Wealth Management

[Webinar] Trust Training Certificate (TTC) (version 2.0) - Unit 1: Introduction to Trusts

概要

This is Unit 1 of the "Trust Training Certificate" ("TTC") (version 2.0) training programme.

It consists of two modules:
Module 1: Overview of Trusts
Module 2: Fundamental Principles and Structure of Trusts

For details on the topics to be covered, please refer to the 'Content' section below.

If you wish to register for the full TTC (version 2.0) Part A training programme and examination, click here.

宗旨

On completion of the course, learners should be able to:
(a) understand the nature of a trust
(b) identify the parties to a trust, including
     • Settlor,
     • Beneficiaries,
     • Protector,
     • Enforcer, and
     • Trustees
(c) understand the roles and duties of each party to a trust
(d) explain why and how trusts are used
(e) understand the nature and duties of Trustees
(f) understand the extent of a Trustee’s liability and how far he may be relieved from it
(g) understand the extent of the liability of a Protector and the extent to which he too can be relieved from liability
(h) understand the nature and extent of the powers of Trustees
(i) recognise the language in which a trust may be framed and the form in which a trust may be created
(j) understand the key principles of the validity of a trust

內容

Module 1: Overview of Trusts:
1. What is a trust?
2. Structure of a trust with a holding company
3. Parties to a trust
    • Settlor
    • Beneficiaries
    • Protector
    • Enforcer
    • Trustee
    • Authorised persons
4. Why and how are trusts used?
    • In estate planning
    • For investment
    • To provide employee benefits and retirement benefits

Module 2: Fundamental Principles and Structure of Trusts:
1. The duties of trustees
    • Factors
    • General duties of trustees
    • Statutory duty of care
2. Trustees’ powers
    • General factors
    • Dispositive powers
    • Administrative powers
3. Liability of trustees
4. Liability of protectors
5. Provision of information
6. Variation of trust
7. Termination of trust
8. Language form and validity
    • Language
    • Form
9. Governing law
    • General factors concerning the governing law
10. Migration of trusts

對象

This course is primarily designed for individuals who are interested in obtaining the "Trust Training Certificate" to qualify for the Hong Kong Trustees' Association Certified Trust Practitioner™ designation.

It is also relevant for individuals seeking a comprehensive understanding of the course subject matter and those planning to enter the Trust industry sector.

資產財富管理業先導計劃 - 專業培訓資助計劃

本課程已被審批為「提升資產財富管理業人才培訓先導計劃」(以下簡稱「資產財富管理業先導計劃」 其下之「專業培訓資助計劃」(以下簡稱「本計劃」)。本計劃旨在提升資產財富管理業在職從業員的專業能力水準及協助金融服務業內其他從業員學習所需的知識和技能,使他們能投身資產財富管理業。合資格之申請人按香港證券及投資學會之要求完成課程後將可獲香港特區政府資助80%學費,上限為HK$15,000。 香港證券及投資學會為資產財富管理業先導計劃之執行機構,有關申請要求之細則及手續,請參閱專為資產財富管理業先導計劃而設之網站(https://www.wamtalent.org.hk/)。

導師/講者

Ross DAVIDSON
Ross is an experienced private wealth lawyer based in Stephenson Harwood's Hong Kong office. He has expertise in international tax, trust law and cross-border estate planning.

Drawing on his experience working at leading corporate firms, Ross works with private clients requiring coordinated advice on their personal and business affairs. This typically involves combining with other lawyers to serve their tax planning, immigration, transactional, commercial, and dispute resolution needs.

Ross frequently deals with the establishment or restructuring of asset-holding structures, ranging from several million to billions of pounds in value, to achieve objectives such as succession planning, asset protection and tax efficiency. In particular, he works closely with settlors, beneficiaries, and trustees of offshore trusts to develop effective strategies for managing, preserving, and protecting their assets. He is currently appointed as an executive committee member of the Hong Kong Trustee Association.

詳情

活動編號
TQPWM24018901
日期及時間
2024年4月9日, 星期二 (6:00下午 - 9:00下午)
地點
虛擬平台
相關主題
其他
語言
英文
課程時數
SFC:3.00, PWMA:3.00, LawSociety:3.00, HKTA:3.00

Click here if you wish to register for full TTC (version 2.0) Part A training programme and examination.