(This course provides Chinese introduction only)
遺產規劃
單元二：高淨值客戶的信託和全球稅務規劃
Estate Planning Module 2: Trust and Global Tax Planning for High Net Worth Clients
高淨值客戶的信託和全球稅務規劃在財務管理領域中扮演著重要的角色。信託是一種法律工具，用於保護和管理家族財富，同時實現資產保值和傳承的目標。通過建立信託，高淨值客戶可以在受益人和資產之間建立分離，以達到降低稅務負擔和保護資產的效果。
1. 信託作為財富保值與繼承規劃的工具
2. 信託的類型及其作用
3. 信託的建立：法律與實踐
4. 信託管理與帳戶
5. 受託投資及財務評估
6. 信託規劃的挑戰與機遇
7. 國際稅務規劃與合規
8. 稅務管理與規劃技巧
Enrollment
Please use the attached enrollment form and follow the “Notes for Applicants” in the form to apply for courses.
All places are allocated on a first-come-first-served basis. Incomplete forms and forms received without payment will be regarded as unsuccessful applications.
Deadline for Application
7 working days (Exclusive of Saturdays) prior to class commencement date.
Notification of Class Commencement
Successful applicants will be notified of the class information by the contact method specified on the enrollment form at least 3 working days before class commencement. PEAK will not be responsible for the loss of class notification sent by mail. Please contact us if you do not receive the notification before the class commencement (Tel.: 2836 1906).
Course Fees/Receipt
For a course commencing within 7 working days at the time of enrollment, trainees are required to settle the course fee by cash.
Course fees paid are also non-refundable, except for cases of unsuccessful applications and course cancellation or rescheduling. Fees paid and places enrolled are also not transferable, and request for course swapping will not be entertained.
Trainees will sign and collect the receipt at the first lesson. Fees paid after the enrollment deadline may result in delay in receipt issuing. For those who have not collected the receipts at the first lesson, our staff will contact them for picking up / mailing arrangement. PEAK will not be responsible for any loss in mailing. Trainees will be required to pay an administrative charge of HK$100 for their request for each additional receipt copy. Please send crossed cheque payable to “Vocational Training Council” with a written application attention to “The Course Team” of the Institute. (Inquiry: 2836 1862)
