Past events.

HKTA Seminar: Trust vs. Insurance — Redefining Roles in Modern Wealth Planning (25 June 2026)

various

Joint Seminar on The Evolving Family Office Ecosystem in Hong Kong (11 June 2026)

various

HKTA 35th Anniversary Celebration - Conference & Cocktail Reception

various

Joint Seminar Beyond Compliance: ESG Stewardship and the Evolving Duty of Asset Owners and Trustees

various

Seminar: Philanthropy and trusts (11 Feb 2026)

Jimmy Pun & Tze-Wei Ng

HKTA & HKSI Joint Webinar: Effective Management and Control of Trust Assets (3 February 2026)

various

HKTA 2025 Annual General Meeting (11 December 2025)

Executive Committee

Joint Seminar: Was it Panglossian or Painful? A year after the US and UK elections (9 Dec 2025)

various

Seminar: Navigating the Legal Maze: Regulatory Updates for Fund Trustees (25 Nov 2025)

Mr. Ming Chiu Li and Ms. Isabella Wong, Deacons

*FULL - Waiting list* HKTA Members networking event (20 Nov 2025)

NA

HKTA Seminar: ETFs in Hong Kong – refresher and recent developments (20 October 2025)

Various

HKTA “Lunch & Learn” Seminar: Navigating Stablecoins and Trust (13 October 2025)

Mr. Andrew Fei, Partner, King & Wood Mallesons

Joint Seminar: How Trusts Help in Family Offices (10 Sept 2025)

various

HKTA: Notice of General Meeting to be held on 8 August 2025

Executive Committee

Seminar on Family trusts and international investments: Opportunities, risks and realities

various

Seminar on Custody/Fiduciary, Control & Compliance: Hong Kong OFC vs Cayman SPC Unpacked

various

HKTA seminar: Navigating the Future: The Rise of Digital Assets in Financial Landscape

Mr. King Leung and Ms. Elizabeth Wong

Seminar on Fiduciary Duty and investment in the context of climate change (31 March 2025)

Dr Mark Hinnells, Director of strategy, Climate Finance Asia Limited

Launch event of HKTA & KPMG 4th Hong Kong Trust Industry Spotlight 2025 (18 March 2025)

various

Utilising offshore trusts as tool for estate planning, family governance and managing risk

Peter Ch’ng and Wesley O’Brien

HKTA seminar of 16 January 2025 - SEMINAR IS FULL

Mr. Jonathan Lim, Director, Regulatory Compliance, S&P Global Market Intelligence

Notices of 2024 Annual General Meeting (11 December 2024) and Election of Executive Committee Member

nil

[合辦座談會] 資產保全與承傳規劃: 避免爭議的有效方法 - 2024年10月30日 (只限會員報名)

various

HKTA Seminar on Investment Office Trust vs. Family Office Trust (24 Oct 2024)

Mr. Zac Lucas, Partner, Spencer West LLP

HKTA webinar: Virtual Assets – Becoming Mainstream? (7 Oct 2024)

Jill Wong, Partner, Reedsmith Richards Butler LLP

HKTA seminar: The treatment of trusts in matrimonial litigation (20 September 2024)

Mr. Deepak Nagpal K.C. and Ms. Elaine Sum

HKTA & STEP Joint Seminar: Hong Kong as a Family Office Hub – The Road Ahead

Various

HKTA Seminar: Key Insights for Type 13 Licensing and Post-Licensing Requirements (12 June 2024)

Mr. Eric Ho, SFC, Ms. Isabella Wong, Deacons & Mr. Bernard Ho, Director - Curriculum & Examinations, HKSI Institute

HKTA seminar: HKMA Code of Practice (16 May 2024)

Frank Meier, Special Counsel, Baker & McKenzie

Seminar on Overview and insights into regulatory requirements for RA13 (10 May 2024)

Longhui Loo, Director, KPMG

HKTA webinar: New China Cross-border Data Transfer Requirements (11 April 2024)

Chiang Ling Li, Partner, Tiang & Partners

HKTA webinar: Navigating estate planning issues with UK and US connections (27 March 2024)

