[Webinar] Trust Training Certificate (TTC) - Unit 2: Types of Trusts and When Appropriate (8th Cohort)
概要
This is Unit 2 of the training programme in pursuing the "Trust Training Certificate".
It consists of two modules:
Module 4: Types of Trusts and their uses
Module 5: Retention of control
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: Types of Trusts" prior to attending this unit.
內容
Types of Trust and their uses
‧ Protective Trust
‧ Charitable Trust
‧ Non-Charitable Purpose Trust
‧ Investment vehicle in the form of a trust
‧ Pension Trust
‧ Employee Benefit Trust (e.g. employee stock ownership)
‧ Discretionary (and Letters of Wishes)
‧ Bare Trusts, Declaration of Trust, Two-party Trust (Co-fiduciary Trust)
‧ Fixed Interest Trust
‧ Revocable or Irrevocable Trust
‧ Resulting Trust / Constructive Trust
Retention of control
‧ Reserved Power Trust
‧ Private Trust Company’s
‧ Use of VISTA / LST / SISTA trusts
‧ Trust / Limited Partnership structure
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 PractitionerTM 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 into the Trust industry 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於2016年10月1日至2022年8月31日期間舉行的課程 / 研討會，便可申請發還80%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。