Code : 2023054
Event Name : How to use trust to arrange real properties for estate planning
CPD Code : Formal Events
Speaker : Mr. Jimmy Pun, founder and CEO, Adventist Charitable Foundation Limited

Mr. Jimmy Pun has over 30 years of experience in trust and investment.

He joined the Seventh-day Adventist Church in 2019 to launch the not for profit trustee services company in Hong Kong.

Prior to this, Jimmy worked for a number of Family Offices in Hong Kong in the capacity of CEO and Finance Director for 12 years. Where he managed private trust companies, and set up and manage family trusts and charitable foundations for these families.

Previously, Jimmy was a Senior Vice President with HSBC’s trustee in Hong Kong from 2001 to 2008.

Before HSBC, he held senior finance positions with the Hospital Authority, and multi-national corporations in Hong Kong and in the UK.
Event Date : 2023-05-04
Event Time : 7:00 pm - 8:30 pm
Registration Closing Date : 2023-05-02
CPD Hour(s) : 1.5
Divisional PQSL Hour(s) : 1.5
Venue : By online media – ZOOM
Division : PFMD
Organizer : Property and Facility Management Committee
Fee : HK$150 for members; HK$210 for non-members
Priority : First-come-first-served
Language : Cantonese
Details :

This seminar is organized to cover the following topics:

  1. Why high net-worth property and land owners use a family trust to hold these assets?
  2. What are the features of a family trust (Living trust; standby trust; charitable trust) vs investment trust such as REITs?
  3. How does a trust work?
  4. What is the role of the trustee in estate planning?


Programme Rundown

7:00 p.m. ~ 7:10 p.m.   Welcome and Opening Speech (by Moderator)

7:10 p.m. ~ 8:15 p.m.   Speech conducted by the Speaker(s)

8:15 p.m. ~ 8:30 p.m.   Q&A

Remarks :

The event will be conducted online via ZOOM. Upon successful payment of the registration fee, the ZOOM link for joining the CPD event will be available in the CPD/PQSL profile under the "Member Area" of the HKIS website.

On-line registration is not applicable for non-HKIS members. To register, please complete the CPD registration form and return with payment to the HKIS Secretariat.

Please install the Zoom Application in advance at

  • For Mobile phones, iPads & Android, install the ZOOM Cloud Meetings app from App Store or Play Store.
  • For PC and Mac, download and install the Zoom Client for Meetings.
Payment : HKD 150
Face-to-Face/Zoom : By Zoom