HKTA Seminar: Key Insights for Type 13 Licensing and Post-Licensing Requirements (12 June 2024)
Date | Jun 12, 2024 |
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Time | 5:30pm - 7:00pm |
Speaker | Mr. Eric Ho, SFC, Ms. Isabella Wong, Deacons & Mr. Bernard Ho, Director - Curriculum & Examinations, HKSI Institute |
Language | English |
Member Fee | HKD 500 |
Non-Member Fee | HKD 600 |
Group Fee | HKD 500 |
Location | Hong Kong General Chamber of Commerce, 22/F United Centre, 95 Queensway. Admiralty, HK |
Event details:
Mr. Bernard Ho, Director - Curriculum & Examinations, Hong Kong Securities and Investment Institute
Mr. Ho is an experienced finance professional with nearly 30 years of expertise. Currently, as the Director of Curriculum and Examinations at the HKSI Institute, he oversees the examination department, ensuring alignment of licensing examinations and professional qualification programmes with legal, regulatory, and market requirements. Mr. Ho’s dedication to quality assurance extends to the development and updating of study materials and the examination question bank. With a strong background in risk consulting and accounting, he possesses extensive knowledge of SFC regulations, IPOs, and corporate governance. He holds a bachelor’s degree in economics and is a U.S. certified public accountant.
For further enquires, please contact HKTA Secretariat:
Tel: 3511 6030
Email: queries@hktrustees.com
Please forward this email to any of any of your staff and/or colleagues who may be interested in attending.
HKTA seminar: HKMA Code of Practice (16 May 2024)
Date | May 16, 2024 |
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Time | 6:00pm - 7:00pm |
Speaker | Frank Meier, Special Counsel, Baker & McKenzie |
Language | English |
Member Fee | HKD 500 |
Non-Member Fee | HKD 600 |
Group Fee | HKD 500 |
Location | HKGCC, 22/F United Centre, Admiralty, Hong Kong |
Event details:
** The Seminar about “HKMA Code of Practice” originally held on 21 March 2024 at 6:00pm has been RESCHEDULED to Thursday 16 May 2024 at 6:00pm-7:00pm.
CPD point: One point for HKTA Certified Trust Practitioner TM and Law Society being applied for
Registration: For the enrolment form & registration, please click HERE.
The seminar will cover:
This seminar will focus on the Code of Practice for Trustee Business (“the Code") issued by the Hong Kong Monetary Authority (“HKMA”) which applies to certain authorized institutions in Hong Kong and their affiliates.
- HKMA’s Code of Practice for trust business
- To whom does the Supervisory Policy Manual (“SPM”) Module TB-1 and the Code apply?
- Covered and exempted trust activities
- Requirements imposed by SPM Module TB-1
- Supervision by the HKMA and list of trustees
- General Principles under the Code
About the speakers:
Mr Frank Meier, Special Counsel, Baker & McKenzie
Frank Meier is a special counsel in Baker McKenzie's Hong Kong office and a member of the Firm's Banking & Finance Practice Group. Frank’s practice focuses primarily on banking regulatory and advisory matters.
For further enquires, please contact HKTA Secretariat:
Tel: 3511 6030
Email: queries@hktrustees.com
Please forward this email to any of any of your staff and/or colleagues who may be interested in attending.
Joint Webinar on a comparison of family trusts in China & Common Law Jurisdictions - 28 Aug 2020
Date | Aug 03, 2020 |
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Time | 12:27pm - |
Speaker | Mr Zheng Hui |
Language | English |
Member Fee | HKD 150 |
Non-Member Fee | HKD 200 |
Group Fee | HKD 0 |
Location | Online Seminar |
Event details:
CPD point: One point for HKTA Certified Trust Practitioner TM
**Applications for three or more members can enrol at a special discount fee of $125 per person. Student members of Hong Kong University and Chinese University can enrol at a special rate of $50.
Important Note:
Webinar facility will be provided by STEP. In order to record attendance via Zoom, participants’ names and email addresses will be passed to STEP upon registration with HKTA. A Zoom link will be provided for participants 2 days prior to the webinar. Please join the webinar by inputting the same full name provided in the enrolment form.
The talk: This talk is hosted by the China Developments Sub-Committee, a joint committee of the Society of Trust & Estate Practitioners (HK) Ltd and the Hong Kong Trustee’s Association Ltd.
Mr Zheng will make a comparison between family trusts in China and common law jurisdictions, as well as comment on wealth and succession planning in China. The topics covered will be:
1. An introduction to Chinese Trust Law and family trust in the PRC;
2. A comparison between family trusts in the PRC and in common law jurisdictions;
3. Hybrid use of family trusts in the PRC and in common law jurisdictions – planning techniques for multi-jurisdictional estate planning considerations;
4. Major matters to be contemplated before setting up a family trust in the PRC;
5. Case studies related to family trust in holding shares of PRC-listed companies and practical tips; and
6. The future of the trust industry in China
The speaker: Mr Zheng Hui focuses on international M&A, finance and private wealth management and has extensive experience in providing cross border legal services to both domestic and international clients and has acted for private equity, state-owned entities, sovereign wealth funds, strategic investors and private enterprises across sectors. In his private wealth practice, Mr Zheng has advised numerous Chinese companies and their founders on global wealth planning, asset protection and succession, with special expertise on multi-jurisdictions trust structure.
Mr Zheng is qualified in England and Wales, Hong Kong SAR, Ireland and the PRC. He is also a visiting lecturer at University of Bologna and School of Law, Queen Mary University of London. Mr Zheng received his LLB from Nanjing University and MJur from University of Oxford. Prior to joining King & Wood Mallesons, he practiced in the London headquarters of two internationally renowned law firms for over ten years.
For further details and the registration form, please click here.
For further enquires:
Tel: 3703 5170
Email: carmenwong@hktrustees.com
Kind regards,
Carmen Wong
Administration Officer
HK Trustees' Association Ltd
PRC tax and matrimonial issues in structuring sales of PRC businesses
Date | Jan 17, 2013 |
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Time | 5:50pm - |
Speaker | Todd Beutler and Todd Wang, DLA Piper |
Language | English |
Member Fee | HKD 300 |
Non-Member Fee | HKD 300 |
Group Fee | HKD 275 |
Location | DLA Piper, 17/F Edinburgh Tower, The Landmark, Central, Hong Kong |
Event details:
This presentation will address the use of trusts and structured transactions to achieve optimal tax benefits for the owners of companies that may go IPO or have a private equity sale in the future. In addition to addressing the important PRC family law issues, the speakers will address tax issues for the settlers and beneficiaries with a focus on PRC, Hong Kong and US tax issues.