23rd annual international wealth transfer practice ......a conference presented by the iba private...

A conference presented by the IBA Private Client Tax Committee and supported by the IBA Family Law Committee

23rd Annual International Wealth Transfer Practice Conference

Working globally, planning locally

5–6 March 2018, Claridge’s, London, England

Topics include:

• Cross-border investments – into and out of Africa

• Privacy and constitutional concerns with public registers under the

EU’s 4th Anti-Money Laundering Directive

• Cross-border giving and philanthropy

• Cross-border inheritance – practical considerations

• Art and private clients

• What can we learn from successful families?

• Enforceable cross-border matrimonial agreements

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Headline conference sponsor

http://www.ibanet.org/conferences/conf839.aspx

ProgrammeConference Co-ChairsDaniel Simon Collyer Bristow, London; Co-Chair, IBA Individual Tax and Private Client CommitteeRashad Wareh Kozusko Harris Duncan, New York; Co-Chair, IBA Individual Tax and Private Client CommitteeCatherine Watson-Coles McInnes Cooper, Halifax, Nova Scotia; Vice-Chair, IBA Individual Tax and Private Client Committee

1115 – 1230

Public registers under the EU’s 4th Anti-Money Laundering Directive – an excessive infringement of people’s rights? The 2015 Directive was designed to fight money laundering and the financing of terrorism. This panel will address its impact on private clients and their advisers. It will cover the obligation to create central registers containing information on the beneficial ownership of corporation, as well as common law trust structures that will be made accessible to any individual without having to demonstrate a ‘legitimate interest’. The issues this obligation raises regarding people’s fundamental and constitutional rights will also be explored.

Panel Co-Chairs Jerome Assouline Cabinet Sekri Valentin Zerrouk, Paris; Secretary, IBA Individual Tax and Private Client CommitteeOliver Court Macfarlanes, London

PanellistsBryony Cove Farrer & Co, London Nuno Cunha Barnabé PLMJ, LisbonCraig MacIntyre Conyers Dill & Pearman, Hamilton, BermudaPhilippe Pulfer Walder Wyss, Geneva

1230 – 1400 Buffet lunch

Monday 5 March

0830 – 0845 Welcome from the Conference Co-Chairs

0845 – 0930

Start-up investing: the perspective of an international investor and mentor Investing in start-ups is a very risky investment activity. Tax and regional economics can play a significant role in de-risking and changing the risk-reward ratio. In this talk, global angel investor, Permjot Valia, will discuss the influence of regional factors in his investment selection. Valia will also explain where private client lawyers fit into the mix, and what start-ups and investors are looking for from their lawyers.

Keynote speakerPermjot Valia Founder, Mentorcamp, Dartmouth, Nova Scotia

0930 – 1045

Africa – continent of opportunity or complexity? This panel discussion will explore some of the commercial challenges faced by investors venturing into the African continent, and the potential for success. A case study will explain practical issues such as domestic tax legislation, immigration issues and repatriation of funds, and their impact on structure and succession planning.

Panel Co-Chairs Hanneke Farrand ENSafrica, Cape Town; Regional Representative Africa, IBA Individual Tax and Private Client CommitteeIan Gaitta Anjarwalla Collins & Haidermota, Dubai

PanellistsRobert Desax Walder Wyss, ZurichVon Sanborn Day Pitney, New York

1045 – 1115 Coffee/tea break

Associate conference sponsors

Monday continued

1400 – 1500

Roundtable session: Private clients and the third sector – a visit to the engine room of the philanthropic world Wealthy individuals and their families are increasingly engaged in international philanthropic activities and grappling with the significant differences between the sectors in various jurisdictions. Some jurisdictions are highly developed and others are evolving slowly, while philanthropic activity can be cross border or more domestic. Professional advisers such as lawyers, financial advisers or tax advisers may be driving growth, or jurisdictions may be led by private wealth families and businesses increasingly focused on philanthropic goals. This interactive session will investigate who forms part of the philanthropic sector in different jurisdictions and the role for us as advisers. Is the philanthropic world over- or under-regulated? What are the current regulatory trends and their consequences for the industry? What about tax considerations and the structuring possibilities?

