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STEP (Singapore)'s 1st Brown Bag Session: "How To Handle Objections" (22 November 2018)
Thursday 22 November 2018, 12:00 - 13:30

About this Session

The STEP (Singapore) Branch is pleased to introduce its Brown Bag Sessions for STEP members - small informal lunchtime sessions conducted by the Branch for professionals and STEP members to share their experience and knowledge in dealing with tricky practice issues.

The first session will deal with "How to handle Objections". Ashley Ong and Derek Too who have collectively industry experience of more than half a century between them will share their experience and methodology with STEP Student members on how to bring an objection to an acceptable conclusion and keeping both clients and compliance satisfactorily happy.

The session will be limited only to 10 STEP Student members at S$10 nett on a first-come first-served basis!

About the Facilitators: 

Armin

 

Mr.Ashley Ong – Managing Director, Lion Trust (Singapore) Limited

Ashley Ong is the Managing Director of Lion Trust (Singapore) Limited, an independent trust company. He has over 22 years of experience in the trust industry advising high net-worth clients and their families mainly in Asia such as China, Hong Kong, Republic of China, Thailand, Malaysia and Indonesia) on asset protection, succession, legacy and inheritance planning. He is also well versed in corporate restructuring and was involved in setting up several listed real estate investment trusts in Singapore. In Liontrust, Ashley is responsible for the overall business management of the company. Prior to joining Liontrust, Ashley spent 12 years with one of the reputable global bank-owned trust company where he held several senior positions in the operations, client services and business development functions.
Ashley obtained his first degree majoring in Banking and Finance from Monash University and a Masters of Business Administration from National University of Singapore.

 

Mr. Derek Too –Director, UBS AG

Derek has over the last 10 years worked with high net worth individuals and families on their succession and wealth structuring plans. His main area of focus is setting up structures to hold the financial and other private assets of clients with the view of meeting their wealth transference objectives in the form of trusts, corporate structures, funds or a combination of these. Having dealt with a diverse range of clients, he has had the opportunity to work with many unique family situations and as a result, conceptualised solutions to varying needs.
He holds a Bachelor of Commerce (Hons) degree, Bachelor of Laws and a Master of Laws from the University of Melbourne.

 Download brochure HERE.

Location :Liontrust (Singapore) Limited, 112 Robinson Road #02-01, L ◦ Suites, Singapore 068902
Contact :Email: This email address is being protected from spambots. You need JavaScript enabled to view it.; Tel: +65-65512784
Number attending this event: 1
$10.00$10.00
$0.00


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