Wealth Management Conference 2017

Transcription

1 ASIA PACIFIC Wealth Management Conference APRIL, SINGAPORE 28 APRIL, HONG KONG AGENDA - HONG KONG

2 About the Event ASIA PACIFIC WEALTH MANAGEMENT CONFERENCE 2017 Conference dates: Singapore 26 April 2017 The Westin Singapore 12 Marina View, Asia Square Tower 2, Singapore Hong Kong 28 April 2017 Baker & McKenzie s office 14th Floor, Hutchison House 10 Harcourt Road, Central Hong Kong SAR, China Asia Pacific Wealth Management Conference 2017 Baker McKenzie s annual conference in Asia Pacific for wealth management professionals will be held in Singapore on 26 April 2017 and in Hong Kong on 28 April The conference will bring together practitioners from various Baker McKenzie offices all over the region who will speak on specific topics of interest and share their views on major issues and trends shaping the wealth management industry in Asia Pacific. Participants can expect updates on legal and tax developments in Asia Pacific, as well as developments elsewhere in the world that affect clients and institutions based in the region. Topics of discussion will include but are not limited to: CRS: How are trust beneficiaries, protectors and settlors treated? Coming midshore - opportunities and pitfalls Focus on China Changes to US in the Trump administration Structuring for Malaysian families Voluntary disclosure and amnesty programmes Managing government investigations Recent wealth management cases involving trusts and family disputes

3 Singapore Agenda ASIA PACIFIC WEALTH MANAGEMENT CONFERENCE APRIL 8:30 am to 9:00 am Registration 9:00 am to 9:05 am Welcome and opening remarks 9:10 am 10:15 am Session 1: Regional update Legal and tax developments relevant to wealth planning across the Asian region: Hong Kong, China, Singapore, Indonesia, Japan, Malaysia, Taiwan, Thailand, Philippines, US. 10:15 am 11:15 am Session 2: CRS - How are trust beneficiaries, protectors and settlors treated? 11:15 am 11:30 am Break 11:30 am 12:30 pm Session 3: Coming midshore opportunities and pitfalls Hong Kong, Singapore (and Labuan) Tax issues in midshore jurisdictions - withholding tax, stamp duty, transfer pricing requirements and documentation, substance requirements Alternatives to trusts - limited partnerships, companies limited by guarantee, foundation, open-ended investment companies? 12:30 pm 01:30 pm Lunch 1:30 pm 2:30 pm Session 4: Breakout sessions 4A: Focus on China 4B: Changes to US tax in the Trump administration 4C: Structuring for Malaysian families (operating assets and charitable objectives)

4 Singapore Agenda ASIA PACIFIC WEALTH MANAGEMENT CONFERENCE APRIL 2:30 pm 3:20 pm Session 5: Breakout sessions 5A: Cleaning up - Voluntary disclosure and amnesty programmes (around the world) 5B: Managing government investigations (including issues around non-automatic exchange of information) 3:20 pm 3:35 pm Break 3:35 pm 4:30 pm Session 6: Getting it right for UHNW clients - Setting up private trust companies and family offices 4:30 pm 5:30 pm Session 7: Lessons learnt - Recent cases around the world involving trusts and family disputes 05:30 pm Close of conference

5 Hong Kong Agenda ASIA PACIFIC WEALTH MANAGEMENT CONFERENCE APRIL 8:30 am to 9:00 am Registration 9:00 am 9:10 am Welcome and opening remarks 9:10 am 10:15 am Session 1: Regional update Legal and tax developments relevant to wealth planning across the Asian region: Hong Kong, China, Singapore, Indonesia, Japan, Malaysia, Taiwan, Thailand, Philippines, US. 10:15 am 11:15 am Session 2: CRS - How are trust beneficiaries, protectors and settlors treated? 11:15 am 11:30 am Break 11:30 am 12:30 pm Session 3: Coming midshore opportunities and pitfalls Hong Kong, Singapore (and Labuan) Tax issues in midshore jurisdictions - withholding tax, stamp duty, transfer pricing requirements and documentation, substance requirements Alternatives to trusts - limited partnerships, companies limited by guarantee, foundation, open ended investment companies? 12:30 pm 1:30 pm Lunch 1:30 pm 2:30 pm Session 4: Breakout sessions 4A: Focus on China 4B: Changes to US tax in the Trump administration

6 Hong Kong Agenda ASIA PACIFIC WEALTH MANAGEMENT CONFERENCE APRIL 2:30 pm 3:20 pm Session 5: Breakout sessions 5A: Cleaning up - Voluntary disclosure and amnesty programmes (around the world) 5B: Managing government investigations (including issues around non-automatic exchange of information) 3:20 pm 3:35 pm Break 3:35 pm 4:30 pm Session 6: Getting it right for UHNW clients - Setting up private trust companies and family offices 4:30 pm 5:30 pm Session 7: Lessons learnt - Recent cases around the world involving trusts and family disputes 5:30 pm - 7:30 pm Close of conference / Client Cocktails

7 Registration Details ASIA PACIFIC WEALTH MANAGEMENT CONFERENCE 2017 Key Contacts Singapore 26 April 2017 Hong Kong 28 April 2017 To confirm your attendance, please register by clicking on the corresponding buttons above and completing the online registration form. Our registration system requires new users to create a log-in account for security and recording purposes; returning users with log-in accounts can simply log in to access the form. If you have any questions regarding registration, please contact Jeannine Teves at jeannine.teves@bakermckenzie.com. Registration: Jeannine Teves Coordinator, Global Meetings & Events Tel: jeannine.teves@bakermckenzie.com Agenda: Maila Villadelgado Manager, Business Development Tel: maila.villadelgado@bakermckenzie.com Logistics: Zoe Montenegro Manager, Global Meetings and Events Tel: zoe.montenegro@bakermckenzie.com Registration Fees Asia Pacific Wealth Management Conference 2017 Location Singapore Hong Kong Individual SGD 340 [before GST] HKD 1,360 Group of 3+ SGD 300 [before GST] HKD 1,160 Booking conditions 1. Registration is open until Friday, 14 April Seating is limited, thus registering early is recommended. 2. To guarantee your place, registration fees must be received in full before Wednesday, 19 April Payments will be managed by the Baker McKenzie Billing & Finance Support Centre in Manila and they will contact you directly regarding your payment. 3. We offer a concession for multiple attendees (3 or more) from the same company attending the conference in the same location. All group members must be registered via the online registration form before the invoice can be provided reflecting the discounted group rate. 4. A full refund (net of any applicable charges) will be given for cancellations received by the registration deadline. Cancellations beyond said date will not be given refunds; however, replacement delegates can be accepted in place of those who wish to cancel their attendance. Cancellation and replacement delegate requests should be made through the online registration system. 5. In the event of cancellation or postponement of the event by Baker McKenzie, fees will be refunded promptly and in full. Baker McKenzie will not be held liable for circumstances beyond its control which lead to the cancellation or variation of the programme. 6. Baker McKenzie reserves the right to refuse entry to the conference. In the event of a registration not being accepted by Baker McKenzie, the total amount paid will be refunded. Continuing Legal Education An application has been made for Hong Kong CPD points with the Law Society of Hong Kong. General CLE credit hours will be available for the State Bar of California and New York State CLE Board.

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