Ethan Yu, Chantal Matin-Lewis & Diane Cecilia Yu, Withers

HKTA & HKSI Institute Information session on TTC (version 2.0) and becoming a CTP (4 Mar 2024)

Speakers from HKTA and HKSI

HKTA - Notices of 2023 Annual General Meeting (12 December 2023) and Election of Executive Committee

nil

HKTA Conference 2023

Various

Webinar on How families can make financial plans for special needs children? (24 Aug 2023)

Sherlynn Chan & Hazel Wong, Deacons

Seminar - Navigating the new tax regime and regulatory landscape for family offices in HK (7 Jul 23)

Various

Webinar :Who really owns your family assets? Third party interests in Family Proceedings (20 Jun 23)

Sherlynn Chan, Family & Private Wealth Partner, Deacons

HKTA Seminar on SFC’s RA13 (12 June 2023)

Officials of Securities and Futures Commission (SFC)

Seminar on Family Office Governance (11 May 2023)

Zac Lucas, Partner, Spencer West LLP

Webinar on Highlight on mental capacity law in Hong Kong (5 May 2023)

Sherlynn Chan & Hazel Wong, Deacons

Webinar on The Common Law in Hong Kong: What does it mean for business and what is its future?

The Hon Geoffrey Ma GBM, the former Chief Justice of Hong Kong

Webinar: Update on the New China Regulations on Cross-Border Personal Data Transfer (28 March 2023)

Chiang Ling Li, Partner, Tiang & Partners

HKTA Annual General Meeting - 9 December 2022

Executive Committee

Joint Webinar on Hong Kong’s new regime for taxing foreign source income

Various

Webinar on Family Office Trust – Best Practice Governance and Precautions to avoid disputes

David Brownbill KC and Zac Lucas

Webinar Series on ESG - Part II (14 Oct 2022)

Ms. Loretta Ng and Ms. Enci Wang, PwC

Webinar - HKMA’s Supervisory Policy Manual in relation to regulation & supervision of Trust Business

Mr. Jeffrey Hau, Mr. Nelson Lee, Miss Jacqueline Shek and Miss Lucia Chan

Webinar Series on ESG - Part I (16 Sept 2022): rescheduled on 29 Sept 2022

Ms. Loretta Ng and Ms. Enci Wang, PwC

Webinar on eMPF

Ms. Cynthia Hui, Executive Director MPFA & others

Webinar on Taiwan CFC, CRS and other updates on the overall tax implications on Taiwan HNWIs

Michael Wong / Peggy Chiu, partners of Baker McKenzie Taipei

Webinar on China’s personal data law and its impacts on businesses (15 Feb 2022)

Barbara Li, Head of Corporate, Rui Bai Law Firm; Chiang Ling Li, Head of IP, Tiang & Partners

HKTA Annual General Meeting - 9 December 2021

Executive Committee

HKTA 2021 Conference - Tuesday 23 November 2021

Various

Webinar on Collective Investment Schemes and Impacts on the Trustee Industry (7 Oct 21)

Please see below

Webinar series on Family office in Hong Kong (Session B) - 16 Aug 2021

Please see below

Webinar on IPO Tax Issues for Chinese Companies and Entrepreneurs (22 July 2021)

Alice Zhang, Tax Partner – King & Wood Mallesons

Webinar series on Family office in Hong Kong (Session A) - 14 Jul 2021

Please see below

Launch of the KPMG & HKTA Hong Kong Trust Industry Spotlight :Taking centre stage (Tue 22 June 2021)

Please see below

Join Webinar on Community Property and Impact on Trusts (3 June 2021)

Ms. Jane Ren (Partner, Fangda Partners, Shanghai)

Webinar on Overview of Equity Compensation for Employees (26 Apr 2021)

Please see below

Webinar on Guernsey – Our Place in the World (24 March 2021)

Please see below

Webinar on A practical guide to judicial trustees and the supervisory role of the Court (9 Mar 2021)

Mr. Stefano Mariani, Partner, Deacons

Webinar on Are you doing your fiduciary duty in minimizing costs and mitigating risks of your client