Panel Co-ChairsInbal Faibish Wassmer ROSAK-Rosenberg Abramovich Schneller Advocates, Tel Aviv; Regional Representative Middle East, IBA Individual Tax and Private Client CommitteeNora Lillis William Fry, Dublin

FacilitatorsBijal Ajinkya Khaitan & Co, Mumbai; Committee Liaison Officer, IBA Individual Tax and Private Client CommitteeAndrea Dorjee-Good Schellenberg Wittmer, ZürichKira Egorova ALRUD, MoscowKristin E Konschnik Butler Snow, London; Newsletter Editor, IBA Taxes CommitteeJames Paladino South Dakota Trust Company, New York; Corporate Counsel Forum Liaison Officer, IBA Individual Tax and Private Client CommitteeRaul-Angelo Papotti Chiomenti Studio Legale, Milan; Website Officer, IBA Individual Tax and Private Client Committee


1530 – 1700

Practical approaches to cross-border inheritanceEach jurisdiction provides for the applicable law and the competent authority dealing with an estate. There are not only differences between common law and civil law jurisdictions, but also within those jurisdictions. If a testator owns property in different jurisdictions, does he need to draft a last will in each jurisdiction? Are the authorities at the situs of the property competent? Is there a difference between movable and immovable property? Does the residence jurisdiction of the heirs need to be taken into account? Should the structure be considered in order to ease the probation of the estate?

Panel Co-ChairsNatalie Peter Staiger Attorneys at Law, Zurich; Publication and Newsletter Editor, IBA Individual Tax and Private Client CommitteeJennifer Smithson Macfarlanes, London

PanellistsLine-Alexa Glotin UGGC Avocats, ParisRenat Lumpau Choate Hall & Stewart, Boston, Massachusettes Dirk-Jan Maasland Loyens & Loeff NV, AmsterdamAlejandro Santoyo Creel Garcia-Cuellar Aiza y Enriquez, Mexico City

1930 Conference reception and dinnerClothworkers’ Hall Dunster Court, Mincing Lane, London EC3R 7AH

In the heart of the City of London, Clothworkers’ Hall is a unique venue boasting a history dating back almost 500 years. The home of one of the ‘Great Twelve City Livery Companies’, this vast hall combines elegant splendour and historical richness, providing the perfect setting for our gala dinner.

Price: £100 per registered delegate

Transport will be provided

Conference reception and dinner sponsors

Continuing Professional Development/Continuing Legal Education

*The number of CPD/CLE hours available may vary depending on the rules applied by the members’ bar association/law society on time recording criteria.

For conference delegates from jurisdictions where CPD/CLE is mandatory, the IBA will provide a Certificate of Attendance for the conference. Subject to CPD/CLE requirements, this can be used by conference delegates to obtain the relevant number of hours’ accreditation.

A CPD/CLE Certificate of Attendance is available to conference delegates on request. Please ask at the IBA conference registration desk for information on how to obtain the certificate.

Tuesday 6 March

0745 – 0845 Breakfast roundtable

See no evil, hear no evil, speak no evil… unless, of course, it’s evil Attorney-client privilege is one of the last remaining pillars of privacy. How has it changed, what are the limits, does it work abroad, and is there potential foreign criminal liability for actions which are perfectly legal in your country? This roundtable discussion will explore the evolving role of privilege, confidentiality, and potential criminal vulnerabilities of the sacred relationship between attorney and client.

