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| Programme code | SC/ESG |
| Study mode | Part-time |
| Mode of delivery | Face-to-face |
| Duration | 3 hours |
| Medium of instruction | Cantonese |
- For more details, Please contact us with
academy@group-e.com or (852) 3101 1560
Introduction
In recent years, family trusts have attracted a great deal of attention, serving as one of the most important tools for wealth management, inheritance and protection.
A family trust refers to a situation where the trustee accepts the entrustment of an individual or family, and manages the trust property in accordance with the trust agreement. The main purpose of the trust is to protect and manage the family wealth, providing the basis for wealth planning, risk isolation, asset allocation, children’s education, family governance, philanthropy and the management of other personal affairs and financial services.
Family trusts meet the full range of needs of high-net-worth individuals, while enabling practitioners to diversify income sources, enhance customer loyalty, and promote the transformation and upgrading of financial institutions.
Programme overview
This foundation course will introduce the origins of the concepts of ESG and sustainable development, how they have evolved and what different regulators are advocating today. It will also cover the implications of ESG and sustainability on the wealth management and financial planning industry.
Who is this for?
Practitioners in wealth management, asset planning, insurance and other relevant industries
Individuals who wish to build an understanding of ESG and sustainable development concepts
Accreditation
Upon completion of the programme, participants will be eligible to receive the short course certificate.
Learning Goal
Participants will be able to develop a fundamental understanding of sustainability, ESG trends, concerns and advices on ESG issues by various regulatory bodies, and will be able to align with new trends in a short period of time, thus helping clients to make the most appropriate arrangements.
Key Learning Outcomes
By attending this programme, you will be able to understand:
ESG and sustainable development trends
Reasons behind the advocacy of ESG of the Hong Kong Monetary Authority and the Insurance Authority
Roles and responsibilities of directors of listed companies in ESG-related matters
Concerns and recommendations of HKEx and different regulators (SFC, HKMA and the Insurance Authority)
Newly revised ESG disclosure requirements of HKEX
Linkage between ESG and the wealth management and asset planning industry and the implications for planning deployment
Our Trainers
Peter K.T. Lee
Peter has spent over 35 years in trust and fiduciary, specialising in asset planning and family trust structuring for high-net-worth individuals across Asia. He moved from ABN AMRO Bank’s Hong Kong Trust office to the Netherlands for six years before returning to Hong Kong to join DBS Bank Hong Kong, leading their family trust services department. He has also held the role of Director of DBS Bank Hong Kong trustee companies in Hong Kong, Jersey and New Zealand.
In addition to his extensive experience in trust management, Peter was also responsible for the ESG compliance requirements while serving as a director in various trustee companies, from identifying materiality issues to monitoring and evaluation, as well as reviewing and validating annual ESG reports.
As a Chartered Company Secretary (UK and HK), Peter has been a part of global trainings across Amsterdam, London, Jersey and Singapore. He recently retired but is still an active mentor and trainer for numerous trust, asset planning and management programmes, working closely with Group E Academy.
Peter weighs more on the practical issues and solutions in his designing of course materials and utilizes his years of local and international trust and client experiences into easily comprehensible, direct and client centric seminars.
FEE
Programme Fee: HK$28,000
Certificate Fee : HK$20,000
PAYMENT METHOD
FPS, Telegraphic Transfer, Visa, MasterCard, Alipay and WeChat Pay
TERMS AND CONDITIONS
- You are required to complete the information in the online registration form to conduct online transactions.
- Programme placement and the commencement are subject to final confirmation by Group E Academy based on admission and venue arrangements.
- If the programme does not successfully commence due to insufficient student intake or other special circumstances, we will notify you by telephone or email to arrange a refund on or before the scheduled commencement date.
- Upon receipt of your information and payment, we will notify you by email within 3 working days to complete the registration. If you do not receive any notification, please contact us via email at academy@group-e.com
- Payments will not be refunded (except for course postponement or cancellation).
