Offshore Funds Conference 2016 – Day 1

In the years since the financial crisis, financial regulators in major jurisdictions have undertaken major initiatives to address issues identified in the financial crisis. The fund industry is increasingly facing more regulatory reforms and must keep abreast of upcoming and current legal, regulatory, tax and accounting developments and changes. Further, the recent announcement of the Mutual Fund Recognition for Mainland & Hong Kong Funds presents an unprecedented opportunity for the fund management industry in Hong Kong.  This conference will address new opportunities and challenges as well as updates on structural, regulatory, tax, accounting and operational issues for offshore funds.

For information on Day 2 of the conference click HERE.

Speakers

Speaking Opportunities

Programme

09:00

 

 

 

 

 

 Hong Kong Regulatory Update

  • Recap of Hong Kong marketing requirements
  • Licensing issues for marketing offshore funds
  • The new professional investor regime requirements
  • Enforcement trends
  • Other regulatory developments

Rolfe Hayden, Partner and Head of Financial Services Group for Asia, Simmons & Simmons
10:00 Tea / Coffee Break
10:15

 

 

 

 

 

 

 

 Singapore Regulatory Update: Establishing a Singapore Fund & a Singapore Fund/Asset Manager

  • Regulatory framework for asset/fund managers
  • Benefits of a Singapore onshore fund versus offshore fund
  • Launching a fund in Singapore
  • Useful safe harbours and exemptions
  • Key recent developments, including:-
    • Open-Ended Investment Companies
    • New Accredited Investors Opt-In/Opt-Out Requirments

Tan Woon Hum, Partner, Shook Lin & Bok
11:15

 

 

 

 

 

 Panel Discussion: Governance Challenges for Funds 

Moderator: Niaz A. Khan, Managing Director, Asia-Pacific, DMS Governance Limited
Panelist: Anne-Marie Godfrey, Partner, Akin Gump Strauss Hauer & Feld
Kate Hodson, Partner, Ogier
Arthur Mok, Senior Manager, PricewaterhouseCoopers Hong Kong
12:30 Lunch
   
14:00

 

 

 

 

 

 

 

 

 

 

 

 

 PRC Regulatory Update

  • QDLP: opportunities and implications for international fund managers
    • Onshore FMC
    • Establishing a Qualified RMB Funds
    • Legal structure and requirements
  • QDIE: Scheme for Overseas Investment of Qualified Domestic Investors
    • Flexible overseas investment scope
    • Legal structure & basic requirements for QDIE
    • Basic requirements for qualified domestic investors
  • Difference between QDLP and QDIE – which one is better
  • Hong Kong / Shanghai Stock Connect – implications for domestic & international fund managers
  • Hong Kong / Shenzhen Stock Connect – update


Sandra Lu, Partner, Llinks Law Offices
   
15:15

 

 

 

 HK Tax Update: Transfer Pricing

  • Transfer pricing for investment management
  • Hong Kong’s transfer pricing environment
  • Tax authority activity around the region

John Kondos, Partner, KPMG
   
16:15 Tea / Coffee Break
   
16:30 

 

 

 

 

 

 

 PRC Tax Update

  • Impact of China VAT Reform to Deals
  • Updates on China’s tax anti-avoidance stance towards indirect transfers
  • Limited partner’s tax considerations for PE funds
  • Taxation of performance fees / carried interest

Syd Lin, Tax Director, PricewaterhouseCoopers Hong Kong
Clara Tsui, Senior Manager, PricewaterhouseCoopers Hong Kong
 
17:30 End

Accreditations

This conference can qualify for CPD / CPT / CE requirements for the following professional bodies / professions:

Day One – Wednesday, 26 October 2016

  • The Law Society of Hong Kong
    6.5
  • The Law Society of British Columbia
    6.5
  • The Securities and Futures Commission of Hong Kong
    6.5
  • The Chartered Financial Analyst
    6.5
  • Institute of Financial Planners Hong Kong
    6.5
  • International Compliance Association (ICA)
    6.5

Fees and Discounts

Day 1 or Day 2 only
Both Day 1 and Day 2
Regular fee
HK$7,500
HK$12,000
(20% off per person)
Special Discount
HK$4,800
(over 35% off per person)
HK$8,800
(over 40% off per person)

To enjoy the special discount of attending both days at HK$8,800, simply key in the discount code “paofc2days” when you check out and click add coupon.

Registration Conditions

To view our registration conditions click HERE.