Unit Trusts 101 (9 March 2011, 12-2pm, FTSE Room – Capital Tower)   

      

STEP Singapore was pleased to have speakers from Maples and Calder speaking on unit trusts, the fundamental concepts and operations. Unit trust structure is increasingly being used by private clients as a collective investment vehicle. Such a vehicle allows family to hold diversified classes of assets, family members hold units in the trust.

This topic generated a good discussion from the audience, many of whom were in the institutional trustee business.


Contributed By: Goh Seow Chee - JP Morgan Chase Bank, N.A.

Trust Structures Holding Business Assets Situated in Asia – Pitfalls and Possibilities (15 February 2011, 12-2pm, SGX Auditorium – SGX Centre)

Our February 2011 presentation was the highly anticipated subject of “Trust Structures holding business assets in Asia – pitfalls and possibilities”.

The team of lecturers was made up of Dr. Britta Pfister and Richard Baldock both from Rothschild Trust. While Dr. Pfister is based in Singapore, Mr. Baldock was visiting us from his base in Zurich, Switzerland.

A record attendance from across the trust industry spectrum was present at the SGX Auditorium to hear from the speakers on their experiences of real cases.

       

The first half of the lecture was presented by Dr. Britta who concentrated on the different stages undergone by the trust specialist leading up to the client solution. She then gave way to Richard, who dissected two very interesting trust structures involving assets located in Asia and America and the ramifications of second or third generation migration and other family dynamics. The interaction with the audience was quite active, with participation by way of questions, comments and shows of hands prompted by the speakers. 

The lecture ended with a lively debate on the issue of foreign trusts and their recognition by Singapore courts. Overall participants experienced a great insight into the details of trust solutions with a definite Asian perspective.

 

 

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