Wealth Management

Remedial: Trust Training Certificate (TTC) - Unit 8: Other Trust Vehicles in Details (PM session)

滿座

概要

This is Unit 8 of the training programme in pursuing the “Trust Training Certificate”.

It consists of one module – Module 12: Other Types of Estate
Planning Trusts and Their Uses.

For the topics to cover, please refer to the content section below.

內容

Other Types of Estate Planning Trusts and Their Uses:
- Accumulation and maintenance
- Non-charitable purpose (including STAR trusts)
- Business trusts
- VISTA / LST / SISTA with case studies
- Trust combined with a limited partnership with case studies
- Foreign grantor trusts with case studies and comparisons with other jurisdictions

對象

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.

詳情

活動編號
TQPWM19003802
日期及時間
2019年6月29日, 星期六 (2:00下午 - 5:00下午)
地點
香港證券及投資學會培訓中心
相關主題
其他
標籤
滿座
語言
英文