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Law Relating to Asset Protection - Trusts
MPFA: 5 Non-core CPD hours
SFC: 5 CPT hours
HKMA ECF: 5 CPD hours
| Class Code | Commencement Date | Class Location | Medium of Instruction | Apply Online | Class Remarks | Class Status |
| 274E2(10APR2026) | 2026.04.10 |
Institute of Professional Education and Knowledge (PEAK)
Institute of Professional Education and Knowledge (PEAK) |
Cantonese supplemented with English |
|
Date: 10.4.2026
Time: 2:00pm-7:00pm Duration:5 hours Venue: 9/F, VTC Tower, 27 Wood Road, WanChai |
Objective
In the course of providing personal financial planning advice to their customers, financial planners need to enhance their knowledge in asset protection and trust. This course is to enhance their professional image and widen the range of their service to be provided to customers with high net worth.
Content
1. Arranging Assets in Others’ Names
- What is a trust?
- Sham trusts
- Transactions defrauding creditors
- Unfair preference in bankruptcy
- Pension contributions
- Disputes between transferor and transferee
2. Types of Trusts
- Interest in possession trust
- Discretionary trust
- Protective trust
- Blind trust
- Dummy settlors
3. Making Use of Offshore Asset Protection
- Practical aspects
- Key elements
- Governing law on the effect of a transfer abroad
- Effect of reciprocal enforcement of judgments and orders abroad specific jurisdictions
Entry Requirements
18 years old or above
Remarks
.
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)
Enrollment Form for Programme Application
28361922
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