Holding Investment Portfolios in Trust

Course Outline

This course is a unique opportunity for investment advisors and other interested persons to familiarise themselves on the benfits of settling property in trust. The focus will be on the nature of the trust, the role of the Trustee and his fiduciary obligations, fiscal issues relating to trusts and also on the practical implications and synergies between trustees and investment advisors.

Certification

A certificate of attendance will be issued to all participants who attend the session.

Venue, Dates and Time

Institute of Legal Studies Tuition Centre, 11/12 Vincenti Buildings, Strait Street, Valletta VLT1432

Friday 20th and Thursday 3rd December, 2015

1530 – 1730 hrs including a coffee break

Participation Fee

Fee € 120; cheques are payable to Institute of Legal Studies Malta

Registration

If you are interested kindly use our online registration form.

Programme

Session 1 – Understanding the Trust
Lecturer: Dr. Max Ganado, GANADO Advocates

Session 2 – Theory put in Practice: The relationship between the Investment advisor and Trustee
Lecturer: Mr. Jan Sammut, HSBC Bank Malta p.l.c

Image : http://www.freedigitalphotos.net/images/view_photog.php?photogid=587

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