SUMMIT
HKT’s 9th Anniversary Celebration Shines in Malaysia（2024.11）
On November 22, 2024, Hong Kong Fiduciary Association Limited successfully held the 9th Anniversary Private
Gala Dinner & Global Trust Summit 2024 at the Diamond Ballroom in EQ Kuala Lumpur. This event gathered more
than 300 collaborative partners, colleagues, and guests, who witnessed such a remarkable annual wealth
ceremony.
SUMMIT
Hong Kong Fiduciary Association Limited’ s Exclusive High Tea Gathering（2024.10）
On October 9, 2024, Hong Kong Fiduciary Association Limited had a fantastic time hosting an exclusive High
Tea Gathering in Dubai! We’re so grateful for our senior representatives from Hong Kong who made the trip to
connect with key partners in Dubai, sparking great discussions on industry trends and market opportunities.
This gathering was all about deepening mutual exchanges and opening doors for exciting future
collaborations.
SUMMIT
Hong Kong Fiduciary Association Limited Participated in the 2024 Dubai Forex Exhibition（2024.10）
On October 7-8, 2024 Hong Kong Fiduciary Association Limited was honoured to participate in the largest
annual trading event—the 2024 Dubai Forex Exhibition bringing together over 18,000 professional attendees,
more than 160 leading companies in the industry, and 130 expert speakers.
SUMMIT
The First Malaysia's Bitcoin Conference Sponsored by Hong Kong Fiduciary Association Limited Was a
Complete Success（2024.10）
On October 3, 2024 Hong Kong Fiduciary Association Limited was honoured to be the main sponsor of the first
Malaysia's Bitcoin Conference, bringing together experts, innovators, and leaders in the Bitcoin field to
further promote industry exchange and collaboration.
SUMMIT
A Strategic Sharing Session of OFC Under Hong Kong Investment Immigration Wrapped up（2024.06）
On 12th June, co-organised by Inheritance Asset Management Limited, Hong Kong Fiduciary Association Limited
successfully held a strategic sharing session of OFC (Open-ended Fund Company) at The St. Regis Chengdu.
This event gathered offshore Trust experts, senior investment teams, immigration practitioners, business
owners and high-net-worth individuals with the needs of immigration or wealth planning, with the aim to
share and probe into the latest trends and cutting-edge strategies in relation to Hong Kong investment
immigration.
SUMMIT
Strategising for the Future: Integrating Estate Planning and Risk Management（2024.05）
On May 23rd, 2024, Hong Kong Fiduciary Association Limited was honoured to co-host a financial planning
seminar with Sunway University in Malaysia. The seminar was themed “Strategising for the Future: Integrating
Estate Planning and Risk Management”. The event successfully attracted over a hundred students. Through this
seminar, university students not only learned how to use Wills and Trusts for personal financial planning,
but also understood how to effectively manage risks in the face of various uncertainties.
SUMMIT
Hong Kong Fiduciary Association Limited’s Exclusive High-Tea Gathering（2024.04）
On April 19, 2024, Hong Kong Fiduciary Association Limited organised a private exclusive high-tea gathering
in Dubai to express gratitude to the esteemed delegates from Hong Kong for their visit to Dubai. They met
with their Dubai partners to discuss the latest industry trends and market opportunities. This was not only
a social tea gathering but also an important opportunity for both sides to engage in deep exchanges and
expand cooperation.
SUMMIT
Hong Kong Fiduciary Association Limited Participated in the Virtual Asset Event in Dubai, Blockchain Life
2024（2024.04）
On April 15, 2024 Hong Kong Fiduciary Association Limited was deeply honoured to participate in the
large-scale virtual asset event hosted in Dubai, Blockchain Life 2024. This event brought together elite
professionals from the global crypto industry and has attracted over 8,000 attendees from 120 countries.
MARKET EXPANSION
Celebrating a Milestone, We Are Thrilled to Announce Our Venture into the Vibrant Market of Dubai（2024.02）
Celebrating a milestone, we are thrilled to announce our venture into the vibrant market of Dubai. Stay
tuned as we unveil a meticulously planned series of events aimed at igniting market dynamics and expanding
our business horizons. We cordially invite you to join us in witnessing this pivotal moment of growth in
Dubai's market.
Together, let's embark on this exciting journey filled with endless possibilities.
