Trust Training Certificate (TTC) - Unit 1: Introduction to Trusts
This is Unit 1 of the training programme 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
‧ What is a trust?
‧ Structure of a trust and holding companies
‧ Parties of a trust
‧ Overview of why and how trusts are used
‧ Duties and powers
‧ Language, form and validity
‧ Governing law
Liability, Variation and Termination
‧ Liabilities of Trustees, Protectors and Enforcers
‧ Migration of trusts
‧ Provision of information
‧ Termination and variation
Who should attend
This course is primarily targeted to those who would like to pursue the "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.
Financial Incentive Scheme of the WAM Pilot Programme
Eligible in-service practitioners of the financial services industry could apply for reimbursement of 80% of the course fees, subject to a maximum of HK$7,000 (whichever is lower) upon satisfactory completion of a course / seminar / conference over the three-year period of the Scheme.
Each individual may apply for reimbursement for more than one course / seminar / conference.
Application to reimburse the course fees, together with the required documents, must be submitted within four months from the last day of the course / seminar / conference attended. Please refer to the WAM Pilot Programme website for more details.