EPPL Asia

03/06/2025

What happens when an Lasting Power of Attorney Form 2 is activated? Is it different from a LPA Form 1? In this blog article, Precepts Trustee shares what are the steps to secure and protect the client's assets once they lost their mental capacity.

Read the full article here:
https://epplasia.com/what-happens-when-an-lpa-form-2-is-activated/

27/05/2025

What are the elements of a successful Estate Planning Practice? Learn from one of the successful and lasting Estate Planning Practitioner from PreceptsGroup in this article. Darren Tan shares how he succeeded for more than 10 years helping clients structure their Estate Plan using instruments like Wills, Trusts and LPA. Zi Hong Darren Tan

https://epplasia.com/interview-with-estate-succession-practitioner/

27/05/2025

Many elderly currently faces the challenge of planning how to distribute their real estate portfolio upon demise. In Singapore's context, the challenges may include their high valued HDBs home or a portfolio of properties.

In our latest Custodian newsletter, we caught up with Mr Ku Swee Yong to learn more about the various types of challenges of Real Estate Succession in Singapore. Read the full article:https://epplasia.com/wp-content/uploads/2025/05/The-Custodian-Issue-33_2025-04.pdf

11/03/2025

03/03/2025

新加坡EPPL (Estate Planning Practitioners Limited) 主席 Chiwi Lee 昨天與AEPP®香港Volunteer Team會面。團隊成員均為AEPP®持證人，也是香港保險及金融界資深從業員 。是次聚會讓 EPPLHK 與AEPP®持證人建立聯繫和網絡，並感謝他們一直以來對AEPP®課程的支持。讓我們繼續共同努力，提升行業標準。

Chiwi Lee, Chairman of EPPL Singapore, met with our dedicated AEPP Hong Kong volunteer team in a special networking lunch yesterday. The gathering provided a wonderful opportunity for us to connect, network, and personally express our gratitude to our volunteers for their continuous support of the AEPP® Programme.
www.eppl-hk.com
Cultivating Talent in Legacy Planning
EPPL HK EPPL Asia

03/03/2025

Read our latest blog post on how one can include charitable elements with your own family trust.

In Singapore's thriving society, philanthropy plays a crucial role in addressing community needs and leaving lasting legacies.

03/03/2025

在香港， #遺產規劃 對於保護財富和確保財富順利傳承至下一代極其重要。金融行業及財務策劃人士若想提升事業並擴展遺產規劃知識，家族財富傳承師 (AEPP®) 認證是您開啟新機遇的關鍵。

家族財富傳承師 ( ®) 持證人程俊昌 (Gifford Chen) 與大家分享他的 AEPP® 課程體驗。請點擊此處閱讀他的成功故事 - http://bit.ly/3F1TvtH
身為香港的 #金融 專業人士，為客戶提供全方位服務，對遺產規劃的深入了解至關重要。

了解更多有關 AEPP®課程及如何提升您的專業資格，請瀏覽EPPLHK官網：https://eppl-hk.com/

不要錯過我們將於 3 月 12 日下午 1 點至 2 點舉辦的免費講座，探討 AEPP® 課程如何提升您的事業發展：https://www.hkma.org.hk/online/promo/aepp/special2018promo.htm

立即報名參加 2025 年 4 月課程，為您的職業生涯邁出第一步：
https://bit.ly/4bnvrxw
In Hong Kong, estate planning is crucial for preserving wealth and ensuring its smooth transfer to future generations. As a financial professional, having a deep understanding of estate planning is essential for providing comprehensive services to clients.
The Associate Estate Planning Practitioner ( ®) designation is your key to unlocking new opportunities!

Gifford Chen, one of our AEPP® designees, shares his inspiring AEPP journey. Read his success story here:
https://bit.ly/4ioJvcf

#專業發展 #財富管理 #香港金融

02/01/2025

Prospecting High Net Worth Clients for Financial Advisors through Estate Planning:

Business Owners, Property Owners and PRC Clients

Are you looking for ideas on how to seed your financial advisory or insurance business with HNW clients? Who would these HNW clients be? How can you engage them?

For this year's Precepts Academy "Estate Planning as Cornerstone of Financial Planning" series, 4th edition, we have invited a panel of 3 speakers with different areas of expertise to share ideas on where to look for HNW clients. The primary 3 areas they will be sharing on are Business Owners, Property Owners and PRC clients.

The panel of 3 esteemed speakers are specialists in Business Owners Succession Planning (John Sim), Real Estate Specialist (Ku Swee Yong) and PRC (China) Centric Wealth Management Specialist (Cindy Qi).

From their insights, we can learn what HNW clients are looking for in their legacy planning, and how you can acquire the expertise to engage such clients.

Topics covered:

The challenge of preserving the value of the Business upon demise of business owner
Do property owners own a Gold Mine?
Building Trust with PRC clients
Courses to upgrade yourself to be able to engage such clients

The event will be hosted by Darren Tan, Senior Estate and Succession Practitioner with PreceptsGroup. Darren is a TEP and have more than 15 years of experience in Estate Planning.

Registration link: https://bit.ly/pac-cornerstone25