3506649: C12_Trust and Fiduciary Services

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Semester:SS 13
Art:Vorlesung
Sprache:Englisch
Plansemester:4
Lektionen / Semester:30.0 L / 22.5 h
Selbststudium:67.5 h

Modulleitung/Dozierende

Studiengang

Bachelorstudiengang Betriebswirtschaftslehre (01.10.2008)
Bachelorstudiengang Betriebswirtschaftslehre (01.09.2012)

Beschreibung

Due Diligence

  • background of due diligence - international guidelines
  • sources of law
  • target groups
  • duties

Financial Supervision
  • presentation of the financial supervision authority
  • sources of law
  • impact of the European Law
  • competences

Foundation Law
  • basic principles of foundation law
  • possibilities of organization
  • Foundation Governance
  • liability

Trust Law
  • basic principles of trust law
  • Common Law Trusts - Civil Law Trusts
  • specifics of trust law (dualism of property, tracing trust property)

Law of Investment Funds
  • basic principles of investment fund law
  • sources of law
  • impact of the European Law on the Principality of Liechtenstein
  • Adoption of European legal acts by the legislator of the Principality of Liechtenstein

Kompetenzen

    • Know the basic principles of the law of asset and fund management.
    • Know the scope and basic principles of asset management law.
    • Describe the application areas and target groups of due diligence.
    • Explain the different duties of due diligence.
    • Circumscribe the organization and competences of the financial supervision.
    • Explain the structure and typical application of the different instruments to administer assets.
    • Understand the basic structure of the sources of law.
    • Analyze the specific duties of due diligence in comparison to the competences of the financial supervision.
    • Compare the different methods and legal instruments to manage assets.
    • Create concepts about the establishment and organization of financial intermediaries in the field of asset management.
    • Application of law on specific cases.
    • Know how to find the relevant sources of law (statutes, judegments) and handle, the relevant legal databases.
    • Solve practical cases by interpreting the sources of law.
    • Analyze different types of asset management vehicles.
    • Are able to interpret the corresponding sources of law.
    • Seek differences and convergences of instruments to administer assets.
    • Create concepts to establish and organize the different asset management vehicles by interpreting the corresponding sources of law.
    • Decide upon practical cases by interpreting the corresponding sources of law in the scope of due diligence, financial supervision and the different asset management instruments.
    • Listen carefully to understand and interpret the arguments of the lecturer and fellow students.
    • Interpret arguments and facts during presentations of the lecturer and fellow students and react with critical questions. Improve communication skills by debating their point of view in discussions during the lecture.
    • Learn the need for communication in teams and the difficulties and benefits of working in groups within group work assignments.
    • Have their own proposals for solutions and are able to defend and explain their ideas.
    • Notice their own learning aptitude and willingness to learn new things.
    • Communicate autonomously, reflect their own actions carefully and are able to assess themselves realistically.
    • Assume responsibility because of their self-discipline and flexibility.
    • Stand out due to their enthusiasm, sense of duty and reliability.
    • Advance their enthusiasm and affect their willingness to learn new things.

Lehrmethoden

Lecture

Literatur

  • Hondius/van der Ploeg: Foundations (2001)
  • Watt: equity and trusts law, 2nd ed. (2010)
  • Halbach: Trusts (2008)
  • Marxer & Partner: Companies and Taxes in Liechtenstein (2005) [contains foundation law our of use]

Termine

DatumZeitRaum
20.02.201317:00 - 18:30S1
27.02.201317:00 - 18:30S1
06.03.201317:00 - 18:30S1
13.03.201317:00 - 18:30S1
20.03.201317:00 - 18:30S1
27.03.201317:00 - 18:30S1
10.04.201317:00 - 18:30S1
17.04.201317:00 - 18:30S1
24.04.201317:00 - 18:30S1
08.05.201317:00 - 18:30S1
15.05.201317:00 - 18:30S1
22.05.201317:00 - 18:30S1
29.05.201317:00 - 18:30S1

Prüfungen

  • PWW-BA-12_Trust and Fiduciary Services - VO (SS 13, bewertet)
  • PWW-BA-12_Trust and Fiduciary Services - VO (WS 13/14, abgesagt)