
Mobile II

Country CodeArea CodePhone Number
Date of Birth

MonthDayYear
Date
Preferred Communication*

MobileEmailOther
Did You Know

Search engine Google was founded in 1998. Russia main search engine Yandex, was founded in 1997 while China's main search engine Baidu, was founded in 2000.

Source: Caproasia Institute
Your Role*

Advisor (banking, wealth, investments, M&A, IPO)Specialist (credit, trust, derivatives, research)Asset/ Fund Manager (fund management, boutique fund, hedge fund, private equity)Team Leader / Desk HeadSenior ManagementJunior ManagementOther
Client Coverage*

InstitutionsFoundation, Charity & EndowmentBillionairesUltra High Net-worthHigh Net-worthAffluentMass MarketOther
Market Coverage*
E.g. China, Europe, NRI, Indonesia, Malaysia, Thailand, Singapore, Australia, Middle-East, MENA, United States, South America
Licensed since
E.g. 1997, 2008, 2013
Years of experience as a Financial Professional*

>30 years16 - 30 years10 - 15 years5 - 10 years3 - 5 years1 - 3 years< 1 yearNewOther
Did You Know

Since 1970, Warren Buffet has been the Chairman and largest shareholder of Berkshire Hathaway. In 2018, he would had been managing the investment company for 48 years. Warren Buffett is born in 1930, and is 88 years old in 2018.

The world’s oldest advisor is 92 years old (2018), Sun Yung Tsu (Joe Sun) in Manulife. He started financial advisory in Manulife in 1954, one of only 7 successful applicants among 400 who had applied. In 2017, he was awarded the GUINNESS WORLD RECORDS™ title as “the longest career as a corporate salesperson”. The record was set after doing life insurance sales for 62 years and 238 days with Manulife Hong Kong.

Source: Caproasia Institute
More About You

Financial Professionals
What do you spend your time on everyday?*

Advising clientsManaging assetsMonitoring marketsBuilding relationship with clientDealing with crisisComplying with regulationsWorking on administrationLearningNetworkingTravellingWine & DineCoffee BreaksErrands for ClientsOther
Which are most important for you in the next few years?*

Find ClientsAdvise ClientsManage AssetsGrow RevenueIncrease ProfitMaintain RelationshipGrow NetworkUpgrade SkillsBuild More KnowledgeFinancial Industry KnowledgeProduct KnowledgeLearn about AsiaLearn about ClientsLeadership SkillsManagement SkillsLearn MoreBe differentOther
Did You Know

You can get discounts to leading financial events when sign up for Caproasia Passport.

eg. Financial Times Investment Conference, Private Wealth Conference, Private Equity Conference and more ...
What would you like to work on?*

IPOM&ADeal-MakingFund-RaisingSophisticated ProductsCustomised ProductsLeveraged ProductsIlliquid AssetsDistressed AssetsDebt ManagementAsset OptimisationAsset StructuringFoundation, TrustPhilanthropy, CharityLegal & TaxLawsuitsRisk ManagementCrisis ManagementHedge FundsPrivate EquityOther
Who would you like to network with?*

Financial Professionals (Advisors)Financial Professionals (Specialists)Financial Professionals (Management)Service ProvidersConsultantsProfessionalsEntrepreneursBusinessmenOther
What is your future plan ?
1. Likely be a/an*

AdvisorSpecialistTeam Leader / Desk HeadAsset ManagerFund ManagerSenior ManagementConsultantNot sureOther
2. Join*

Consumer BankingPriority BankingPrivate BankingEAM / IAMPrivate WealthMulti-Family OfficeFamily OfficeIndependent FAFinancial AdvisoryBoutique AdvisoryPrivate EquityHedge FundBoutique FundAsset ManagementFund ManagementInsuranceReinsuranceBrokerageNot sureOther
3. Focusing on*

InstitutionsFoundation, Charity & EndowmentBillionairesUltra High Net-worthHigh Net-worthAffluentMass MarketNot sureOther
4.Start my own*

Private Wealth Management FirmFamily Office / Multi-family OfficeExternal Asset Management FirmFinancial Advisory FirmBoutique Advisory FirmFund Management Co.Investment Management Co.Capital Management Co.Private Equity Co.Boutique FundHedge FundNot sureOther
Did You Know

Selected Caproasia products such as Billionaires, UHNWs and HNWs solutions are exclusive. There are geographical and institutional limits to provide high quality solutions to early users.
What do you read?*

Financial TimesWall Street JournalBloomberg NewsReutersCaproasiaOther
What do you use for research?*

BloombergWind InfoThomson ReutersFactsetS&P IQDow JonesEuromonitorCaproasiaOther
Which gives you the advantage?*

CapgeminiWealth-XThe EconomistMorningstarMcKinseyCaproasiaOther
Did You Know

" There are more than 2,600 billionaires in the world "

" Ferrari shipped 8,398 supercars in 2017 "

Source: Caproasia Institute
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