Estate Planning and Wealth Management
for the Mass Affluent Market

Date:

17 March 2016 (Thu)

Schedule:

06:30 PM – 07:00 PM (registration and networking with some refreshment provided)
07:00 PM – 08:30 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 have 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