On August 12 2015, SW Head of Business Development (China), Ms. Connie Yeung was invited to attend offshore trusts training by one of the largest PRC IFAs, Credit Ease. More than 40 financial planners together with their high net worth clients participated in the training. Ms. Yeung introduced the legal concept of a family trust in a user friendly way and demonstrated how to achieve different clients’ objectives with a case study. After the meeting, Ms. Yeung interacted with all the senior financial planners and engaged in fruitful discussions.
Please contact our Connie Yeung for any enquiries or further information about this event.