高资产及公司客户对家族信托的需求及相关风险管理方案

Chinese, Simplified
Canceled: 
CEF: 
0
Course Code: 
PE4200520
Discipline: 
Insurance
Discount Type: 
.00
Email: 
peak@vtc.edu.hk
Fee: 
$330.00
Full: 
0
 

授课语言

以廣東話授课

 

持续专业进修(CPD)/持续培训(CPT)时数

IA CPD Hours:                               3

MPFA Non-core CPD Hours:        3

SFC CPT Hours:                            3

HKMA ECF CPD Hours                 -

 

Name: 
高资产及公司客户对家族信托的需求及相关风险管理方案
New Course: 
0
NTTS: 
MPFA Core: 
0
non-MPFA core: 
3
IA: 
3
SFC: 
3
Law Society: 
0
Tech Lang: 
CAN
Seminar Date: 
Monday, January 1, 1900
QF Level: 
0
Search Level: 
Short Course
Only Member Apply: 
cpd_hr: 
0
cou_coucef_code: 

课程简介

家族及企业风险无处不在,任何层面的风险都有机会影响家族及企业的传承效果。有效的风险管理工具及全方位的传承考虑,可以提前做好准备规避风险,预防不幸情况出现,使资产能够代代相传。本课程系列为学员介绍家族和企业客户传承的考虑因素和实务方案,为打开向高资产客户销售保险的大门踏出重要的一步。家族信托作为资产传承的重要工具,已广泛应用于高资产客户市场。本课程将介绍家族信托的主要特色,以及与其它投资工具的比较,并分享家族信托的实务案例。

课程大纲

• 认识高资产市场

• 信托概念与安排

• 信托相关优点及与其它规划比较

• 基金会与信托比较

 

cou_real_id: 
571368231
cou_id: 
13682
coucl_real_id: 
201959971
coucl_schedule: 

日期:27.1.2025<br>时间:6:45pm-9:45pm<br>时数:3小时<br>地点:香港湾仔活道27号职业训练局大楼9字楼<br>

coucl_start_date: 
Monday, January 27, 2025 - 08:00
cou_coucpd_id: 
Product Knowledge
EAA: 
0
coucl_enr_status: 
1
csv_update_datetime: 
Tuesday, January 21, 2025 - 09:55
coucl_status: 
0

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