[Webinar] Trust Training Certificate (TTC) Part A - Revision Session

[Webinar] Trust Training Certificate (TTC) Part A - Revision Session

Overview

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.

Content

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

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.

Details

Code
TQPWM21003501
Date & Time
Tuesday, 18 May 2021 (6:00PM - 9:00PM)
Venue
Virtual Platform
Language
English
Level
Introductory
Fees
All (Member & Non-Member): HK$0