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Application for Reimbursement

Overview

Please read the Guide to Applicants and instructions below carefully before starting online application. Late or incomplete submission will not be considered and processed.

Please make sure you have prepared all the application documents before starting the online application procedure. You are required to complete the online application within 30 minutes after starting the procedure; otherwise, the system will automatically logout without saving all details you have inputted.

Eligible applicant will be reimbursed 80% of course fees upon satisfactory completion of eligible courses, subject to a cap of $15,000 per person for the entire duration of the Pilot Programme (i.e. from 1 October 2016 to 31 March 2026). You may check your remaining reimbursable balance via the Application Status Enquiry before starting your online application.


System Requirements

a. Chrome/Internet Explorer 10 or above

b. Adobe Acrobat Reader

c. Printer (for printing the completed application form)


You can apply for more than one eligible course per application provided that your employment status on the course commencement date of each course attended is the same. If your employment status on the course commencement date of Course A differs from the course commencement date of Course B, you are required to submit separate application forms for each course. The course will be removed from the pulldown menu in the online application form after the application deadline.


Step 1: Complete and submit online application form with 4 supporting documents uploaded

  1. Read the "Notes for Applicants" carefully.
  2. Fill in all necessary details including:
    • i. personal particulars
    • ii. course information
      (Note: The course will be removed from the pulldown menu in the online application form after the application deadline.)
    • iii. employment information
      (Note: Fill in the details of the last employer if you are a financial licensee in between jobs on the course commencement date.)
  3. Upload FOUR supporting documents including:
    • i. the certificate of attendance issued by the course provider certifying that the applicant has completed the course to the satisfaction of the provider (with name of applicant, name of course attended, the course commencement and end date);
    • ii. the receipt of the course fee payment issued by the course provider (with name of applicant, name of course attended and course date);
    • iii. personal bank account document which shows clearly the name of the bank, the account number and the name of the account holder which must be identical to the name shown on the applicant’s Hong Kong Identity Card; and
    • iv. the employment certification form (a company letter generated through the system) / company letter certifying the applicant’s employment status
  4. Complete Declaration (Section C) and Deed of Undertaking (Annex A).
  5. Print the completed application form and duly sign “Declaration (Section C)” and “Deed of Undertaking (Annex A)” of the application form after online submission.
  6. After the applicant has submitted the first stage of the online application, the system will generate an application number (which will be displayed on the screen) and send a confirmation email to the applicant’s email account. The application number of each online submitted application will be used for uploading supporting documents and future enquiries.
  7. The application cannot be saved at any time before the online application is submitted. Please make sure you have all the related information ready before making the online application.

Step 2: Submit 2 printed documents by mail / by courier / in person to HKSI Institute on or before the application deadline

  1. The applicant should print the completed application form and duly sign the Declaration (Section C) and the Deed of Undertaking (Annex A) of the application form.
  2. The applicant should submit 2 printed documents (1) the completed application form with the Declaration (Section C) and Deed of Undertaking (Annex A) duly signed and (2) a copy of Hong Kong Identity Card by mail, by courier or in person to the HKSI Institute's office (17/F, Cambridge House, Taikoo Place, 979 King’s Road, Quarry Bay, Hong Kong) within FOUR months from the last day of the course attended (application deadline).

Note: For proper delivery of your mail items to the HKSI Institute, please ensure your mail items bear sufficient postage with return address before posting. The HKSI Institute will not accept underpaid mail items, which will be returned to the sender (with return address) or disposed of (without return address) by the Hongkong Post. The HKSI Institute will NOT be responsible for any mail items that are lost in post.

Step 3: View application status

  1. The applicant can check the application status online via Application Status Enquiry
  2. The application status will be shown as one of the followings:

    Application status
    Pending for Uploading 4 Supporting Documents
    Application Submitted but Pending for Submission of 2 Printed Documents
    Under Review: Document Checking
    Under Review: Pending for Reupload/Resubmission of Supporting Document(s)
    Under Review: Pending Confirmation from Course Provider(s)
    Under Review: Pending Clarification from Applicant
    Completed Document Check
    Approved - Ready for Payment
    Approved - Reimbursement Paid
    Reject – Incomplete
    Reject – Late Submission
    Reject – Duplicated Application
    Reject – Unqualified / Ineligible Employment Status
    Reject – Ineligible Course
    Reject – Exceeded Individual Subsidy Cap
    Reject - Course Requirement Unfulfilled / Incomplete
    Reject - Others
    Withdrawn by Applicant

Note:

  1. The password to access the system-generated document (i.e. employment certification form and application form) is a combination of the applicant’s birth date [i.e. DDMMYYYY] and the system-generated application number [i.e. PTxxxxxxxxx]. (For example: if the day of birth is 10 February 1990 and the application number is PT100012345, then the password is 10021990PT100012345)
  2. Notification email will be sent to the applicant’s email account as stated on the application form and to the mailbox of training@wamtalent.org.hk as proof of application record or amendment (if any).