(Specific) Financial Products & Associated Risk Management

Trust Training Certificate (TTC) - Unit 1: Introduction to Trusts



This is Unit 1 of the training programming in pursuing the "Trust Training Certificate".

It consists of three modules:

Module 1: Overview of Trusts

Module 2: Trustee's duties

Module 3: LIability, Variation and Termination

For the topics to cover, please refer to the content section below.


Overview of Trusts

  1. What is a trust?
  2. Structure of a trust and holding companies
  3. Parties of a trust
  4. Overview of why and how trusts are used

Trustee’s duties

  1. Duties and powers
  2. Language, form and validity
  3. Governing law

Liability, Variation and Termination

  1. Liabilities of Trustees, Protectors and Enforcers
  2. Migration of trusts
  3. Provision of information
  4. Termination and variation

Who should attend

This course is primarily targeted to those who would like to pursue "Trust Training Certificate" in order to apply for 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 course subject matter and / or those who plan to enter into the Trust industry sector.

Speaker/Course Instructor

Richard GRASBY
Mr. Richard Grasby is the Founder of RDG Fiduciary Services Limited. He is a lawyer admitted in England and Wales, the Cayman Islands and the BVI. He is a member of the STEP Hong Kong branch executive committee and a former chair of the branch. He is a member of the steering committees for both the STEP Business Families and the International Client Special Interest Groups. He is a member of the Hong Kong Trustees Association and the Hong Kong Institute of Directors. He has 20 years of experience working with global clients in respect of trusts, estate planning, diversified asset holding structures and related regulatory matters. He has been based in Hong Kong since 2009 and previously worked in the Cayman Islands, London and Jersey.


Date & Time
Wednesday, 2 Oct 2019 (6:00PM - 9:00PM)
HKSI Institute Training Centre
Relevant Subject
SFC:3.00, PWMA:3.00, LawSociety:2.50