概要

This is Unit 9 of the "Trust Training Certificate" ("TTC") (version 2.0) training programme.

It consists of one module:
Module 15: Drafting and Important Deed Provisions

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 B Stream 1 Training Programme and Examination, click here. 

宗旨

At the end of this Module students will

1. Understand the specific drafting issues required for specific types of trusts and why these are important.
2. Understand the key features of jurisdictions commonly adopted for trust structures.
3. Explain the reasons for selection of a specific jurisdiction given the drafting advantages or disadvantage.

內容

This Module concerns the following matters:

• A review of the usual provisions for:-
  - Discretionary Trust;
  - Protective Trust;
  - Fixed Interest Trust;
  - Accumulation and Maintenance Trust;
  - Foreign Grantor Trust;
  - Granny Trust;
  - Charitable Trust
  - Non-Charitable Purpose Trust
  - Special Needs Trust
  - Life Insurance Trust
  - VISTA TRUST
• The choice of trustee.
• Choosing the jurisdiction of the proper law.
• Reasons for selection of a particular jurisdiction to achieve specific objectives for estate planning.

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 Part B Stream 1 training programme and examination.