Wealth Management

[Webinar] Trust Training Certificate (TTC) (version 2.0) - Unit 19: Collective Investment Schemes – Part 1 Private Arrangements

Overview

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

Objective

At the end of this Module, students should be able to:

  1. Understand and explain the key elements of what constitutes a Collective Investment Scheme (“CIS”), especially for private placement
  2. 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
  3. Explain the key parties necessary for UTs, OFCs and LPFs as well as their roles and licensing requirements
  4. Compare private CIS in Hong Kong to private funds in the Cayman islands

Content Highlight

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.

Who Should Attend

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.

Instructor / Speaker

Jillian SAVAGE

Jillian Savage is a lawyer admitted to the bar in New South Wales, New York and the Cayman Islands. Jillian works as in-house counsel in Hong Kong for State Street Bank and Trust Company, supporting State Street’s investment services business in Greater China. Prior to moving in-house at State Street, Jillian worked in private practice with firms in Australia and the Cayman Islands, with a focus on fund formation, financial services, M&A and tax. She also spent a number of years lecturing in law (in subjects that included Equity and Trusts, Business Law and Evidence Law) in Australia. Jillian holds degrees from the Australian National University, the University of Wisconsin-Madison and Columbia University.

Administrative Details

Code
TQPWM24004201
Date & Time
Thursday, 3 Oct 2024 (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:3.00, HKTA:3.00
Fees
Back Enrolment Closed