日期Date

2022年7月15日（周五）

15 July 2022 (Friday)

时间Time

下午2点至4点（中国时间）/ 上午7.00点至上午9.00点（英国夏令时间）

2.00 pm to 4.00 pm (CST) / 7.00 am to 9.00 am (BST)

活动地点Venue

线下：中国上海市静安区武宁南路1号三楼3A大会议室

Offline: 3A Conference Room, 3/F, Yue Shang Plaza, 1 Wu Ning Road South, Jing An District, Shanghai, China

线上：Zoom在线会议（会议号及密码于开会前发布）

Online: Zoom Webinar (conference ID and password to be provided)

活动内容Event Agenda

1.       签到Sign In

2.       国际金融中心 - 泽西岛的投资环境及优势介绍Introduction to Jersey as An International Finance Centre

3.       在中国大陆是设立信托还是基金？Setting up A Trust or Foundation in Mainland China?

4.       茶歇 Tea Break

5.       在国际金融中心 - 泽西岛是设立信托还是基金？Setting up A Trust or Foundation in the International Finance Centre of Jersey?

6.       问答环节Q & A Session

主讲人简介Profile of Speaker

Maria McDermott

亚洲区业务发展顾问，泽西岛金融公司

Business Development Consultant - Asia, Jersey Finance

特许公认会计师公会资深会员

Fellow of the Association of the Chartered Certified Accountants

特许公司治理公会准会员

Associate Member of the Chartered Governance Institute

Maria McDermott女士来自泽西岛，并在国际金融行业拥有二十多年的工作经验。她在投资基金、私人财富、合规、风险管理和项目管理方面经验丰富。过去十年，她一直以亚洲为基地，并调至香港为一家国际知名境外律师事务所开拓发展信托业务。在亚洲期间，她还曾在新加坡和上海的各种上市实体和金融服务提供商工作，现在全职在上海工作。在加入亚洲之前，她在泽西岛的多家律师事务所和信托服务提供商工作了十多年。

Maria McDermott is from Jersey and has over twenty years’ experience working in the international finance industry. She is experienced in investment funds, private wealth, compliance, risk management and project management, and has been based in Asia for the last ten years having transferred to Hong Kong to develop the fiduciary services business of a leading offshore law firm. During her time in Asia she has also worked for various listed entities and financial service providers in Singapore and Shanghai, and is now based full time in Shanghai. Prior to her time in Asia, she spent over ten years working for a number of law firms and fiduciary service providers in Jersey.

Nancy Chien

博达信律师事务所的合伙人、国际私人客户业务主管

Partner, Head of International Private Client, Bedell Cristin Law Firm

泽西岛执业律师、英属维尔京群岛执业律师、英格兰和威尔士执业律师、新西兰执业律师

Lawyer Admitted in Jersey, BVI, England & Wales and New Zealand

Nancy Chien女士是博达信律师事务所国际私人客户业务主管。她在《法律500强》中被评为“领先律师”。

Nancy在私人客户领域和企业领域的各种离岸事务方面拥有超过20年的法律经验。她在泽西岛、英属维尔京群岛，英格兰和威尔士以及新西兰四个司法管辖区具有律师资格。Nancy在私人客户领域为超高净值家庭、家族办公室和中介机构就私人客户结构的各方面提供建议，包括信托和基金的使用，以及相关的公司法问题（包括此类工具用于慈善事业目的）。她在高价值和复杂结构方面拥有丰富经验，使客户能够保留对其家族资产一定程度的控制权并实现有效的传承/继任计划。在企业领域，她是少有的在养老金和员工激励安排方面具有特定经验的泽西岛律师之一（之前曾在英国伦敦Ashurst 的员工激励和养老金团队工作）。她是泽西养老金协会的主席，正在与泽西政府密切合作，以加强泽西岛提供的服务结束酬金计划和国际储蓄工具。Nancy在涉及离岸工具和服务提供商的监管事务方面也拥有丰富经验，包括 FATCA、通用报告标准 (CRS) 和数据保护。

工作语言：普通话、闽南语和英文

Nancy Chien is head of Bedell Cristin's International Private Client practice. She is ranked as a leading individual in Legal 500.

Nancy has over twenty years of experience in a wide range of offshore matters in both the private client area as well as the corporate sphere.  She is legally qualified in 4 jurisdictions, being Jersey, BVI, England and Wales and New Zealand. In the private client context, she advises ultra-high net worth families, family offices and intermediaries on all aspects of private client structuring including the use of trusts and foundations, as well as related corporate law issues (including where such vehicles are used for philanthropic purposes). She has considerable experience with high value and complex structures which enable the clients to retain a degree of control over their family assets and achieve effective succession planning. In the corporate area, she is one of the only Jersey lawyers with specific experience in pensions and employee incentive arrangements (having previously worked in the employee incentives and pensions team at Ashurst in London). She is the chairperson of the Jersey Pensions Association and is working closely with the Jersey government to enhance Jersey's offering of end of service gratuity plans and international savings vehicles. Nancy also has considerable experience in regulatory matters affecting offshore vehicles and service providers, including FATCA, the common reporting standard (CRS) and data protection.

