CREATING THE BEST WEALTH MANAGERS
ESTATE PLANNING SERIES:
TOOLS FOR HANDLING INTERGENERATIONAL WEALTH TRANSFER AND ESTATE PLANNING FOR
WEALTH OWNING FAMILIES
Thursday, 24 April 2014, 2:00PM – 5:00PM
Fees : $535 (inclusive of 7% GST)
Speaker : Chan Ee Lin
The objective of this 3 hour session is to help private bankers feel more confident about initiating conversations with clients about wealth planning. Participants will gain
relevant and practical insights on how they can be better positioned and differentiated from the competition, by adopting a more holistic approach to their clients' needs,
through wealth planning solutions.
Each life stage has unique challenges and opportunities. By understanding a client's needs and values and designing wealth planning solutions with their best interests
in mind, participants will learn how to engage their clients and their families to help them attain their long term objectives of wealth preservation, inter-generational
wealth transfer and succession planning. Participants will be taught how to identify their client's latent wealth planning needs and to develop solutions through an
in-depth coverage of topics such as inter vivos gifts, wills, companies, trusts and foundations .
This topic makes extensive use of real life case studies focusing on Asian families, to reinforce the application of wealth planning concepts and solutions.
WORKSHOP CONTENT
• Key Considerations for Wealth Planning
o Identifying Client’s needs
o Type and location of assets
o Taxation – connecting factors
o Need for control
• Key Legal Concepts and Mini Case Studies
• Developing Solutions – using tools in the Wealth Planning Toolbox
o Inter-vivos gifts
o Joint accounts
o Wills
o Companies
o Trusts
o Foundations
ABOUT THE SPEAKER
CHAN EE LIN
An award-winning trust, estate and wealth planner with extensive Asia-Pacific expertise and over 20 years of experience in the finance sectors of Singapore, Hong Kong,
Geneva and Luxembourg. Ee Lin provides highly tailored multi-jurisdictional succession and estate planning solutions for high net worth individuals and family
businesses, typically using structures such as trusts, charitable foundations, companies, partnerships, private trust companies and bespoke insurance policies and
wrappers.
Currently Adjunct Faculty at Singapore Management University’s Lee Kong Chian School of Business, Ee Lin also develops content for and teaches multiple programs at
Temasek’s Wealth Management Institute while running her own wealth planning consultancy for high net worth clients.
Most recently, Ee Lin was Head of Wealth Planning at Coutts and spearheaded the bank’s philanthropy advisory service in Asia. She won the RBS Wealth Management
Excellence award in 2008 from a global field of 600 nominations.
Her prior experience includes CEO and Regional Head roles at Clariden Trust Company (Singapore), ABN AMRO Private Banking, Bankers Trust Company and the Monetary
Authority of Singapore; and she has held board director roles at both for-profit and non-profit organisations in Singapore. As the Immediate Past President of the Financial
Women’s Association Singapore (FWA), Ee Lin currently serves on the boards of FWA, BoardAgender, World Wide Fund for Nature, and Charities Aid Foundation. A full
member of the Society for Trust and Estate Practitioners (STEP) who has served on several sub-committees of STEP Singapore, Ee Lin also has served on the Government
Parliamentary Committee for Finance and Trade since 2009.
Married with one son, Ee Lin holds a Bachelor’s degree in Economics from Stanford University and an MBA in International Wealth Management from Carnegie Mellon
University, Tepper School of Business.
ABOUT THE WMI CPD SERIES
Responding to the strong demand for training wealth professionals, WMI provides Continuing Professional Development (CPD) opportunities for
individuals to upgrade their skills and competencies.
The WMI CPD Series is aimed at raising the competencies of Covered Persons, including product knowledge, asset allocation, wealth and tax planning,
ethics, compliance and legal issues, and client relationship management skills.
This course is eligible for 50% funding under the Financial Training Scheme*
The Institute of Banking and Finance (IBF) administers Financial Training Scheme (FTS) grants to financial sector organisations that sponsor
eligible participants to training programmes that meet qualifying criteria. For more details, please visit www.ibf.org.sg, or contact IBF via
funding@ibf.org.sg
*Terms and Conditions apply.
Wealth Management Institute Pte Ltd
(Regn No 200303588Z)
60B Orchard Road
#06-18 Tower 2
The Atrium@Orchard
Singapore 238891
Tel : (65) 6828 6988
Fax : (65) 6821 1155
E-mail : exec.devt@wmi.com.sg
Website : www.wmi.com.sg
WMI CPD Series Application Form
Title:
Date:
Time:
Estate Planning Series Tools for Handling Intergenerational Wealth Transfer and Estate Planning for
Wealth Owning Families
24 April 2014
2pm – 5pm
Instructions:
1) Please submit the completed form, together with a photocopy of NRIC (for Singaporeans or Singapore Permanent Residents);
or Employment Pass (Singapore-based foreigners) and email to wendyloh@wmi.com.sg by 28 March 2014.
