Insights

Karen Cheung, Director, Business Development, Corporate & Private Clients of Vistra Hong Kong will be presenting on Pre IPO Trust Planning and Employee Stock Option Plan at a seminar of The Hong Kong Institute of Chartered Secretaries, to be held on 12 March at Admiralty Centre, Hong Kong.

The seminar will cover: 

• The fundamentals of offshore family trust and its current popularity among Chinese High Net Worth Individuals 
• The advantages of utilising offshore family trusts for succession planning, asset protection and potential tax efficiency planning
• The practical steps in setting up trust, drafting trust deed and letter of wishes
• The practical trust administration concerns for Chinese High Net Worth Individuals
• Different types of trusts and its usage, including Discretionary Trust, BVI Vista Trust, Reserved Powers Trust
• Different trust structure usage and the rationale
• How to set up a trust and what are the concerned items when communicating with prospects
• Why do companies use share plans and the market trend
• Common types of share option plan
• Points to note in the operation of share option plan

The seminar will be conducted in Cantonese.

For more information, please click here.