概要

Family offices are private wealth management advisory firms that serve ultra-high-net-worth individuals, with the aim to grow and transfer their wealth across generations. Serving this unique client segment requires more than the traditional wealth management techniques.

宗旨

By the end of this webinar, participants will get an understanding of practical issues in serving family offices, particularly the account opening process and on-going maintenance of client relationship. They will also learn some day to day issues between sell side and family offices on transaction related matters and suitability check.

內容

- Licensing requirements
- Client on boarding process
- Common family office structures
- Cross border investment involving QDII
- Source of fund and proof of wealth

對象

This webinar is primarily targeted at fund managers, asset managers, in-house counsel & compliance, senior management such as Responsible officers, Managers-in-Charge, directors, wealth management staff and professionals already working in the family offices sector.

資產財富管理業先導計劃 -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。

合資格之金融服務業現職從業員只要圓滿修畢課程 / 研討會，便可於2016年10月1日至2023年3月31日期間申請發還百分之八十學費，或上限每人10,000元。

申請人可申請多於一個課程 / 研討會的資助，合計上限10,000元，但每個課程 / 研討會只獲發還學費一次。

簽妥的申請表必須於完成課程 / 研討會當日起計四個月內連同五項證明文件一併送交香港證券及投資學會。詳情請參考資產財富管理業先導計劃網站。

資產財富管理業先導計劃特別要求 

如有意申請專業培訓資助計劃(FIS) 資助，請確保所用的電腦、手機或平版電腦設置視像功能，並須在參與該次網上研討會時全程開啟，方可符合申請發還學費之要求。