Working Languages: Mandarin, Taiwanese and English

谢晓云

Ellen Xie

上海慧晓律师事务所创始人和主任

Founder and Managing Director of Shanghai Hui Xiao Law Group

中国执业律师、美国加利福尼亚州执业律师

‍

Lawyer Admitted in China and US (California)

澳大利亚会计师公会会员

Member of CPA Australia

ATTA协会专业会员

Professional Member of ATTA

谢晓云女士，系上海慧晓律师事务所的主任和创始人、中美执业律师、澳洲会计师公会会员和ATTA协会专业会员，拥有20年以上在多家国内外知名律师事务所和国际知名跨国公司（包括世界500强）担任并购、公司业务、商事交易、知识产权和劳动法顾问的工作经验。她还拥有为来自不同行业的跨国公司、财富创造者和富裕家庭提供有效的法律和合规解决方案的丰富经验，所涉业务领域包括投资并购、外商直接投资、公司治理、合规、劳动雇佣、数据保护、知识产权、争议解决和私人财富与信托法律事务等。谢晓云女士服务的客户行业包括但不限于医药、医疗器械、体外诊断、消费保健、医药研发合同外包服务机构、食品及营养品、农产品及养殖、传统能源、电子商务、零售及百货、化工、汽车配件、机械制造、民用和商用航空、全球采购、银行、保险、高科技、再生能源、烟草、木材、奢侈品、物业管理和租赁、游轮旅游、物流、运动服饰、建筑设计及施工、检测、广告媒体、人力资源、咨询服务和慈善行业、国际私人客户等。

工作语言：普通话、闽南语、英文和初级韩语。

Ellen Xie, is Founder and Managing Director of Shanghai Hui Xiao Law Group, Lawyer Admitted in China and California (US), Member of CPA Australia and Professional Member of ATTA.  She has more than 20 years’ work experience with several leading international and domestic law firms and multi-national companies (including Fortune Global 500s) as mergers & acquisitions, corporate and commercial transactions, intellectual property as well as labor legal consultant. She has good experience in providing effective legal and compliance solutions to multinational companies in various industries, wealth creators and riches in the areas of mergers and acquisitions, foreign direct investment, corporate governance, compliance, labor and employment, data protection, intellectual property, dispute resolution as well as private wealth & fiduciary etc., and with the industries of clients served including but not limited to Pharmaceuticals, Medical Devices, Consumer Healthcare, Contract Research Organizations, Foods & Nutrition, Agricultural Products, Conventional Energy, E-Commerce, Commercial & Retails, Purchasing/Buyer, Chemical Products, Automobile Parts, Mechanical Manufacturing, Civil & Commercial Aviation, Global Sourcing, Bank, Insurance, Hi-Tech, Renewable Energy, Tobacco, Woods, Luxury Goods, Property Management and Leasing, Cruise Tourism, Logistics, Sportswear, Architecture & Construction, Testing, Advertisement & Media, Human Resources, Consulting Services and Charity as well as International Private Clients.

Working Languages: Mandarin, Taiwanese, English and Basic Korean.

注意事项Terms & Conditions

本次活动座位有限，为确保您的出席，建议您预约登记，预约登记的报名链接：http://sv.mikecrm.com/7Vs4RPO，或发送邮件至event@huixiaolaw.com，或可扫描此活动海报的报名二维码，或致电慧晓（+86 - 21 6299 9152）报名。主办人员无法保证未经预约者的入场。

Events have limited seating so to ensure your attendance we encourage advance registration for ALL events. You can register for this event by completing the registration form at the following link of http://sv.mikecrm.com/7Vs4RPO, or emailing to event@huixiaolaw.com, or scanning QR code on the circulated event flyer, or calling HUI XIAO at +86 - 21 6299 9152. We cannot guarantee entry to anyone not registered in advance.

如何取消预约Cancellation Policy

如果您无法出席您所预约的活动，请在活动开始前至少提前一个工作日办理取消预约手续，逾时取消的将不予退还活动费用。取消预约方式：发送邮件至event@huixiaolaw.com 。

If you cannot attend an event for which you have registered, please cancel your registration no later than one business day prior to the event. If you fail to notify us of your cancellation in a timely fashion, you will be charged for event costs.

To cancel you can: email to event@huixiaolaw.com.  

本次培训联系Event Contact

慧晓Hui Xiao

电话Tel：+86 - 21 6299 9152

电邮Email：event@huixiaolaw.com