2) Please mail the fee of S$535.00† (including 7% GST) per participant by 4 April 2014 via cheque in favor of “Wealth
Management Institute Pte Ltd” to:
Wealth Management Institute Pte Ltd
60B Orchard Road, #06-18 Tower 2, The Atrium@Orchard, Singapore 238891
†
Companies/Institutions may apply for the Institute of Banking and Finance (IBF) grant support under the FSDF Financial Training Scheme (FTS)^.
The FSDF FTS subsidy of 50% is applicable only to corporate-sponsored candidates who are (i) Singapore Citizens or Singapore Permanent
Residents; (ii) of executive level & involved in or supporting financial sector activities; (iii) physically based in Singapore. The grant does not
support GST and will be disbursed on a reimbursement basis which is subject to eligibility criteria, and terms and conditions.
^ Claims are to be submitted to the Institute of Banking and Finance (IBF). Details on the claims submission procedure and requirements will be
available on www.ibf.org.sg. Please contact the IBF at funding@ibf.org.sg for claims enquiries.
3) For further inquiries, contact Ms Wendy Loh at 6828 6927 or email: wendyloh@wmi.com.sg.
Name as in NRIC / Work Pass (Please underline Surname/Family Name)
Covered Person
☐ Dr ☐ Mr ☐ Mrs ☐ Ms
Organisation
☐ No
Mailing Address
Business Segment
☐ Private Banking
☐ Private Clients
☐ Priority Banking
☐ Yes
Designation
☐ Retail Banking
☐ Financial Advisory
☐ Others: (Pls. specify)
__________________________
Department
☐ Private Banker
☐ Relationship Mgr
☐ Asst. Private Banker
☐ Asst. Relationship Mgr
☐ Product/Investment Specialist ☐ Others: (Pls. specify)
_______________________
Finance Sector Experience
☐ 0 to 3 years
☐ >10 to 15 years
☐ >3 to 6 years
☐ >15 years
Contact Details:
Office No.:
Email Address (Office):
Mobile Phone:
Email Address (Personal):
Date of Birth (dd/mm/yyyy)
Age
☐ >6 to 10 years
Gender
☐ Male
Nationality
Country of Birth
For Singaporean / Singapore PR: NRIC No.
For Singapore-based Foreigners
☐ Female
Do you currently possess a valid work pass? ☐ Yes ☐ No
Please provide your
Foreign Identification No.(FIN):
Dietary Restriction:
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WMI CPD Series Application Form
Title:
Estate Planning Series Tools for Handling Intergenerational Wealth Transfer and Estate Planning for
Wealth Owning Families
24 April 2014
2pm – 5pm
Date:
Time:
Declaration (For Corporate / Self-sponsored Candidates):
o I/We declare that the information provided in the WMI CPD Series Application Form are true to the best of my/our knowledge and belief,
and that I/we have not wilfully suppressed any material fact. I/We also understand that if after the approval of the application, it is found
that I/we have made a false declaration or wilfully suppressed material facts, I/we may be required to withdraw from the seminar and any
fee paid will not be refunded.
o I/We understand that 100% attendance is a prevailing requirement to be awarded the WMI CPD Series Certificate of Attendance.
o I/We understand that any changes to my enrolment/the nomination of candidates have to be submitted in official writing to WMI before
28 March 2014, otherwise the 100% cancellation penalty will be applicable. I/We understand that it is WMI’s policy not to waive/refund any
monies charged/paid should I/any nominated candidate(s) withdraw from the course on/after 28 March 2014.
Candidate’s Signature
Date (dd/mm/yy):
The following should be completed by the Sponsoring Company/Institution:
o In addition to the above declarations, we understand that if after the approval of the application, it is found that we have made a false
declaration or wilfully suppressed material facts, the nominated candidate(s) may be required to withdraw from the seminar and any fee
paid will not be refunded and monies awarded under the FSDF for Financial Training Scheme (FTS), if any, will be recovered.
o We understand that the offer of admission by the WMI is conditional upon the nominated candidate(s) satisfying all prevailing criteria for
admission.
o We understand that any Financial Training Scheme (FTS) or other subsidies for the WMI CPD Series are subject to the applicable criteria and
discretion of the Authority.
Name of Authorised Signatory
☐ Dr ☐ Mr ☐ Mrs ☐ Ms
Designation & Department
Authorised Signature & Date (dd/mm/yy)
Company Stamp
Name of Contact Person
☐ Dr ☐ Mr ☐ Mrs ☐ Ms
Designation & Department
Tel
Fax
Email
Company Mailing Address
For Official Use
□ AC
Processed by:
Signature & Date:
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