[Webinar] Trust Training Certificate (TTC) - Unit 18: Trust for Security Arrangements, Commercial and Employee Benefit Needs
This is Unit 18 of the training programme in pursuing the “Trust Training Certificate”.
It consists of one module – Module 27: Some Commercial Uses of Trusts.
For the topics to cover, please refer to the content section below.
This Module concentrates on trusts for broader commercial uses which include:
- Trusts as escrow arrangements
- Trusts to provide for security – “Quistclose Trusts”
- Trusts for security in litigation
- Business trusts
- Real estate investment trusts (REITS)
- Employee benefit and medical scheme trusts
- Pre-IPO founder share trusts
- Employee share / option plan trusts and their structure and tax implications
Who should attend
The 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.
Financial Incentive Scheme of the WAM Pilot Programme
This is one of the eligible courses / seminars under the Financial Incentive Scheme (“The Scheme”) of the WAM Pilot Programme.
Eligible in-service practitioners of the financial services industry could apply for a reimbursement up to 80% of the course / seminar fees, or a maximum of HK$10,000 per person throughout the period of 1 October 2016 to 31 March 2023 upon satisfactory completion.
Each individual may apply for reimbursement for more than one course / seminar subject to a maximum of HK$10,000 but each course / seminar can only be reimbursed once.
The duly signed application form together with the FIVE supporting documents must be submitted within FOUR months from the last day of the course / seminar attended. Please refer to the WAM Pilot Programme website for more details.
WAM Pilot Programme Special Requirements
If you plan to apply for reimbursement under the Financial Incentive Scheme (FIS), please ensure your device/computer has the camera feature or with webcam installed as you are required to turn on your camera throughout the webinar.
Participants who wish to register into all seven (7) units of Part B stream 2 training sessions, please click here.