Compliance, Legislative & Regulatory Standards

[Webinar] Trust Training Certificate (TTC) - Unit 7: Trusts Jurisdiction Comparison (8th Cohort)

Overview

This is Unit 7 of the training programme in pursuing the "Trust Training Certificate".

It provides an overview of how the HK Trust legislations compared with other major jurisdictions.

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

If the participant is intended to pursue the "Trust Training Certificate", he / she is required to take "TTC Unit 1: Introduction to Trusts" and "TTC Unit 2: Types of Trusts and When Appropriate" prior to attending this course.

Content Highlight

International comparison on Trusts

Comparison of jurisdictions with comments/differences:
‧ Hong Kong
‧ Singapore
‧ United Kingdom
‧ British Virgin Islands
‧ Cayman Islands
‧ United States
‧ Channel Islands
‧ Canada
‧ PRC trust law

Who Should Attend

The course is primarily targeted to those who would like to pursue the "Trust Training Certificate" in order to apply for the Hong Kong Trustees' Association Certified Trust PractitionerTM designation.

It is also relevant to those who would like to gain a solid understanding of the course subject matter and / or those who plan to enter into the Trust industry sector.

Instructor / Speaker

Jacqueline SHEK

Jacqueline Shek is currently the Executive Director, Trust Services at Zedra (Hong Kong) Ltd. She is dual qualified as both a Chartered Accountant (Australia & New Zealand) and a lawyer (in Hong Kong and NSW Australia). She has more than 20 years’ experience in the tax & trust industry; 5 years as in-house Global Head of Legal for HSBC’s private trust business and 6 years as a Partner of Baker McKenzie Hong Kong in their tax & trust practice group. She was the Chairman of the Hong Kong Trustees’ Association from 2018 to 2021.

Administrative Details

Code
TQRCR22006301
Date & Time
Tuesday, 29 Mar 2022 (06:30 PM - 09:30 PM)
Venue
Virtual Platform
Relevant Subject
Regulatory Compliance
Language
English
Hours
SFC:3.00, PWMA:3.00, HKTA:3.00
Fees