[Webinar] Trust Training Certificate (TTC) - Unit 18: Trust for Security Arrangements, Commercial and Employee Benefit Needs

Overview

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.

Content

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.

Speaker/Course Instructor

Carolyn BUTLER

Carolyn Butler is the Managing Director of International Fiduciaries Limited. She has 30 years’ experience in the financial services industry; the past 25 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 Chairman of the Education Sub-Committee of Hong Kong Trustees’ Association and a past Chairman of the HKTA. 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

TQPWM21004101

Date & Time

Thursday, 15 Apr 2021 (6:00PM - 9:00PM)

Venue

Virtual Platform

Relevant Subject

Type 6 - Advising on corporate finance

Type 9 - Asset management

Language

English

Hours

SFC:3.00, PWMA:3.00, LawSociety:2.50, HKTA:3.00

Participants who wish to register into all seven (7) units of Part B stream 2 training sessions, please click here.

Wealth Management