Most Wealth Managers or industry practitioners go to great lengths to deliver value to clients by generating a steady investment return. With the current market, these returns could easily be wiped out by volatility and taxes when rebalancing the portfolio or realizing the gains. This is especially true for clients who are planning to move to Australia or are tax residents of the UK, US and China.

For this session, we cordially invite you to join Quilter International formerly known Old Mutual International, they will demonstrate how using the right financial ownership structure protects your client’s investment returns.

Certificates of attendance will be provided for the entire session, which participants may wish to use for CPT purposes.