[Webinar] Trust Training Certificate (TTC) - Unit 19: Collective Investment Schemes – Part 1 Private Arrangements
This is Unit 19 of the training programme in pursuing the “Trust Training Certificate”.
It consists of one module – Module 28: Collective Investment Schemes – Part 1 Private Arrangements.
For the topics to cover, please refer to the content section below.
The nature and use of Collective Investment Schemes (“CIS”) in form of:
- Unit trust (“UT”)
- Open-ended fund companies (“OFC”)
- Private funds (Cayman) (“PF”)
in respect of the followings:
- Regulations and regulatory requirements in respect of private placement and differences (comparison of jurisdictions HK vs Cayman)
- Parties to each
- Trustee and directors’ duties thereto
- Licensing and restrictions
- Important drafting provisions
- General administrative requirements
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
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.