Panel Co-ChairsStephen Baker Baker & Partners, Jersey; Senior Vice-Chair, IBA Asset Recovery SubcommitteeMark Osborne Osborne Helman Knebel & Scott, Austin, Texas; Treasurer, IBA Individual Tax and Private Client Committee

FacilitatorPercy Castle Casahierro Abogados, Lima; Scholarship Officer, IBA Individual Tax and Private Client Committee


0900 – 0915 Welcome from Conference Co-Chairs

0915 – 1045

I am leaving the country and only for this reason should I pay capital gain taxes. What are you talking about? This really takes the biscuit!This panel will outline solutions to a number of typical exit tax issues with which high net worth individuals are frequently confronted. Limits established by European Court of Justice case law regarding the scope of this anti-abuse rule will also be discussed, as will the interaction of domestic exit tax systems with double tax treaties.

Panel Co-ChairsJosé Blasi Naves Monereo Meyer Marinel-lo Abogados, BarcelonaNiklas Schmidt Wolf Theiss, Vienna; Vice Chair, IBA Individual Tax and Private Client Committee

PanellistsJerome Barre Franklin, Paris Michael Fischer Fischer Ramp Partner, ZurichRenee Gabbard Bryan Cave, Irvine, CaliforniaGerd Kostrzewa Heuking Kühn Lüer Wojtek, Düsseldorf


1100 – 1215

Art and private clientsOwning valuable art works means not only knowing the art world, but also having competence in complex international transactions, tax issues and intellectual property rights. This panel will discuss the legal issues of importance to art collectors, art galleries, art dealers, auction houses, artists, museums, private banks, family offices, insurance companies and art investment funds.

Panel Co-ChairsOlga Boltenko Boltenko Law, ZurichPierre Valentin Constantine Cannon, London

PanellistsGiovanni Cristofaro Chiomenti Studio Legale, Milan Lucian Simmons Sotheby’s, New YorkWolf-Georg von Rechenberg CMS, Berlin Marc Weber Lanter, Zürich

1215 – 1315 Buffet lunch

1315 – 1445

Successful families – inspiration for advisors and clientsFew family-held companies survive multi-generational turmoil. Families who successfully transition to the second generation often fall prey to the market via management buyouts or private equity investors, thereby allowing the family shareholders to receive a fair market value price. Yet the long-term economic success of a family is measured in both the continuation of the enterprise and also its ability to maintain family members’ lifestyle. How do these families survive an ever-more aggressive tax and legal environment which aims to ‘tax the rich’?

Panel ChairGerd D Goyvaerts Tiberghien, Antwerp; Membership Officer, Individual Tax and Private Client Committee

PanellistsElissa Romanin Minter Ellison, Melbourne, Victoria; Young Lawyers’ Programme Officer, IBA Taxes CommitteeAlexandra Sharpe Deloitte, London Bernard Siau AlsicoGroup, Ronse, BelgiumMarkus Zwicky Zwicky Windlin Anwälte & Notare, Zug


Kindly supported byExhibitors

The 2018 IBA Annual Conference will be held Rome, the Eternal City. As the saying goes, ‘all roads lead to Rome’ and the conference will bring together delegates from all over the world for the largest and most prestigious event for international lawyers.

WHAT WILL ROME 2018 OFFER YOU?• Gain up-to-date knowledge of the key developments in your area of law which

you can put into practice straight away

• Access to the world’s best networking and business development event for lawyers – attracting over 6,000 individuals representing over 2,700 law firms, corporations, governments and regulators from over 130 jurisdictions

• Build invaluable international connections with leading practitioners worldwide, enabling you to win more work and referrals

• Increase your profile in the international legal world

• Hear from leading international figures, including officials from the government and multilateral institutions, general counsel and experts from across all practice areas and continents

• Acquire a greater knowledge of the role of law in society

• Be part of the debate on the future of the law

TO REGISTER YOUR INTEREST:

Visit: www.ibanet.org/Form/IBA2018Rome.aspx

Email: [email protected]

To receive details of all advertising, exhibiting and sponsorship opportunities for the IBA Annual Conference in Rome, email [email protected]

