<p class="MsoNormal" style="mso-para-margin-top: 0cm; mso-para-margin-right: .45gd; mso-para-margin-bottom: .0001pt; mso-para-margin-left: 24.0pt; text-indent: -24.0pt; mso-list: l0 level1 lfo1; layout-grid-mode: char; margin: 0cm 5.4pt .0001pt 24.0pt;">l<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-variant-position: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';">&nbsp; &nbsp;Explain the law on Trust and Family Office and explain how high-end clients use family offices to achieve sustainable family wealth and succession
<p class="MsoNormal" style="mso-para-margin-top: 0cm; mso-para-margin-right: .45gd; mso-para-margin-bottom: .0001pt; mso-para-margin-left: 24.0pt; text-indent: -24.0pt; mso-list: l0 level1 lfo1; layout-grid-mode: char; margin: 0cm 5.4pt .0001pt 24.0pt;">l<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-size-adjust: none; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-variant-position: normal; font-variant-emoji: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';">&nbsp;&nbsp; Analyze the family and corporate asset allocation arrangements commonly used by family offices and Trustee or by insurance
<p class="MsoNormal" style="mso-para-margin-top: 0cm; mso-para-margin-right: .45gd; mso-para-margin-bottom: .0001pt; mso-para-margin-left: 24.0pt; text-indent: -24.0pt; mso-list: l0 level1 lfo1; layout-grid-mode: char; margin: 0cm 5.4pt .0001pt 24.0pt;">l<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-size-adjust: none; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-variant-position: normal; font-variant-emoji: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';">&nbsp;&nbsp; New policy measures implemented by the HK government towards developing Family Office in HK and their implications:
<p class="MsoNormal" style="mso-para-margin-top: 0cm; mso-para-margin-right: .45gd; mso-para-margin-bottom: .0001pt; mso-para-margin-left: 48.35pt; text-indent: -24.0pt; mso-list: l0 level1 lfo1; layout-grid-mode: char; margin: 0cm 5.4pt .0001pt 48.35pt;">-<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-size-adjust: none; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-variant-position: normal; font-variant-emoji: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Legal concept of wills, usual tool of wills and legal requirements
<p class="MsoNormal" style="mso-para-margin-top: 0cm; mso-para-margin-right: .45gd; mso-para-margin-bottom: .0001pt; mso-para-margin-left: 48.35pt; text-indent: -24.0pt; mso-list: l0 level1 lfo1; layout-grid-mode: char; margin: 0cm 5.4pt .0001pt 48.35pt;">-<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-size-adjust: none; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-variant-position: normal; font-variant-emoji: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Explain what is a Trust and advantages of setting up a Trust &amp; common legal issues arising from a Trust
<p class="MsoNormal" style="mso-para-margin-top: 0cm; mso-para-margin-right: .45gd; mso-para-margin-bottom: .0001pt; mso-para-margin-left: 48.35pt; text-indent: -24.0pt; mso-list: l0 level1 lfo1; layout-grid-mode: char; margin: 0cm 5.4pt .0001pt 48.35pt;">-<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-size-adjust: none; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-variant-position: normal; font-variant-emoji: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Explain what is Family Office
<p class="MsoNormal" style="mso-para-margin-top: 0cm; mso-para-margin-right: .45gd; mso-para-margin-bottom: .0001pt; mso-para-margin-left: 48.35pt; text-indent: -24.0pt; mso-list: l0 level1 lfo1; layout-grid-mode: char; margin: 0cm 5.4pt .0001pt 48.35pt;">-<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-size-adjust: none; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-variant-position: normal; font-variant-emoji: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Strategic choices in deciding to set up a Trust / a Family Office
<span lang="EN-US" style="font-size: 12.0pt; font-family: 'Arial',sans-serif; mso-fareast-font-family: 新細明體; mso-ansi-language: EN-US; mso-fareast-language: ZH-HK; mso-bidi-language: AR-SA; mso-bidi-font-weight: bold;">3 IA CPD Hours and 3 MPFA CP<span lang="EN-US" style="font-size: 12.0pt; font-family: 'Arial',sans-serif; mso-fareast-font-family: 新細明體; mso-ansi-language: EN-US; mso-fareast-language: ZH-HK; mso-bidi-language: AR-SA; mso-bidi-font-weight: bold;">D non-core Credits
<p class="MsoNormal" style="mso-para-margin-top: 0cm; mso-para-margin-right: .45gd; mso-para-margin-bottom: .0001pt; mso-para-margin-left: 48.35pt; text-indent: -24.0pt; mso-list: l0 level1 lfo1; layout-grid-mode: char; margin: 0cm 5.4pt .0001pt 48.35pt;">&nbsp;