LICENSE
HKT Wealth Advisory Sdn Bhd Has Obtained a CMSL from the Securities Commission Malaysia (2023.12)
Hong Kong Fiduciary Association Limited’s subsidiary in Malaysia, HKT Wealth Advisory Sdn Bhd, has obtained
a Capital Markets Services Licence (CMSL) for Financial Planning from the Securities Commission Malaysia. We
can provide financial planning services tailored to best serve the affluent segments, complemented by our
global expertise in private trust services, encompassing estate planning, education planning, retirement
planning, and more.
COURSE
Hong Kong Trust Practitioner Course Term II Concluded Successfully!（2023.12）
“Industry elites gathered in this warm winter!” On 14-15 December, Hong Kong Fiduciary Association Limited
once again held “Hong Kong Trust Practitioner Course Term II, 2023” in Sanya City, Hainan province. Notably,
this event achieved a complete success.
SUMMIT
Hong Kong Fiduciary Association Limited Engaged a Successful Sponsor in Léman International School Chengdu
Winter Wonderland (Chengdu Station)（2023.12）
On December 9th, Léman International School Chengdu celebrated a grand winter wonderland. As a diamond
sponsor, our Chengdu Branch provided all-round assistance for this winter wonderland with great success,
while devoting love and care to local charities.
SUMMIT
Offshore Trust Account—Your Global Asset Management Expert （Kaohsiung Station）（2023.12）
On December 1st, 2023, Hong Kong Fiduciary Association Limited successfully hosted a sharing session named
by “Offshore Trust Account—Your Global Asset Management Expert” at Kaohsiung Marriott Hotel. The keynote
speaker elaborated on the advantages and rich features of Global Private Trust Accounts (GPTA). In addition,
there was a detailed discussion of the benefits of combining virtual assets with Trusts, as well as the tax
advantages of OBU accounts. The speaker provided profound insights into offshore Trust structure and legal
foundations, sparking enthusiastic discussions among the attendees.
SUMMIT
Offshore Trust Account—Your Global Asset Management Expert （Taipei Station）（2023.11）
On November 29th, 2023, Hong Kong Fiduciary Association Limited successfully hosted a sharing session named
by “Offshore Trust Account—Your Global Asset Management Expert” at Mandarin Oriental Taipei, aiming to delve
into the functionalities and advantages of Offshore Trusts! This summit aimed to provide clear trust
insights to the on-site guests and the benefits of OBU accounts through Trusts mechanisms for tax
advantages.
SUMMIT
Be Invited to Attend the Taiwan Dental Equipment Exhibition （2023.11）
On November 18-19th, 2023, Hong Kong Fiduciary Association Limited is honoured to be invited to attend the
Taiwan Dental Equipment Exhibition organized by the Taiwan Association for Dental Sciences. At this event,
an in-depth discussion with healthcare professionals and help them to understand how Hong Kong Trust can
manage their personal assets. Through meticulously crafted financial planning by the Trust, practitioners
can concentrate on their careers without worrying about financial matters.
INTERVIEW
Be Invited to Attend“Money Matters”Aired on 8TV in Malaysia（2023.11）
The episode of “MONEY MATTERS” aired on 10th November 2023 (Friday) at 9:30 PM on 8TV, in which the
distinguished panel of guests includes Mr. Melvin Mui, Chief Operating Officer (COO) of Hong Kong Trust
Capital Management Limited, and Mr. Mong Chung Chee, President of Asia Pacific region of Hong Kong Fiduciary
Association Limited.
SUMMIT
12th National Seminar on MM2H and the 2023 MM2HCA Gala Dinner（2023.11）
On November 8th, Hong Kong Fiduciary Association Limited was greatly honored to be invited to participate in
the “12th National Seminar on MM2H and the 2023 MM2HCA Gala Dinner”. The seminar was held at the Sunway
Resort Hotel and brought together outstanding professionals from a wide variety of fields, including
government agencies, government-affiliated entities, CIMB Bank, Bank of China, Hong Leong Bank and others,
as well as private-sector companies and industry associations concerning Malaysia’s MM2H (Malaysia My Second
Home) program.
SUMMIT
Global Private Trust Summit 2023（Kuala Lumpur Station）（2023.10）
Hong Kong Fiduciary Association Limited hosted a private summit in Kuala Lumpur, themed "The Perfect Fusion
of Trusts and Cryptocurrency", in response to the enthusiasm to the summit held on the 5th of September. The
speakers provided in-depth insights into the new opportunities for the development of the Hong Kong Trust
industry in conjunction with the virtual asset sector . Additionally, the summit discussed the challenges
and risks associated with virtual assets, emphasizing the advantages of holding virtual assets in Hong Kong
Trusts. Furthermore, collaboration between government regulatory bodies was also emphasized to ensure client
assets are secure and compliant .
