[Webinar] Trust Training Certificate (TTC) (version 2.0) - Unit 19: Collective Investment Schemes – Part 1 Private Arrangements
概要
This is Unit 19 of the "Trust Training Certificate" ("TTC") (version 2.0) training programme.
It consists of one module:
Module 21: Collective Investment Schemes – Part 1 Private Arrangements
For details on the topics to be covered, please refer to the 'Content' section below.
Click the links below if you wish to register for the full TTC (Version 2.0) Part B Training Programme and Examination:
- Stream 1
- Stream 2
宗旨
At the end of this Module, students should be able to:
- Understand and explain the key elements of what constitutes a Collective Investment Scheme (“CIS”), especially for private placement
- Explain the differences between Unit Trusts (“UT”), Open-ended Fund Companies (“OFC”) and Limited Partnership Funds (“LPF”) in the context of private CIS, the documentation involved, as well as the relevant regulatory obligations
- Explain the key parties necessary for UTs, OFCs and LPFs as well as their roles and licensing requirements
- Compare private CIS in Hong Kong to private funds in the Cayman islands
內容
This Module provides an overview of vehicles available for collective investment schemes in Hong Kong that are not offered to the investing public, but only through private placement. The type of collective investment scheme for private placement in Hong Kong will then be compared to other jurisdictions, with a primary focus on the Cayman Islands.
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/)。