Wealth Management

Trust Training Certificate (TTC) Part A - Unit 1 to 7



This is Part A (Foundation level) of the training programme in pursuing the "Trust Training Certificate" ("TTC").

Collectively all mandatory units completed from Part A and seven elective units completed from Part B, form the full course (14 units in total). Participants who have successfully completed the full course and passed the examinations for both parts, will be awarded the TTC.


Part A consists of the following units. For details of each unit, please refer to its respective course page.

Unit 1: Introduction to Trusts
Unit 2: Types of Trusts and When Appropriate
Unit 3: Administration and Management of Trusts
Unit 4: Other Estate Planning Vehicles
Unit 5: Trusts Compared with Other Estate Planning Vehicles
Unit 6: Trusts and Compliance
Unit 7: Trusts Jurisdiction Comparison

Who should attend

This course is primarily target to those who would like to pursue the TTC in order to apply the Hong Kong Trustees’ Association Certified Trust Practitioner designation.

It is also relevant to those who would like to gain a solid understanding of the topics and / or those who plan to enter into the Trust industry sector.


Speaker/Course Instructor

Mark LEA
Mark was educated in England and was qualified as a solicitor in 1970 in London. Since 1971, Mark has been concerned with international estate planning and structure and international comparative taxation. Having been a partner in Lea & White Solicitors and then Chairman in one of the UK's most successful provincial law firms, he moved permanently to Asia and was admitted to practice as a solicitor in Hong Kong in 1995.

Mark is active in providing advisory works both to governments and families with international members. Mark advised the Government of Singapore with regard to the Trustees Act of Singapore. He originated the proposals for changes to the Trust Law of Hong Kong and advised on such changes. He advised the Malaysian Government on changes to the laws of Labuan, including Trust Law, Foundations Law and Limited Partnership Law. He remains an international adviser to that government. He advised the Government of Samoa on and has drafted new Trust Law, new Foundations Law and a new Trustee Companies Bill and has advised on and drafted changes to other relevant laws in consequence.

Mark taught a course on international estate planning, including the use of trusts and foundations, as Adjunct Professor of Law at the National University of Singapore for 10 years. He is teaching a similar course in Samoa.


Date & Time
Tuesday, 15 Jan 2019 (6:00PM - 9:00PM)
Tuesday, 22 Jan 2019 (6:00PM - 9:00PM)
Tuesday, 29 Jan 2019 (6:00PM - 9:00PM)
Tuesday, 12 Feb 2019 (6:00PM - 9:00PM)
Thursday, 28 Feb 2019 (6:00PM - 9:00PM)
Tuesday, 12 Mar 2019 (6:00PM - 9:00PM)
Tuesday, 26 Mar 2019 (6:00PM - 9:00PM)
HKSI Institute Training Centre
SFC:21.00, PWMA:21.00