台灣金融研訓院(教育訓練)台灣金融研訓院(教育訓練)

從國際經驗探討金融監理沙盒、Open Banking與金融科技智財權趨勢研討會

活動宗旨

科技徹底翻轉金融業的面貌,台灣成為繼英國、新加坡、澳洲和香港後,第五個擁有監理沙盒制度的國家,也是全球第一個將監理沙盒機制入法的國家,台灣FinTech之旅正要啟程,除有沙盒做為金融數位創新的基本架構以外,如何串聯Fin+Tech產業力量、推升數位創新動能,也是下一階段的思考重點。以歐洲為例,歐盟政府為了提升金融消費體驗,正大力推動開放銀行(Open Bank)的新模式,甫於今年1月上路的歐盟法案「The second Payment Services Directive,PSD2」,意在讓社會大眾可以藉由銀行與第三方平台間的資訊互享,獲得更多元化、更即時性的金融服務。

本研討會特別邀請全球五大國際律師事務所Hogan Lovells權威專家團隊來台分享英國、歐盟與亞洲在FinTech領域最值得關注之重要趨勢,探討議題涵蓋: 金融監理沙盒導入的挑戰為何? 有哪些方法可以因應? Open Banking架構如何改寫金融業遊戲規則? 有哪些潛在的風險必須加以因應? 金融科技所衍生之智財權議題如何有效處理? 本活動專家群將透過實際案例深入解說,活動內容精彩可期,歡迎各界踴躍報名參加!

主辦單位

台灣金融研訓院

活動時間

2018年4月24日(星期二) 09:00-16:50

活動地點

台灣金融研訓院 (台北市羅斯福路三段62號)

參加對象 (本活動結合業態發展與實務經驗分享,機會難得,請速報名)

  • 主管機關人員(含金融監督管理委員會、中央銀行等);
  • 各金融機構(含金控、銀行、證券、保險)之金融科技、數位金融、財富管理、風險管理、稽核、內控、財務部門主管及從業人員;
  • 金融業者相關公會及周邊單位主管及人員;
  • 律師及會計師事務所主管及從業人員。

活動議程

時間 議程內容
09:00-09:10

致歡迎詞

台灣金融研訓院

09:10-09:40

專題演講一:金融創新、監理實驗與銀行的競合關係

Speaker:
王儷玲女士 政治大學副校長暨金融科技研究中心主任

09:40-10:40

專題演講二: 從英國經驗探討金融監理沙盒導入挑戰與因應做法
UK Regulatory and Industry Sandboxes

UK regulatory sandbox

  • How the FCA sandbox works
  • The type of products and technologies that have been tested
  • Lessons learned since it has started

Speaker:
John Salmon, Partner, London of Hogan Lovells

10:40-11:00

Coffee Break

11:00-12:00

專題演講三: 開放銀行(Open Banking)模式下金融生態圈的轉變,以及如何因應相關之資安議題

UK Open banking

  • How the UK open banking project will change the banking ecosystem
  • How the UK Open Banking project fits with PSD2, the RTS and the GDPR?
  • What are the initiatives elsewhere in the world?

Speaker:
John Salmon, Partner, London of Hogan Lovells

12:00-13:30

Lunch Break

13:30-14:30

專題演講四:金融監理沙盒導入經驗分享、開放銀行架構下數據共享機制實務做法與相關法律議題─以亞太地區為案例

Asia-Pacific Regulatory and Industry Sandboxes

  • HK sandbox update
  • Singapore sandbox update
  • Australia's second stage Fintech regulatory sandbox

Open Banking

  • Hong Kong's new Open API and Virtual Banking initiatives
  • API licensing and data sharing arrangements: practical compliance and contractual considerations
  • Case study: API risk allocation issues in Hong Kong when Fintech are not officially vetted.

Speaker:
Mark Parsons, Partner, Hong Kong of Hogan Lovells

14:30-14:50

Coffee Break

14:50-15:50

專題演講五:妥善因應金融科技智財權相關法律議題
Fintech Intellectual Property Issues

  • Fintech and blockchain patents
  • Collaborative development of new technology
  • Strategies for licensing Fintech IP rights
  • Managing the risks of Fintech IP litigation

Speaker:
Theodore (Ted) J. Mlynar, Partner, New work of Hogan Lovells

15:50-16:10

專題演講六:銀行業者如何利用監理實務機制進行金融創新

Speaker:
陳世訓先生 台灣金融研訓院務委員院資訊處處長

16:10-16:50

綜合座談:從金融監理沙盒、Open Banking與金融科技智財權之國際趨勢,談台灣FinTech未來發展之挑戰與轉變

主持人:
陳世訓先生 台灣金融研訓院務委員院資訊處處長

與談人:
邀請以上各主題演講嘉賓

*本活動以英文授課、現場提供同步口譯

講師介紹

講座照片

John Salmon, Partner, London of Hogan Lovells

John’s main focus is advising financial institutions on their strategic IT projects and he supports his clients in implementing innovative digital and technology solutions whilst managing legal and regulatory risk. John has a reputation as a lawyer in the FinTech area and has been heavily involved with leading edge developments. John has been actively involved in developing industry-wide solutions for electronic data exchange issues. He worked on both the Origo Legal Framework and TISA Exchange, which was established to facilitate the electronic re-registration of assets and portfolios between platforms.

講座照片

Mark Parsons, Partner, Hong Kong of Hogan Lovells

Mark is one of the Asia-Pacific region's leading advisors on commercial and regulatory work in the fintech space, as well as telecommunications, data protection and cyber security regulations, recognising that regulatory issues are often the threshold question for new business models and products and services, and that the regulation of data and, technology are increasingly board level issues. Mark has been appointed to a two year term as a member of the Hong Kong Privacy Commissioner for Personal Data's Standing Committee on Technological Developments.

講座照片

Theodore (Ted) J. Mlynar,Partner, New work of Hogan Lovells

Ted has co-authored numerous articles relating to blockchain and smart contract technologies and has been acknowledged by the Chamber of Digital Commerce as a subject matter expert in the field of smart contracts. Ted leads the Hogan Lovells Blockchain-Smart Contracts IPMT Working Group. For more than twenty years, he has been developing and implementing innovative solutions to some of the most difficult intellectual property problems in the world. He has a particular focus in areas of complex technology, including electronics, wireless communications, software, and e-commerce. He majored in electrical engineering at Caltech and is a registered patent attorney.

參加費用

新台幣7,000元整(含餐點)

優惠方案(擇一使用):三人以上(含)團體報名者可享9折優惠

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