Family Philanthropy: Aligning Purpose, Governance & Tax (Seminar 2)

Family Philanthropy: Aligning Purpose, Governance & Tax (Seminar 2) - Application Form

Advising with Purpose CPD Seminar Series - Session 2
Organised by CUHK, funded by the Professional Services Advancement Support Scheme of the HKSAR.

I. Event Details

Wednesday, 23 September 2026 | 6:30pm – 8:30pm
Hong Kong Council of Social Service
Auditorium, Duke of Windsor Social Service Building, 15 Hennessy Road, Wanchai, Hong Kong
Section 1: Personal Information
1. Full Name (as per business card) 1. Full Name (as per business card) First Last
2. Preferred Name (for name badge)
3. Organisation / Company Name
4. Job Title
5. Email Address
6. Contact Number
Section 2: Professional Background
7. Professional Role / Industry (Please tick all that apply)

7. Professional Role / Industry (Please tick all that apply) Accounting Business Consultancy Company Secretary Family Office Foundation Law NGO Private Banking Trustee Wealth Management Other Other
8. Years of Professional Experience

8. Years of Professional Experience 0–5 years 6–10 years 11–15 years 16-20 years 20+ years
9. Are you currently advising UHNW individuals or family offices?

9. Are you currently advising UHNW individuals or family offices? Yes No Occasionally
Section 3: CPD / Membership Information
10. Which association do you belong to?
11. Do you require CPD attendance confirmation?

11. Do you require CPD attendance confirmation? No Yes (please provide your Membership Number)
Section 4: Event Logistics
12. How did you hear about this event?

12. How did you hear about this event? CUHK CPA Australia Hong Kong Trustees' Association The Hong Kong Council of Social Service The Law Society of Hong Kong The Society of Chinese Accountants and Auditors Colleague referral Speaker referral Email LinkedIn Other Other
Section 5: Consent & Declaration
13. Photography & Media Consent

13. Photography & Media Consent I consent to photography/video recording during the event for CUHK promotional purposes.
14. Personal Data Collection Statement

By submitting this form, I agree that the information provided may be used by CUHK for event administration, CPD records, and future professional event communications, in accordance with applicable data privacy regulations.

14. Personal Data Collection Statement By submitting this form, I agree that the information provided may be used by CUHK for event administration, CPD records, and future professional event communications, in accordance with applicable data privacy regulations. I agree
15. Disclaimer

Any opinions, findings, conclusions or recommendations expressed in this material/any event organised under this project do not reflect the views of the Government of the HKSAR or the Vetting Committee of the Professional Services Advancement Support Scheme.

This material / event is funded by the Professional Services Advancement Support Scheme of the Government of the HKSAR.
Disclaimer The personal data collected will be used by Centre for Family Business and authorised personnel for processing the captioned purposes in accordance with relevant provisions of the Personal Data (Privacy) Ordinance.

Family Philanthropy: Aligning Purpose, Governance & Tax (Seminar 2) - Application Form

I. Event Details

Section 1: Personal Information

Section 2: Professional Background

Section 3: CPD / Membership Information

Section 4: Event Logistics

Section 5: Consent & Declaration

15. Disclaimer