24 Oct 2015

Stevenson, Wong & Co. conducted lecture of CFP cross-border certification

On 24 October 2015,SW Head of Business Development (China) Ms. Connie Yeung was invited to conduct the first CFP course on cross-border certification to approximately 48 PRC Certified Financial Planners (CFP). Connie discussed the requirements of drafting a will, probate procedure in Hong Kong whether with or without a will as well as practical knowledge in setting up a family trust.