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NEWS    |    ACTIVITIES
2018-07-12
Family and Business Succession Planning and Execution

The seminar is full. Thank you for your support.


Event Details:

Speakers:

Mr Alvin Yap, Chief Counsel of Dragon Legend Cosmos Limited

Mr Edwin Choi, Legal Counsel of Dragon Legend Cosmos Limited

Date: 12 July 2018 (Thursday)

Time: 7:00pm - 9:00pm (Registration starts at 6:30pm)

Venue: Auditorium, 1/F., Christian Family Service Centre, 3 Tsui Ping Road, Kwun Tong , Hong Kong (Please click here to see the map)

Language: Cantonese (no simultaneous translation)

CPD Credit: 2 hours

Fee: HK$100-

About the Seminar:

Family and Business Succession Planning is becoming more and more important. How can professionals help to assist clients to build an effective structure to protect, grow and distribute their assets for generations to come? In this seminar, Alvin and Edwin will discuss:

- 7 elements of an effective Family Governance Structure, from entity set up, to clause drafting and enforcement.

- 6 structural options to shield, segregate and control assets

- 5 options for distribution allocation – to clarify who gets what, and to prune the family tree

- 20 elements in a succession plan that you need to decide on.

- 18 Clauses for business succession planning, improve governance of the business to sustainably support the family

- 2 dimensions in the 20-year execution of business succession planning

- 2 Case Studies

About the Speakers:

Mr Alvin Yap, Chief Counsel of Dragon Legend Cosmos Limited. He has more than 20 years of experience in Personal and Corporate Risk Management, specializes in Wealth Preservation and Business Succession Strategies. He is a sought-after platform speaker in regional countries like Malaysia, Hong Kong, Macau and Singapore. He is also Principal Consultant & Managing Director of A.D. Financial Sdn Bhd, an Independent Licensed Practicing Financial Planner by the Securities Commission, Malaysia.

Mr Edwin Choi, Legal Counsel of Dragon Legend Cosmos Limited. Edwin has extensive experience in legal service and client service. He is a solicitor of the High Court of the HKSAR (non-practising) and part time lecturer of the University of Hong Kong and has work experience in international law firm and multinational corporations.


CPD Hours:

Completed CPD hours will be granted to attendees who have attended a full session of seminar. For those who have not attended full session, the number of CPD hours will be discounted accordingly.

For the exact recognition of the CPD hours, please check with the respective Institute or Association.

Bad Weather Arrangement:

This event may be cancelled or re-scheduled when typhoon no.8 or black rainstorm warning is hoisted. Please refer to our website www.ADF.hk for the arrangement.

Organizer:

Accounting Development Foundation Limited (ADF)


CPD Requirements: Our seminars can fulfil CPD requirements. As professional bodies would not formally endorse the seminars we provide, it does not mean that the events we organize do not meet the CPD purpose. Registrants should note that you are responsible for determining whether our seminars or any event satisfy your CPD requirements i.e. that the training you receive are of appropriate standard and relevance to your maintaining and enhancing the technical knowledge and professional expertise. If necessary, please check with your respective professional body before registering our seminars. ADF does not warrant that the attendance of our seminars or events would automatically be recognized by the respective professional bodies as fulfilling your CPD requirements.


Enrolment

- This seminar will be opened for enrolment on 19 June 2018 at 11:00am. The "Login to Enrol" button is NOT available before 19 June at 11:00am.

- Only ADF Friends and online enrolment will be accepted. Please make sure that you have registered as an ADF Friend and have your ADF Friend account activated before enrolment.

- You may also click here to read the enrolment procedures.

- Acceptance will be on a first-come-first-served basis.

Our server may experience high volume of traffic and cannot process your registration immediately. We are sorry for any inconvenience caused and your kind understanding is highly appreciated.

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