COURSE
The First Term of Hong Kong Trust Practitioner Course Was a Complete Success in Sanya! (2023.10)
On 28-29 October, Hong Kong Fiduciary Association Limited held the first term of “Hong Kong Trust
Practitioner Course” successfully in Sanya, a charming tropical resort city in South China’s Hainan
province. This event attracted more than 30 professionals from 15 localities nationwide, in the fields of
enterprises, law firms, wealth management institutes, and family offices, in which they gathered to explore
the mysteries of Hong Kong Offshore Trust while relaxing with a blue sea and sky.
SUMMIT
Hong Kong Trust Virtual Asset Summit Conference 2023 Concluded Successfully in Hong Kong（2023.09）
On September 26th, Hong Kong Trust Virtual Asset Summit Conference 2023 was a complete success at Kowloon
Shangri-La, Hong Kong. Organised by Hong Kong Fiduciary Association Limited, this great event embraced full
guidance and great support from Invest Hong Kong. Meanwhile, it received a wide range of assistance from
loyal partners such as KPMG China, Deacons, HashKey Group, Hong Kong Trust Capital Management Limited,
Inheritance Asset Management Limited, and Hong Kong Enterprise Association Limited, etc, in which more than
300 guests from various fields in Hong Kong including the political and business sectors, academia, media,
as well as domestic and overseas industry elites attended the Summit.
EXCHANGE
Welcome the Leaders from Shenzhen Financial Chamber to Our Shenzhen Office of Hong Kong Fiduciary
Association Limited（2023.08）
On August 31st, Ms Chen Danchun, Secretary General of the Preparatory Committee of the Family Investment
Banking Professional Committee of the Shenzhen Financial Chamber of Commerce (SFCC), Mr Huang Zhencheng,
Chairman of the Advisory Committee, and their entourages visited the Shenzhen Office of Hong Kong Fiduciary
Association Limited (HKFA). In response, they were warmly received and accompanied by Mr Rome Chan,
President of HKFA, Ms Jenice Chan, Vice President and Marketing Operating Officer of HKFA.
SUMMIT
Global Private Trust Summit & Gala Night 2023 (Shenzhen Station)（2023.05）
Hong Kong Fiduciary Association Limited (HKFA) feels so grateful that we would celebrate eight years of
having you here, adhering to the mission of “Hong Kong Trust lives up to its trust”. On May 20th, 2023,
“Global Private Trust Summit & Gala Night” was held at the St. Regis Shenzhen, a luxurious 5-star hotel, in
Shenzhen China. In celebration of an annual gala event, we have sincerely invited more than 300 clients and
partners to the event, to witness such an impressive wealth sharing session with a gala night. It was a
magnificent and well-attended event where we, together with distinguish guests, looked back with
accomplishments and honours at the all the things we’ve achieved over the past eight years, while senior
industry experts shared valuable market information and wealth management trends.
EXCHANGE
Welcome the Delegation from Liulin Academy of Business to Our Headquarters in Hong Kong（2023.04）
On April 18th, Hong Kong Fiduciary Association Limited (HKFA) invited a group of guests to visit its
headquarters in Hong Kong. The group consisted of more than 20 members from Liulin Academy of Business, led
by Ms Wang, a renowned Professor of Economics, and Ms Zhen, Dean of Liulin Academy of Business. As the
hosts, Mr Rome Chan, President of HKFA, Ms Jenice Chan, Vice President and Marketing Operation Officer of
HKFA extended a warm welcome to the delegation.
SUMMIT
Private Gala Dinner 8th Anniversary & Global Private Trust Summit 2023（2023.04）
Hong Kong Fiduciary Association Limited (HKFA) extend our heartfelt gratitude to your support and trust over
the past eight years, adhering to the mission of “Hong Kong trust lives up to its trust”. On April 8th,
“Private Gala Dinner 8th Anniversary & Global Private Trust Summit 2023” was held in Malaysia at Grand Hyatt
Kuala Lumpur. As an annual gala event, we have invited more than 400 clients, partners, industry peers and
media to the Summit, to witness such an wonderful and high-end wealth sharing session with a private gala
dinner. The Summit was a magnificent and well-attended event where guests reflected on our achievements and
honors over the past eight years, while senior industry experts shared valuable market information and
discussed wealth management trends. During the event, guests enjoyed delicious cuisines and a spectacular
band performance as they shared a drink and some speak of the future.
