Winning at the Finish Line: Planning and Legacy Series Module 4: Trust Law and Trust Documentation

Course Code:

PE4200961

Start Date:

2026/02/25

Hours:

3.0

Level:

Short Course

Fee:

$330

Application Form Apply Now

Email:

peak@vtc.edu.hk

Enquiry:

28361922

Objective

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

Contents:

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

Teaching Language

All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English)

Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours

IA CPD Hours: 3

MPFA Non-core CPD Hours: 3

SFC CPT Hours: 3

HKMA ECF CPD Hours 3

2026/02/25

Date: 25.2.2026
Time: 7:00pm-10:00pm
Duration:3 hours
Venue: 9/F, VTC Tower, 27 Wood Road, WanChai

Apply Now

Language

You are here

Winning at the Finish Line: Planning and Legacy Series Module 4: Trust Law and Trust Documentation