Please see below

Webinar on Debunking Cloud Transformation Mystery - 30 Oct

Gary Ng, Daryl Li

Webinar on New Type 13 Regulated Activity for Custodians and Trustees of Authorized Funds - 19 Oct

Pauline Woo, Isabella Wong

Joint Webinar on China Civil Code - 15 Sept 2020

Ting Zhang

Webinar on a Case Study of the First Judicial Decision in China on Testamentary Trusts - 28 Aug

Sherlynn Chan, Lusina Ho, Hao Wang

Joint Webinar on a comparison of family trusts in China & Common Law Jurisdictions - 20 Aug 2020

Mr Zheng Hui

Joint Webinar on a comparison of family trusts in China & Common Law Jurisdictions - 28 Aug 2020

Mr Zheng Hui

Webinar Series on the Landmark DBS case - 30 July 2020 (Session B)

Ms. Thelma Kwan & Ms. Angela Law

Webinar Series On The Landmark DBS Case - 16 July 2020 (Session A)

Mr. John Hickin & Ms. Vivien Yip

Joint Webinar on Issues arising on the death of mainland Chinese owning Hong Kong assets - 18 June

Mr. Wong Tak Shing Tep, Mr. Wong Sin Tuen Stephen

Webinar on The Cayman Islands Private Funds Law, 2020 - 9 June 2020

Mr. Nicholas Plowman, Partner, Ogier Hong Kong

Webinar on Assets Management – Recent Trends, Threats & Opportunities in the New Era - 27 May 2020

Ms. Sophia Man, Partner, Baker & McKenzie, Ms. Grace Fung, Special Counsel, Baker & McKenzie

Online Seminar on Collectors and Collections of Chinese Arts and Antiquities

Prof. Steven Gallagher, Associate Dean, Faculty of Law, CUHK

Seminar on CRS update - 15 Jan 2019

Please see below

HKTA Annual General Meeting - 9 January 2020

Executive Committee

Seminar on PRC New Foreign Investment Law - 9 Jan 2020

Please see below

HKTA Annual General Meeting - 9 December 2019

HKTA Executive Committee Member

The Direction of TCSP Regulation & the Impact of the FATF Mutual Evaluation Report on HK

See below

Seminar on Sham and Illusory Trusts and Professional Trustees - 13 Nov 2019 [Cancelled]

Steven Gallagher, Associate Professor of Practice in Law, Associate Dean (Teaching & Learning), The Faculty of Law, CUHK

HKTA 2019 Conference - Managing Change in an Uncertain Landscape - ENROL NOW (Update) - 22 Oct 2019

Hon Paul Chan Mo-po, Mr James Lau, Mr Roger Wong, Ms Christina Choi, Mr Cheng Yan-chee

Seminar on Pre-IPO Offshore Trusts and PTC Corporate Governance - 9 October 2019

Peter Ch’ng, Partner, Conyers Dill & Pearman

Seminar on Charities Law and Practice in Hong Kong - 23 Sep 2019

Mr Stefano Mariani - Counsel and Head of Tax & Trusts, Deacons, Hon. Secretary of the Hong Kong Trustees’ Association

Legal Issues about the Creation of Offshore Trusts by Married Residents in Mainland China

Ms. Yanmei Chen and Ms. Nafei Li

Seminar on Other Developing Issues for Trustees [Joanna Caen] - 26 June 2019

Ms Joanna Caen, Partner, Private Wealth Team, Herbert Smith Freehills

Seminar on The Importance of Tax Planning for Immigrating to Australia - 17 June 2019

Ms Ilana Kramarov, Managing Director, Torque Tax

Seminar on Disgruntled Beneficiaries – What to do when you’re sued [Joanna Caen] 11 June 2019

Ms Joanna Caen, Partner, Private Wealth Team, Herbert Smith Freehills

Seminar on Inter-beneficiary disputes - what to do when you’re caught in the middle

Ms Joanna Caen, Partner, Private Wealth Team, Herbert Smith Freehills

Seminar on Disclosure of fees and charges for pension and retail funds - 26 Apr 2019