Mr. Roy Leung 梁秉釗律師
<ul>
<li>薜馮鄘岑律師行合伙人</li>
<li>中國委託公證人</li>
<li>粵港澳大灣區執業律師</li>
</ul>
&nbsp;Ms. Theresa Law 羅麗萍律師
<ul>
<li><span lang="ZH-HK" style="font-size: 12.0pt; font-family: '新細明體',serif; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial; mso-bidi-font-family: Arial; mso-ansi-language: EN-US; mso-fareast-language: ZH-HK; mso-bidi-language: AR-SA;">薜馮鄘岑律師行律師</li>
</ul>

Estate Planning, Trust and Family Office

l&nbsp; &nbsp;Introduction to blockchain and distributed ledgers
l&nbsp; &nbsp;Enterprise blockchains
l&nbsp; &nbsp;Application of blockchain for insurance
3 IA CPD Hours and 3 MPFA CPD non-core Credits

Ms. Helen Ye
Helen is the CEO of Qubit Underwriting, a Hong Kong-based MGA specialised in digital asset insurance. With nearly 20 years of expertise in underwriting and risk management, she is a well-recognized leader&nbsp;in the international (re)insurance industry. Passionate about technology, she has a proven track record of introducing innovative products and services and pioneered the development of digital asset insurance since 2021.&nbsp;
Helen started her career at AIR Worldwide (now Verisk) in 2005, supporting Bermudian reinsurers. In 2007, she became AIR's Asia Manager, working with leading (re)insurers across the Asia market. After joining Aon Re in 2010 as Managing Director of Greater China, she focused on catastrophe reinsurance and grew the company into China's top reinsurance broker. Helen began her underwriting career in 2018 as the General Manager of Underwriting at Bank of China Group Insurance, and later, Head of SME Underwriting of QBE Asia.&nbsp;
Helen holds a B.S. from Peking University and a Master's in Public Finance from the University of Chicago.
Ms. Ginny Ngan
Ginny Ngan is a dedicated professional with a background in sales, marketing, product development, and project management. In her role as Vice President at Qubit, a leading underwriter for digital asset insurance in APAC, she specializes in underwriting, where she assesses risk and structures insurance solutions to support the growing digital asset market.
Ginny began her career at Hang Seng Bank in Hong Kong, where she worked on customer acquisition and digital FinTech products, contributing to the design and optimization of customer journeys. Prior to joining Qubit, she served as a Senior Business Development Manager at a virtual insurance company, building and managing customer relationships, as well as driving sales and marketing initiatives to strengthen brand presence in the Web3 space.
Ginny holds a B.A. in Political Economy from the University of California, Berkeley, and an MBA from the Chinese University of Hong Kong. She is passionate about leveraging her skills to make a meaningful impact in the industry.

Blockchain and Insurance

l&nbsp; &nbsp;Threat landscape
l&nbsp; &nbsp;Cyber insurance
l&nbsp; &nbsp;Incident response management
l&nbsp; &nbsp;To pay or not to pay a ransom?
l&nbsp; &nbsp;Identifying notification requirements
l&nbsp; &nbsp;Personal Data (Privacy) Ordinance
l&nbsp; &nbsp;Managing public relations
3 IA CPD Hours and 3 MPFA CPD non-core Credits

Ms. Flora Leung
Flora Leung is a Senior Associate at RPC. She advises clients on contentious matters of a criminal, civil, regulatory, or disciplinary nature. She has extensive experience providing cyber incident response services, advising on data privacy and notification requirements, and assisting clients in asset tracing and recovery efforts in cross-border fraud and cybercrime.
&nbsp;
Ms. Jacqueline Wai
Jacqueline started her career with Burson&rsquo;s predecessor Burson Marsteller Hong Kong in 2009 and is currently a Senior Director with the company&rsquo;s Corporate and Public Affairs Practice.
With over 15 years of experience, Jacqueline is a strategic communications professional specialized in corporate and public affairs communications, reputation management, crisis and issues mitigation strategy, stakeholder engagement, strategic content counsel and development, research and analysis, international media relations and multi-market campaign development and implementation.
&nbsp;
Mr. Kong Xiangrui
 Kong Xiangrui serves as a Senior Director at Ankura, located in Hong Kong SAR, where he leads the Digital Forensics and Incident Response (DFIR) technical team. As a specialist in DFIR, Kong possesses extensive expertise in digital forensics, incident response, and providing technical guidance for civil, criminal, and regulatory cases. He has advised on a range of technical issues, including ransomware attacks, network intrusions, complex data breaches, intellectual property theft, and business email compromises.

Education

Pilot Programme

16

Jul

Estate Planning, Trust and Family Office

22

Jul

Cyber Risks Insurance

5

Aug

Blockchain and Insurance

About PIBA

News & Updates

Membership

Events & Activities

Education

Pilot Programme

16

Jul

Estate Planning, Trust and Family Office

22

Jul

Cyber Risks Insurance

5

Aug

Blockchain and Insurance

Jul – Aug 2025

About PIBA

News & Updates

Membership

Events & Activities