[Webinar] Trust Training Certificate (TTC) - Unit 20: Collective Investment Schemes – Part 2 Public Offering Arrangements
This is Unit 20 of the training programme in pursuing the “Trust Training Certificate”.
It consists of one module – Module 29: Collective Investment Schemes – Part 2 Public Offering Arrangements.
For the topics to cover, please refer to the content section below.
In regard to Unit Trusts (“UT”), Mutual Funds (“MF”) and Open-ended Fund Companies (“OFC”):
- Differences between UT, MF & OFC and HK’s regime (Code on Unit Trust & Mutual Funds, OFC Code)
- Parties to each
(d) Investment manager / investment advisor
(e) Custodian / sub-custodian
- Roles, responsibilities of trustee with overview of other parties
- Regulations and regulatory requirements
- An overview of non-HK funds (such as the Cayman Islands, Luxembourg and Ireland) which are offered to the HK public.
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.