Mr Darren McShane, Securities and superannuation consultant and former Chief Regulation & Policy Officer and ED of MPFA

Seminar on CRS Obligation to Monitor Status of Financial Accounts

Mr Zac Lucas, Founder of Centenal Legal Technology Group

Joint Seminar on “Employee Benefit Schemes - Trust and Non-Trust” - 7 March 2019 (Thursday)

Ms Alison Parkes, Ms Alix Chan, Mr Tyrone Chan and Mr Michael Shue

Seminar on Changing Trustees - who is entitled to what - 23 January 2019

Ms Joanna Caen and Ms Melanie Ison

Seminar on U.S. Update - When Beneficiaries Lose Their Passport - By Choice or By Force

Ms Suzanne M Reisman - Law Offices of Suzanne M. Reisman

HKTA Annual General Meeting - 11 December 2018

Executive Committee

Seminar on ESOT - why they are key to a successful company share plan

Ms Elaine Graham, Head of Employer Solutions for ZEDRA, Guernsey

Seminar on Trustees’ Liabilities - a practical and up-to-date introduction - FULL HOUSE

Mr Stefano Mariani (Counsel and Head of Tax & Trusts, Deacons, Hon. Secretary of the Hong Kong Trustees' Association)

New HKTA Accreditation Program (Final call)

HKTA Executive Committee Member

Members Briefing on Training Program - 20 June 2018 (SAVE THE DATE)

HKTA Executive Committee Member

Seminar on Trustee’s Duties & Trust Disputes

Ms Angela Law, Senior Associate of Clifford Chance

Seminar on CRS Mandatory Disclosure and Trust Reporting Update - SEMINAR IS FULL

Mr. Zac Lucas, the Founder of Centenal Legal Technology Group

Seminar on new licensing regime for TCSP and Keeping of Significant Controllers Register (REMINDER)

Ms Margaret Chan, Mr Roger Wong and Ms Ellen Chan

Seminar on the latest technology crime trend and cyber security situation in Hong Kong - Cancelled

Mr. Dicky Wong

HKTA Annual General Meeting - 12 December 2017

HKTA 2017 Conference - How the new Regulatory Environment is going to Impact Trustees in the Future

Lunch-time Seminar on Social Media Landscape in China - 6 September 2017

Daniel Fu, Associate Director, Brand Team, Edelman Hong Kong

Seminar on Business Family Governance - 30 August 2017

Mr Zac Lucas, Partner, Gowling WLG (Singapore)

Seminar on Common Mistakes in Estate Planning - Lessons to be Learned

Mr. Alfred Ip (Partner, Oldham, Li & Nie)

Seminar on Non-Contentious Probate - 27 April 2017

Mr Alfred Ip (Partner, Oldham, Li & Nie)

Lunch Seminar on CRS Practical Guide - 1 March 2017

Mr. Zac Lucas, Partner, Gowling WLG (Singapore)

Am I Able to Act? - Conflicts of Interest in the Private Trust Context?

Ms Jacqueline Shek and Ms Joanna Caen

Seminar on Foreign NGO Law vs Chinese Charity Law - 19 January 2017

Mr, Wang Liwei and Ms. Clare Pearson

HKTA Annual General Meeting - 8 December 2016

HKTA Annual General Meeting - 8 December 2016 (For your attention)

Chairman

Members’ Forum - 8 December 2016

Seminar on Tax, Trusts, and Trustees in Hong Kong - Re-Run

Mr Stefano Mariani (Registered Foreign Lawyer, Deacons, Hon. Secretary of the Hong Kong Trustees' Association)

A Seminar on Tax, Trusts, and Trustees in HK - A Definitive Introduction to the Taxation of Trusts

Mr Stefano Mariani (Registered Foreign Lawyer, Deacons, Hon. Secretary of the Hong Kong Trustees' Association)

