概要

This is Unit 4 of the training programme in pursuing the ''Trust Training Certificate".

It consists of two modules:

Module 7: Other Estate Planning / Succession Vehicles
Module 8: Trust Protection Issues

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

If the participant is intended to pursue the "Trust Training Certificate", he / she is required to take "TTC Unit 1: Introduction to Trusts" and "TTC Unit 2: Types of Trusts and When Appropriate" prior to attending this course.

內容

Other Estate Planning/Succession Vehicles
‧ Descriptions of the nature of
o Holding companies within trusts (cover prohibition on trusts as shareholders of HK companies)
o Insurance & ILIT (requirements re “insurability” and restrictions on changes to ILIT’s
o Wills
o Prenuptial agreements
o Gifts
o Loans
‧ Uses and appropriateness in estate planning

Trust protection issues
‧ Third party creditors
‧ Marriage breakdown protection issues (recent court cases)
‧ Protection of accrued benefits, e.g. share plans & under MPF

對象

The course is primarily targeted to those who would like to pursue the "Trust Training Certificate" in order to apply for the Hong Kong Trustees' Association Certified Trust Practitioner TM designation.

It is also relevant to those who would like to gain a solid understanding of the course subject matter and / or those who plan to enter the Trust industry sector.

先導計劃 - 專業培訓資助計劃

本課程乃提升資產財富管理業人才培訓先導計劃 - 專業培訓資助計劃所涵蓋之合資格課程/ 研討會 /會議。

合資格之金融服務業現職從業員只要圓滿修畢本計劃所涵蓋課程 / 研討會 /會議 的一個單元，便可於本計劃的三年期內申請發還80%學費或上限7,000元(以數額較少者為準)。

申請人可申請多於一個課程 / 研討會 /會議的資助。

申請表必須於完成課程 / 研討會 /會議 當日起計４個月內連同所需文件一併送交香港證券及投資學會。詳情請參考先導計劃網站。