Trust Training Certificate (TTC) – Unit 7: Trusts Jurisdiction Comparison (eCourse)

Trust Training Certificate (TTC) – Unit 7: Trusts Jurisdiction Comparison (eCourse)

Overview

This eCourse is accessible from 15 May 2020 to 14 June 2020.  Enrolment deadline is 5 June 2020.

This is the Unit 7 of the training programme in pursuing the “Trust Training Certificate” (“TTC”).

This eCourse is developed in relation to the special arrangement for the participants joining the TTC Part A training in April and May 2020. It is prepared based on the recorded version of the last class (face-to-face mode) of Unit 6 done on 26 March 2019. For the participants who will take the TTC Part A Examination in June 2020, you should ensure you read the latest version of study guide and materials provided via the examination enrolment link.

There is only one module in this unit.
Module 11: International Comparison on Trusts

This eCourse has divided Module 11 into two parts. For each part, you must watch the recorded video and then pass the assessment (with unlimited attempts).

Objective

On completion of the course, you will be aware of the key differences of most types of trusts by jurisdictions (focus on is on Hong Kong, BVI, Channel Islands and Singapore).

Content

Module 11: International Comparison on Trusts
Comparisons of jurisdictions with comments / differences:
1. Hong Kong
2. Singapore
3. United Kingdom
4. British Virgin Islands
5. Cayman Islands
6. United States
7. Channel Islands
8. Canada
9. Overview of PRC trust law comparison

Who should attend

The 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 the Trust industry sector.

 

Special remarks:

The course is NOT eligible for the financial incentive schemes of the WAM Pilot Programme.

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.

Details

Code
TERCR20010801
Venue
ePlatform
Language
English
Level
Introductory
Hours
SFC:3.00, PWMA:3.00, HKTA:3.00