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CII tailors face-to-face training courses, CPD and refresher seminars for local members and practitioners in Hong Kong. 

 

If you have any inquiries about the seminar activities, please contact hkenquiries@cii.co.uk or call +852 2520-0098.

CPD Seminar: Trusts and Success Planning for High-net worth (HNW) and Ultra high-net worth (UHNW) clients

17 January 2025
GMT+8: 09:30-12:30
Speaker: Mr. Eric Lok
Language: Cantonese with English Materials
CPD: 3 Hours
Fee: HKD100

Mode of Teaching: In-Person

Venue: Room 1501-02, 15/F, Hong Kong Club Building, 3A Chater Road, Central, Hong Kong

Course Outline:

  • Introduction to HNW/UHW succession planning
  • Trust structures and wealth preservation
  • Trust selection and governance
  • Integrating trusts
  • HK case studies sharing

Seminar Registration

Term & Conditions 

Registration on first come first served basis and will only be confirmed upon receipt of payment.

 

Attendees must attend the entire Continuing Professional Development (CPD) course to receive CPD hours for that course.  Attendees will receive a certificate of attendance for the course, and the CII will send an electronic copy of the certificate to the email address provided by the attendee.  Attendees should retain this CPD course attendance certificate as evidence of Continuing Professional Training (CPD) hours.

 

Attendees are required to present their Hong Kong identity card or passport or driving license with photo to confirm their identity during the registration process and are required to sign to confirm their attendance before the class. Other forms of identification will not be accepted.

 

Code of Conduct for CPD Activities

We would ask all attendees attending this seminar adhering to the following code:

- Please be punctual and arrive before the start of the seminar,
- Please turn all telephones to silent mode,
- Please do not accept, make or conduct calls during the seminar,
- Please do not make noise that affects others and respect the speakers,
- Please do not read newspapers, books and the like during the seminar other than handouts,
- Please do not conduct private conversations during the seminar.

 

Do's and Don'ts for Virtual event:

- Attend the virtual classroom activity in an indoor setting conducive to learning, such as at home or office.

- Face the camera directly in the virtual classroom without any virtual or real coverup for verification purposes.

- Participants are required to turn on the camera during the session at all times. 1-hour CPD will be deducted if participants are late or camera is off for every 15 minutes.

- Use the raise hand button and chat box for participants to ask questions during the session.

- Don't perform multi tasks, such as attending the CPD activity while driving, taking transportation, walking or engaging in other activities concurrently.

- Don't fake attendance by using virtual images or video as background.

- Don't attend the CPD activity in an environment unsuitable for learning.


In case of breach of this code the CII reserves the absolute right to ask the attendee to leave the seminar and/or to withhold the CPD certificate awarded for that particular seminar.

Please respect the speaker and CII staff at all times.

 

Data Protection and Privacy

The Chartered Insurance Institute (CII) will ensure that your personal data is processed in line with Data Protection legislation and the CII Data Protection and Privacy Statement (available on CII'official website www.cii.co.uk). By completing and submitting this application form, you have consented to the CII processing your data for the registration.

 

The CII may from time to time wish to draw your attention to other CII products and services electronically which are likely to be of interest to you. If you do not wish to allow the CII to use or provide to other persons any of your Selected Personal Data for direct marketing purpose, you can exercise your right of objection and notify CII by email or by post.

(e.g. CHAN)
(e.g. Tai Man, Peter)
Required
If the contact person is different from the attendee, please choose Other and input the contact person details
Same as above
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Cheque payable to The Chartered Insurance Institute Hong Kong Limited and post together with completed application form to Suite 601, 6th Floor, Ovest, No. 77 Wing Lok Street, Hong Kong
Bank in directly to our HSBC A/C No. 848 762 597 838 with bank-in slip and email together with this confirmation to aporders@cii.co.uk