SUMMIT
Offshore Trust Account—Your Global Asset Management Expert （Taiwan Station）（2023.03）
On March 23rd, 2023, Hong Kong Fiduciary Association Limited (HKFA) was invited to participate in a
financial sharing event named “Offshore Trust Account - Your Global Asset Management Expert”. The Session
was successfully held at the Mandarin Oriental, Taipei. And this event gathered HKTA’s financial
professionals, wealth experts from the Asia Pacific region, industry elites and dozens of guests. The themes
of this sharing session were mainly about wealth planning for enterprises, individuals and families in terms
of consolidation and management of overseas asset, risk isolation, etc, in the hope of coming up with new
ideas for diversified asset management in a shifting global economic context.
OFFICE
Shenzhen Office relocated in 2023.（2023.03）
Shenzhen Office
Address: Rm 5005, 50/F, A Block, KingKey 100 Building, No.5016 Shennan Rd East, Shenzhen, China
SUMMIT
Global Private Trust Summit 2023（Taiwan Station）（2023.03）
On March 1st, the tour of “Global Private Trust Summit 2023” was successfully held in Taiwan. Hong Kong
Fiduciary Association Limited (HKFA) and dozens of representatives from the trust sectors, along with more
than 100 guests, were jointly invited to attend the Summit. The event carried the centre on wealth planning
for enterprise, individual and family in terms of asset management and risk isolation, etc. In addition, the
participants discussed about fresh breakthroughs in asset allocation under the volatile global economic
landscape.
SUMMIT
Global Private Trust Summit 2023（Shanghai Station）（2023.02）
On February 22nd, 2023, Hong Kong Fiduciary Association Limited (HKFA) was invited to attend the “Global
Private Trust Summit” held in Shangri-La, Shanghai. The Summit gathered experts from related fields in terms
of investing in funds as well as risk management and control, etc. This was a great event for participants
in Shanghai to jointly discuss about new trust opportunities, reallocation of assets, and hot global
economic trend.
SUMMIT
Global Private Trust Summit 2023（Shenzhen Station）（2023.02）
On February 16th, 2023, Hong Kong Fiduciary Association Limited (HKFA) was invited to attend the “Global
Private Trust Summit” organised by Hong Kong Enterprise Association at Futian Shangri-La, Shenzhen. The
Summit gathered wealth experts, industrial elites, and distinguished guests from the Asian Pacific region to
discuss about wealth.
SUMMIT
Global Financial Wealth Summit 2022（Kuala Lumpur Station）（2022.12）
On the 10th of December 2022, Hong Kong Fiduciary Association Limited (HKFA) and Chinese Entrepreneur
Association Kuala Lumpur & Selangor (CEAKLs) have worked together to hold a private sharing event - Global
Financial Wealth Summit 2022 in Kuala Lumpur Convention Center (KLCC). With the theme of “Global Private
Trust Account”, it has obtained a huge success and was attended by a full house.
SUMMIT
Global Financial Wealth Summit 2022 (Shanghai Station)（2022.11）
On 25th November 2022, the Hong Kong Fiduciary Association Limited has attended the Global Financial Wealth
Summit 2022 in Shanghai. The summit was held at the Lotus Meeting Room of Jing An Shangri-La Hotel. With the
theme of “Global Private Trust Account”, the summit has also brought together the elites from trust,
insurance, overseas education, immigration, and other industries, where they gathered there to share ideas
and make concerted efforts.
SUMMIT
Global Financial Wealth Summit 2022 (Shenzhen Station)（2022.11）
On 23rd November 2022, the Hong Kong Fiduciary Association Limited has attended the Global Financial Wealth
Summit 2022 which held in Shenzhen. The summit was held at Level 34, the Residence at the Park Hyatt
Shenzhen, centering on the theme of "New Trends in Development of Global Trusts". It has a distinctive
international feature and has attracted widespread attention from the global trust industry.
