Wealth Management

[Webinar] Trust Training Certificate (TTC) - Unit 19: Collective Investment Schemes – Part 1 Private Arrangements

Overview

This is Unit 19 of the training programme in pursuing the “Trust Training Certificate”.

It consists of one module – Module 28: Collective Investment Schemes – Part 1 Private Arrangements.

For the topics to cover, please refer to the content section below.

Content Highlight

The nature and use of Collective Investment Schemes (“CIS”) in form of:
- Unit trust (“UT”)
- Open-ended fund companies (“OFC”)
- Private funds (Cayman) (“PF”)
in respect of the followings:
- Regulations and regulatory requirements in respect of private placement and differences (comparison of jurisdictions HK vs Cayman)
- Parties to each
- Trustee and directors’ duties thereto
- Licensing and restrictions
- Important drafting provisions
- General administrative requirements

Who Should Attend

The course is primarily targeted to those who would like to pursue “Trust Training Certificate” in order to apply for the Hong Kong Trustees’ Association Certified Trust Practitioner™ designation.

It is also relevant to those who would like to gain a solid understanding of the course subject matter.

Instructor / Speaker

Jillian Savage is Head of Legal for State Street Bank & Trust Company's Global Services business, for North Asia (ex-Japan), responsible for the legal work required to support its trustee, custodian and administrative services to Hong Kong unit trusts and local servicing of its Cayman Islands unit trust business. Ms. Savage holds degrees in Political Science and Law from the Australian National University, a Masters in American Politics and Jurisprudence from the University of Wisconsin-Madison and a Masters in Law from Columbia University in New York. She is admitted as a lawyer in the Supreme Court of New South Wales, Australia and the Grand Court of the Cayman Islands. Ms. Savage has practised in Australia, the Cayman Islands and Hong Kong, specializing in trusts, funds management, mergers and acquisitions and capital markets, and has taught at the Australian National University Law School, the University of Canberra School of Law and the Department of Political Science at the University of Wisconsin-Madison.
Neville is an APAC Vice President & Legal Counsel to the North Asia (ex-Japan) and Southeast Asia global services business at State Street. He advises on the trustee, custody and fund administration services offering supporting the bank’s Asian asset owner, alternatives and collective investment fund clients. Prior to his current position he served as Legal Counsel in Singapore and Hong Kong to Standard Chartered Bank’s global securities services business, and advised on African secured, unsecured and leveraged finance deals in Standard Chartered Bank’s Johannesburg office. Whilst in private practice, he advised on debt capital markets issuances. He holds Bachelor of Commerce and Bachelor of Laws degrees from the University of Stellenbosch, South Africa, and is an admitted attorney of the High Court of South Africa and an admitted solicitor of the High Court of Hong Kong.

Administrative Details

Code
TQPWM21004201
Date & Time
Thursday, 22 Apr 2021 (06:00 PM - 09:00 PM)
Venue
Virtual Platform
Relevant Subject
Type 9 - Asset management
Regulatory Compliance
Language
English
Hours
SFC:3.00, PWMA:3.00, LawSociety:2.50, HKTA:3.00
Fees
Back Enrolment Closed