_logo_1618977560081.jpg "Institute of Professional Education And Knowledge (PEAK)"){kind=logo}
- Quick Note:
- Please refer to the course provider's website for the course details.
Course Information
Schedules*
- 28 Oct 2026 (Wed) 7:00 PM - 10:00 PM
Registration period*
13 Oct 2026 (Tue) - 27 Oct 2026 (Tue)
Price
HKD 330
Course Level
Study Mode
Duration
3 Hour(s)
Language
Cantonese
Location
灣仔活道27號職業訓練局大樓9字樓
*Note: The schedule above is for reference only. Please refer to the course provider's website for the schedule.
Course Overview
To introduce the trust law, explain the trust documentation and understand the relationship between the family trust and insurance; as well as the role of insurance and wealth professionals in family trusts
What You’ll Learn
1. Trust Law
2. Major Statutory Provisions in Trustee Ordinance; and Perpetuities and Accumulations Ordinance
3. Relationship between Trust, Insurance and Will
4. Trust Administration
5. Trustee’s Duties and Powers
6. Trust Deed
7. Letter of Wishes
8. Insurance Professionals’ Role in Setting Up Trusts
9. Case Studies
10. Conclusion
授課語言
除一些指定以英語授課的課程外,所有課程均以廣東話授課,部份輔以英文專業用語
持續專業進修(CPD)/持續培訓(CPT)時數
IA CPD Hours: 3
MPFA Non-core CPD Hours: 3
SFC CPT Hours: 3
HKMA ECF CPD Hours 3
