AIAM Q4 EVENT | 30 OCTOBER
Wealth Preservation Strategies:
Life Assurance Policies and Trust

HNW clients need sophisticated solutions to help them manage their wealth efficiently in terms of tax liabilities and estate planning. More so if they own assets in multiple jurisdictions.

An example of such solution would be a life assurance policy to wrap around complex assets or trust structuring.

How will Life Assurance Policies and Trust Structures help HNW clients manage an efficient wealth, tax and estate planning?

1. Use insurance wrappers and trust structures to deliver a unique proposition for better client outcomes, leading to more referrals and improving AUM retention.
2. Understand how custodian agreements can complement this proposition.
3. How such structures work within the CRS framework to reduce the complexity and operational demands needed for compliance.

This exclusive event is limited to 35 pax only.

2 hours CPT certificate will be provided for the participants who attend the entire session.

Keynote Speaker

David Denton   

Head of International Technical sales
BSc. (Hons), FPFS, IMC
As Old Mutual International’s technical sales manager, David works with financial advisors, their introducers and clients all over the world, specialising in taxation, trusts and pensions.

With several decades of practical international experience, he is an accomplished presenter, having spoken on industry matters and technical subjects for trade bodies, private banks, international IFAs and training providers.

Kindly note that a SGD50.00 no-show penalty fee is applicable for this event. If you would like to register now but are unable to attend closer to date, please inform support-SG@aiam.org.sg 48 hours before event day. Thank you!