Content on this page requires a newer version of Adobe Flash Player.

Get Adobe Flash player

Content on this page requires a newer version of Adobe Flash Player.

Get Adobe Flash player

Activites

Estate Planning and Wealth Management
for the Mass Affluent Market  

Date: 17 Mar 2016 (Thu)  
Schedule:

06:30 PM – 07:00 PM (registration and networking with some refreshment provided)
07:00 PM – 09:00 PM (seminar time)

 
Venue:

Lecture Theatre, SCOPE Admiralty Learning Centre,
City University of Hong Kong, 8/F., United Centre,
95 Queensway, Admiralty, Hong Kong.
(香港金鐘道95號金鐘統一中心八樓演講廳)

 
Speaker:

Mrs. Christine Koo (顧張文菊律師)

Christine M. Koo & Ip, Solicitors & Notaries
[Mrs. Koo has over 20 years of post-qualification experience, gained from government and private sectors in Hong Kong and overseas. She now specializes in insurance, pension and trust matters. She is one of the few legal practitioners who has hand-on experience in various aspects of insurance. Mrs. Koo is admitted to practice in Hong Kong, England and Australia (Victoria).

 
Language: Cantonese  
CPD Hours 2 IA CPD hours (HKCAAVQ Ref. No.: 80/18/03  
Enrolment Period:

22 February 2016 – 14 March 2016

 
Charge:

Free of charge for existing members

 
Content:
  • To introduce the concept of trust laws and its effect on insurance policy
  • Function of trustee under a policy, especially in life insurance products
  • Problems concerning minor beneficiary
  • Section 13 of Married Persons Status Ordinance
  • To introduce the relationship between the laws of succession and insurance
  • Effect of Will on insurance policy
  • Effect of EPoA
  • How does the policy help in the administration of estate

Remark:
For more details, kindly contact Ms. Jeanny Chow at 6017 2233.
Please act fast to enroll as seats are limited.

Please complete and return the attached enrolment form together with the necessary payment.