[Webinar] The Intricacies of Serving Family Offices
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.
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.
- Licensing requirements
- Client on boarding process
- Common family office structures
- Cross border investment involving QDII
- Source of fund and proof of wealth
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.
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。