Event Information
Event code ESEREF097L01 Language Cantonese
Event name How to start a Multi Family Office Business for your clients? Trust and its Application
CPD hours 2.00
Competency Risk Management and Internal Control,Corporate and Strategic Finance,Corporate Governance Sub-Competency Identifying and managing risks,Understanding of capital market and financial instruments/ hedging products,Compliance with legal & regulatory requirements and CG best practices
Contact Payment & Enrolment at enrolment@hkicpa.org.hk / 2287 7381 or Course Information at online@hkicpa.org.hk / 2287 7435
Description

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Speaker
Edwin Choi
 
 
Overview
This course covers:
 
1. The 8 common misconceptions regarding trust
2. 4 key concepts for trust law
3. 6 basic classifications of trust
4. 10 main clauses in a trust deed
5. 6 trust structural designs and their application
6. 16 client pain points and structural solution diagrams
7. Trust structure as tax solution for UK, US and Canada beneficiary 
8. Comparison of various types of trust service providers
9. Comparison of trust laws in different regions
10. 5 family situations that can benefit from a structure with various types of insurance polices
 
Notice
This course operates under a new learning management system (LMS) that is designed to enhance your learning experience. After successfully enrol in the course, you will receive an activation e-mail from LMS within 24 hours, which includes your login ID and a one-time password. If you have already activated your LMS account, the course will become available for your viewing within 24 hours on LMS.

 

Offline enrolment form

 
Event Date
Date / Time CPD hours
17 Aug 2023 2.00
Fee Information
Type Fee (HKD)
Enrolment IA 190.00
Member 190.00
Student 190.00
Non-member 330.00
Enrolment Date
Enrolment from 05 Sep 2023 (00:00) to 01 Feb 2025 (23:59)
Full Hot and limited seat Promotion
Closed e-Learning Continuing Education Fund
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