Hong Kong | Monday, 12 March, 2018

Pre IPO Trust Planning & Employee Stock Option Plan

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.



Director, Business Development, Corporate & Private Clients,
+852 2848 4504