[Webinar] Trust Training Certificate (TTC) - Unit 20: Collective Investment Schemes – Part 2 Public Offering Arrangements


This is Unit 20 of the training programme in pursuing the “Trust Training Certificate”.

It consists of one module – Module 29: Collective Investment Schemes – Part 2 Public Offering Arrangements.

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

Content Highlight

In regard to Unit Trusts (“UT”), Mutual Funds (“MF”) and Open-ended Fund Companies (“OFC”):
- Differences between UT, MF & OFC and HK’s regime (Code on Unit Trust & Mutual Funds, OFC Code)
- Parties to each
(a) Trustee
(b) Director
(c) Distributor
(d) Investment manager / investment advisor
(e) Custodian / sub-custodian
- Roles, responsibilities of trustee with overview of other parties
- Regulations and regulatory requirements
- An overview of non-HK funds (such as the Cayman Islands, Luxembourg and Ireland) which are offered to the HK public.

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

Date & Time
Thursday, 29 Apr 2021 (06:00 PM - 09:00 PM)
Virtual Platform
SFC:3.00, PWMA:3.00, LawSociety:2.50, HKTA:3.00
All (Member & Non-Member): HKD2,500