In today’s economic environment, wealth protection and preservation have taken on new levels of importance. The WMI Advanced Certificate in Trust Services (ACTS) programme equips participants with advanced level knowledge, practical techniques and strategies to help clients achieve their long-term succession and wealth preservation objectives.

Key features

Comprises two modules in Advanced Trust Administration (ATA) and Advanced Trust & Estate Planning (ATEP) spanning four weeks.
Covers best practices, legislations, law, codes of conduct, regulations, guidelines and day-to-day challenges faced by senior managers and supervisors.
Endorsed by the Singapore Trustees Association.
FICS-accredited in the areas of “Wealth Management: Trust Administration (Job Roles V & VI)” and “Trust & Estate Planning (Job Role V)”.
Successful participants will be awarded Statements of Attainment (SOAs).

*Dates are subject to confirmation. Please refer to the course info sheet for details.

Curriculum

ACTS Programme

Advanced Trust Administration (ATA) Module

Subject	Topic
Client Acceptance Review	Working with Teams Performing Client Acceptance Review
Managing Assets and Distributions	Administration and Monitoring of Trust Portfolios Distributions of Discretionary Trusts
Administering Changes and Termination	Variation, Revocation and Termination of Trusts Use of Legislative Authority
Regulatory Review and Compliance	Principles of Trust & Estate Planning Trust & Estate Planning Legislation and Industry Codes of Practice
Managerial Oversight	Key Business Risks Workplace Policies and Procedures

Advanced Trust & Estate Planning (ATEP) Module

Subject	Topic
Fiduciary Responsibilities and Obligations	Key Business Risks Workplace Policies and Procedures Legislative Regulatory and Industry Requirements
Dynasty Planning with Trusts: Needs, Products and Solutions	Singapore Regulatory Dimensions Understanding the Clients’ Needs Understanding Trust Products and Solutions Deploying a Private Trust Company for a Family Office Solution

Who should apply

Singapore Licensed Trust Company Directors, Senior Managers & Supervisors
Senior Private Bankers, Wealth Planners and Trust & Estate Practitioners
Senior Trust Administration Professionals
Succession and Estate Planners, Lawyers and Accountants
TCA Resident Managers
TCA-NO3 AML/CFT Compliance Officers

Apply now

You are strongly encouraged to apply early. Please send in your completed application form with all relevant supporting documents and an application fee of S$85.00 (non-refundable) by mail to:

Wealth Management Institute Pte Ltd
60B Orchard Road
#06-18 Tower 2
The Atrium@Orchard
Singapore 238891

Financial institutions that are keen to sponsor candidates for the programme, kindly contact us.

Related Information

The networking and appreciation of industry practices and standards have been useful and valuable.

Matthias Lee
Executive Director, UBS Trustees (Singapore) Ltd