Seminar on Employees Stock Ownership Plans: Pre-IPO and Post-IPO

Mr. Oliver Ng, Managing Director, BOCI Securities Limited

Seminar on Cyber Security - 22 March 2016

Mr Kok Tin Gan, Partner, Global Risk Assurance of PwC

A Seminar Jointly Organized by HKRSA & HKTA on Retirement Protection: The Way Ahead

The Hon Matthew Cheung Kin-chung, GBS, JP Secretary for Labour and Welfare

A Short Presentation on The Family Office Business

Ms Jane Yu and Dr Yumei Zhang (Jersey Finance)

Seminar on the OECD Common Reporting Standard (CRS)

CRS team from EY (Ernst & Young) including Financial Services Tax Partner Mr Paul Ho

Seminar on Hong Kong’s New Competition Law

Mr Simon Yung and Mr James Wilkinson

HKTA Annual General Meeting - 9 December 2015 - “SAVE THE DATE”

Seminar on Financial Crime Compliance - 24 November 2015

Mr Scott Williamson, the Co-Founder and Director of FCC Solutions Limited

Seminar on Recent Developments in Matrimonial Law

Mr Jonathan Mok, Partner of Mayer Brown JSM

Seminar on CRS (Common Reporting Standard)

Mr Charles Kinsley, Mr Jeffrey Hau, and Ms Ada Wong

Seminar on Mutual Recognition of Funds - UPDATE

Ms Christina Choi, Senior Director of Investment Products of the Securities and Futures Commission

Seminar on AEOI (Automatic Exchange of Information)

Ms Mable CHAN and Mr Brian CHIU

Asset Protection Trusts - Do They Work? - 30 March 2015

Mr Adrian Taylor

A Talk on FATCA - 5 February 2015

Mr Jason Collins

HKTA Annual General Meeting - 8 December 2014

Members’ Forum - 8 December 2014 - “Save the date”

HKTA Survey Questionnaire

Seminar on Estate Planning in Mainland China and Hong Kong : A Comparison

Ms Hao Wang (of Rayyin & Partners) and Mrs Christine Koo (of Christine M Koo & Ip)

Seminar on Investment Oversight For Trustees

Mr. Richard Sayers of Enhance Group Ltd

Risks in business changes, conflicts of interest and external service of trustee industry

Dominic Wu (MD and Senior Risk Manager, Financial Markets and Treasury Services, BNY Mellon)

The New UK Statutory Residence Test

Nisha Singh

HKTA Conference 18 November 2013

The Hon Professor K C Chan, Secretary for FSTB, and others

Canadian Tax Update 2013

Michael Cadesky and Grace Chow (Cadesky & Associates)

Joint Industry FATCA Seminar

Mr Jackie Liu, FSTB and many others

Exchange of Information Update

Steven Sieker, Partner, Baker & McKenzie

Trustee mistakes and fiduciary duties: the next chapter

Shân Warnock-Smith QC and Andrew de la Rosa

Pre-nuptial arrangements

Rita Ku, Withers Hong Kong

Professionalising the Philanthropy Offering - a panel discussion

Paul Angwin (People and Planet), Edwin Lee (HKCSS Wise Giving Ltd) and Maurice Machenbaum (WISE - philanthropy advisors)

The recent UK budget and other UK tax, trust and real estate issues

Messrs John Barnett, Philip Beer and Jon Rollason of Burges Salmon LLP (UK)

Navigating Trust Disputes - Trustees and Litigation

Susan Kendall (Partner, Baker & McKenzie, Hong Kong)

Where do FATCA final regulations leave MPFs, ORSOs and their trustees?

