概要

This is Unit 2 of the "Trust Training Certificate" ("TTC") (version 2.0) training programme.

It consists of two modules:
Module 3: Types of Trusts and their uses
Module 4: Retention of Control

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) Recognise the common types of trusts for estate planning purposes
(b) Recognise the common types of trusts for investment purposes
(c) Recognise the common types of trusts for employee benefits purposes
(d) Appreciate the limitations of certain jurisdictions for some types of trusts
(e) Recognise the common types of trusts if retention of control is a key consideration of the Settlor
(f) Explain how these types of trusts could provide for retention of control by the Settlor or others and why
(g) Recognise which jurisdictions offer the solutions
(h) Elaborate common applications, e.g. reserved power trust, VISTA
(i) Identify the problems with retention of control trusts

內容

Module 3: Types of Trusts and their uses:
1. Fixed interest trusts
2. Protective trusts
3. Discretionary trusts
4. Charitable trusts
5. Non-charitable Purpose trusts (“NCPT”)
6. Revocable and Irrevocable trusts
7. Employment benefit trusts (“EBT”)
8. Pension trusts
9. Bare trusts and declarations of trust
10. Unit trusts
11. Resulting trusts and constructive trusts

Module 4: Retention of Control:
1. Reserved power trusts
2. Private trust companies (“PTCS”)
3. Special types of trusts (VISTA, LST and SISTA)
4. Case studies

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/)。

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