PRODUCT LAUNCH
Swiss Private Trust Account - Official Launch (2022.08)
PRODUCT LAUNCH
Global Private Trust Account - Official Launch (2022.07)
OFFICE
Shanghai Office relocated in 2022. (2022.07)
Shanghai Office
Address: 8F, Bund Finance Center Tower S2, 600 Zhongshan No.2 Rd East, Huangpu District, Shanghai, China
SUMMIT
Hong Kong Fiduciary Association 2021- Online Trust Launch Meeting (2021.07)
SUMMIT
Hong Kong Fiduciary Association Family Trust and Wealth Inheritance Seminar (Chongqing Station) (2021.07)
SUMMIT
Hong Kong Fiduciary Association Family Trust and Wealth Inheritance Seminar (Chengdu Station)（2021.07）
SUMMIT
Application of Trust in Wealth Management (Taichung / Kaohsiung Stations) (2021.11)
SUMMIT
Hong Kong Fiduciary Association Ltd Annual Gala - Shanghai (2021.01)
SUMMIT
Application of Trust in Wealth Management (Taichung / Kaohsiung Stations) (2020.11)
SUMMIT
Planning for Wealth Preservation and Inheritance (Shanghai Station) (2020.11)
SUMMIT
Family Trust Seminar by Hong Kong Fiduciary Association (Shanghai / Zibo Stations) (2020.08)
SUMMIT
Hong Kong Fiduciary Association - Global Assets Allocation Forum - (Shanghai / Taipei Stations) (2020.07)
OFFICE
Shanghai Office relocated in 2020. (2020.06)
Shanghai Office
Address: Rm 3105-3106, 31/F, Block S2, The Bund Finance Center, 600 Zhongshan No.2 Rd East, Huangpu
District, Shanghai, China
OFFICE
Shenzhen Office relocated in 2020. (2020.04)
Shenzhen Office
Address: 20/F, Tower C, Phase 2, GALAXY WORLD, Wuhe Avenue, Longhua District, Shenzhen, China
SUMMIT
Asia Pacific Management Associate Program (Malaysia Station) (2020.01)
SUMMIT
Why Can Trust Be the Best Tax Planning Tool in the Globe (Shanghai Station) (2020.01)
SUMMIT
Global Assets Free Allocation Forum (Shanghai Station) (2019.12)
STATEMENT
Statement of Change of CEO. (2019.12)
Since 1st December, 2019, Mr. Paul Lam has officially resigned as the CEO of the company due to personal
reasons. The handover has been completed and will not affect the normal progress of the company. We hereby
declare that his personal affairs have nothing to do with the company, and render appreciation to his
support and contribution over these years. At last, we sincerely wish Mr. Paul Lam a successful career in
future.
PRODUCT LAUNCH
Swiss Trust Service - Official Launch (2019.11)
SUMMIT
2019 Hong Kong Fiduciary Association New Year Gala (Taipei Station) (2019.01)
SUMMIT
2019 Hong Kong Fiduciary Association New Year Gala (Malaysia Station) (2019.01)
SUMMIT
Hong Kong Fiduciary Association Ltd - Launch of Wealth Inheritance Products 2019 (2018.08 to 2018.11)
OFFICE
Taiwan Office was established in 2019.
Taiwan Office
Address: Rm B, 28/F, TAIPEI 101 Tower, No. 7, Section 5, Xinyi Rd, Taipei City, Taiwan
OFFICE
Shanghai Office was set up in the Bund Finance Center in 2018.
Shanghai Office
Address: Rm 2705, 27/F, Block S2, The Bund Finance Center, 600 Zhongshan No.2 Rd East, Huangpu District,
Shanghai, China
SUMMIT
Hong Kong Fiduciary Association Limited Asset Inheritance*Planning Strategy Seminar (Shanghai Station)
(2018.12)
SUMMIT
Hong Kong Fiduciary Association Limited Asset Inheritance*Planning Strategy Seminar (Malaysia Station)
(2018.11)
SUMMIT
Hong Kong Fiduciary Association New Product Launching Conference 2018 (Taipei Station) (2018.09)
SUMMIT
Hong Kong Fiduciary Association New Product Launching Conference 2018 (Malaysia Station) (2018.09)
SUMMIT
Hong Kong Fiduciary Association Family Inheritance Summit (Taipei Station) (2018.07)
SUMMIT
Hong Kong Fiduciary Association 2018 Family Inheritance Summit (China Station) (2018.05)
OFFICE
Malaysia office was established in Kuala Lumpur, in 2018.
Malaysia Office
Address: 37/F, Menara Standard Chartered, No. 30, Jalan Sultan Ismail, 50250 Kuala Lumpur, Malaysia
OFFICE
The main office was established in Shenzhen, in 2015.
Shenzhen Office
Address: Rm 3601, 36/F, Block A, Kingkey Timemark, 9289 Binhe Main Rd, Futian District, Shenzhen
OFFICE
Hong Kong Fiduciary Association Limited was established in 2015, it headquarters in Hong Kong.
Hong Kong (HQ)
Address: Rm 1217B, 12/F, Tower 3, China Hong Kong City, 33 Canton Rd, Tsim Sha Tsui, Kowloon