Ms Angelica Kwan and Mr Duncan Fitzgerald (Partners, PricewaterhouseCoopers Hong Kong)

How Monaco can be of use to optimise French real estate ownership

Cecile Acolas, Partner, Rosemont Consulting SARL, Monaco

PRC tax and matrimonial issues in structuring sales of PRC businesses

Todd Beutler and Todd Wang, DLA Piper

NGO Boards: why governance matters

Mr Michael Lai, Mr Chris Priestley and Ms Su-Mei Thomson

New UK tax changes affecting residential property: the final countdown

Mr Simpn Phelps, Partner, Berwin Leighton Paisner

Emerging risks faced by the trust industry

Mr Dominic Wu (Managing Director and Senior Risk Manager, Financial Markets and Treasury Services, Bank of New York Mellon)

Financial Dispute Resolution

Ms Sou Chiam, CEO, Financial Dispute Resolution Centre

Business Succession Planning

Marcus Leese, Partner, Ogier

A Wealth of Information - Herbert Smith’s Guide to Private Wealth in Asia

Robert Hunter (Partner, Herbert Smith, London) and Richard Norridge (Snr. Associate, Herbert Smith, Hong Kong)

FATCA and its application to offshore trusts

Richard Weisman, Baker & McKenzie

Hong Kong’s new anti-money laundering and counter-terrorist financing ordinance

Travis Benjamin and Steven Sieker (Baker & McKenzie)

Asset Protection Trusts

Katie Graves (Partner, Withers) and Patrick Hamlin (of Counsel, Withers)

New UK tax changes affecting residential property

Mr Simon Phelps (Partner, Berwin Leighton Paisner LLP)

An operations/advisory session on FATCA for the retirement schemes industry

Mr Duncan Fitzgerald, Mr Timothy Clough and Ms Angelica Kwan (partners of PricewaterhouseCoopers Hong Kong)

Manager Selection and Monitoring

Mr Alvin Tay and Ms Laura Rieber (Cambridge Associates Asia Pte Ltd)

Contentious Trusts

Mr Nicholas Holland (Partner, Bircham Dyson Bell LLP)

Hedge Funds: why invest in them and how to manage the associated risks

Mark Dalton and Damien Tan (Cambridge Associates Pte Ltd

How to have your cake and eat it: options for retaining control in BVI and Cayman trust structures

Henry Mander (Senior Associate - Trusts, Harneys)

The Credit Crunch and issues for Trustees

Mr Richard Boutland

FATCA and how it will impact trust companies

Mr Karl J Paulson Egbert

Investment Planning Fundamentals

Mr Damien Tan and Mr Mark Dalton

Professional Indemnity Insurance

Ms Tristan Ang, Lockton Pro Fin (Financial Institutions)

Practical uses of STAR and VISTA trusts

Mr Richard Grasby, Associate, Maples and Calder

A Seminar on Trustees and Corporate Service Providers: Is Everyone a Money-Launderers?

Mr Michael C Blanchflower, SC

Applications in respect of mentally-incapacitated persons

John Budge (Wilkinson & Grist)

UK and international tax planning using UK-registered companies and partnerships

John Swann (Jordan's)

Bahamas Landfall

Bahamas Financial Board

Bahamian Developments

Wendy Warrne (Bahamas Financial Services Board)

Due Diligence, Governance and Risk Control on fund operations

Dominic Wu (Bank of New York Mellon)

STEP half-day philanthropy workshop

-

Trust Planning for Taiwan Residents

Michael Wong (Baker & McKenzie)

Anti-Money Laundering and CFT

Narcotics Division, Security Bureau

Wills v Trust - a Brief Comparison

Justin Appleyard and Richard Grasby (Maples and Calder)

FATCA: Distinguishing fact from fiction

Jay F Krause, Withers

A singular route to immortality

Malcolm Kemp, Stephenson Harwood

Sham Trusts and BVI Beddoes’ applications

Victor Joffe and Ian Mann (Harneys)

Use of BVI Companies to act as trustees and protectors

Zac Lucas (Ogier)

STEP Members’ forum on regulation of trustees

Panelists: William Ahern (Family Capital Conservation Ltd), Mark Lea (Lea & White International Advisers Ltd), and Steven Sieke

HKTA Members’ Forum to discuss key initiatives

-

Comparison of DTA networks of key regional jurisdictions

Mark Lea

Exchange of information provisions in treaties and DTA’s

Steven Sieker

Principal features of double tax agreements

Patrice Marceau

Tax Treaties: four one-hour sessions: An introduction to DTA’s

William Ahern

BVI Securities and Investment Business Act 2010

Barry Mitchell (Maples & Calder)