[Webinar] Trust Training Certificate (TTC) Part B Stream 2 - Revision Session

[Webinar] Trust Training Certificate (TTC) Part B Stream 2 - Revision Session

Overview

This is the Stream 2 of the Part B of the training programme in pursuing the “Trust Training Certificate” (“TTC”). Stream 2’s topics focused on Collective Investment Schemes (“CIS”) and Retirement Schemes which cover commercial trusts, trust structures for funds and retirement schemes in HK.

Collectively all mandatory units completed from Part A and either Stream 1 or 2 of the Part B form the full course (14 units in total). Participants who have successfully completed the full course and passed the examinations of both parts, will be awarded the TTC.

Content

Part B Steam 2 consists of the following units. For details of each unit, please refer to its respective course page.

Unit 11: International Tax – Part 1
Unit 17: Trusts and Issues for PRC Nationals
Unit 18: Trust for Security Arrangements, Commercial and Employee Benefit Needs
Unit 19: Collective Investment Schemes – Part 1 Private Arrangements
Unit 20: Collective Investment Schemes – Part 2 Public Offering Arrangements
Unit 21: Hong Kong Mandatory Retirement Schemes Trusts - MPF
Unit 22: Hong Kong Mandatory Retirement Schemes Trusts - ORSO

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.

Speaker/Course Instructor

Carolyn BUTLER
Carolyn is the Chairman of the Education Sub-Committee of Hong Kong Trustees’ Association. She has 30 years’ experience in the financial services industry; the past 20 years of which have been in Asia. She has extensive expertise and knowledge of both private and corporate trusts investment management, and the retirement schemes industries and acts as an independent director for an MPF scheme. Carolyn is a past Chairman of the Hong Kong Trustees’ Association and Chairman is of the Education sub committee. She is a fellow of the Hong Kong Securities and Investment Institute. She has a Bachelor of Business degree an MBA and a Masters of Business Law.

Details

Code
TQPWM21003701
Date & Time
Thursday, 17 Jun 2021 (6:00PM - 9:00PM)
Venue
Virtual Platform
Language
English
Level
Introductory
Fees
All (Member & Non-Member): HK$0