OFFICIAL CORPORATE SUPPORTER

Tuesday continued

1515 – 1630

Marriage is universal, but is this true of matrimonial agreements?In our globalised world, marriages between individuals from different jurisdictions and different cultural backgrounds are far more frequent. Students, executives, entrepreneurs and even retired individuals are moving from one jurisdiction to another in search of the best place to study, work, expand their business and transfer their wealth. This session will look at their matrimonial agreements and, more importantly, enforceability in the event of a separation, divorce or death. Is it possible to plan efficiently for those multi-jurisdictional and mobile families? Will a carefully planned ante-nuptial agreement not only resist the passage of time but also the change of jurisdictions? What about agreements entered into after marriage? Will a civil law marriage contract be enforced in a common law jurisdiction in the event of a divorce? Will a common law pre- or post-nuptial agreement be enforced in a civil law jurisdiction? What are the interactions of those matrimonial issues with carefully planned structures such as trusts, corporations or even life insurance policies?

Panel Co-ChairsMarcus Dearle Haley Ho & Partners in association with Berwin Leighton Paisner, Hong Kong SAR; International Liaison Officer, IBA Family Law CommitteeAnne Guichard Notaires, Paris; Young Lawyers Liaison Officer, IBA Individual Tax and Private Client Committee

PanellistsZenobia Du Toit Miller du Toit Cloete Inc, Cape Town; Chair, IBA Family Law CommitteeDelphine Eskenazi Libra Avocats, ParisJacqueline Newman Berkman Bottger Newman & Rodd, New York

1630 – 1700 Summary and Committee business meeting

The IBA, its officers and staff accept no responsibility for any views expressed, presentations or materials produced by delegates or speakers at the Conference.

The 2018 IBA Annual Conference will be held Rome, the Eternal City. As the saying goes, ‘all roads lead to Rome’ and the conference will bring together delegates from all over the world for the largest and most prestigious event for international lawyers.

WHAT WILL ROME 2018 OFFER YOU?• Gain up-to-date knowledge of the key developments in your area of law which

you can put into practice straight away

• Access to the world’s best networking and business development event for lawyers – attracting over 6,000 individuals representing over 2,700 law firms, corporations, governments and regulators from over 130 jurisdictions

• Build invaluable international connections with leading practitioners worldwide, enabling you to win more work and referrals

• Increase your profile in the international legal world

• Hear from leading international figures, including officials from the government and multilateral institutions, general counsel and experts from across all practice areas and continents

• Acquire a greater knowledge of the role of law in society

• Be part of the debate on the future of the law

TO REGISTER YOUR INTEREST:

Visit: www.ibanet.org/Form/IBA2018Rome.aspx

Email: [email protected]

To receive details of all advertising, exhibiting and sponsorship opportunities for the IBA Annual Conference in Rome, email [email protected]


Information

Date5–6 March 2018

VenueClaridge’sBrook StreetLondon W1K 4HREnglandTel: +44 (0)20 7629 8860Fax: +44 (0)20 7107 8855Email: [email protected]

LanguageAll working sessions and conference materials will be in English.

How to registerRegister online by 26 February at www.ibanet.org/conferences/conf839.aspx and make payment by credit card, to avail of the ten per cent online registration discount, or complete the attached registration form and return it to the Conference Department at the IBA together with your bank transfer/cheque payment. You should receive emailed confirmation of your registration within five days; if you do not then please contact [email protected].

FeesOnline registrations received:

on or before until 22 January 26 February

IBA member £785 £875

Non-member* £920 £1005

Young lawyers (under 30 years) £590 £1005

Academics/judges (full-time) £590 £1005

Public lawyers £590 £1005

Corporate counsel** £705 £1005

Conference reception and dinner £100 £100

After 26 February registrations must be received in hard copy at the IBA office.

Hard copy registration forms and fees received:

on or before after 22 January 22 January

IBA member £870 £970

Non-member* £1020 £1120

Young lawyers (under 30 years) £655 £1120

Academics/judges (full-time) £655 £1120

Public lawyers £655 £1120

Corporate counsel** £785 £1120

Conference reception and dinner £100 £100

* By paying the non-member fee, we welcome you as a delegate member of the IBA for the year in which this conference is held, which entitles you to the following benefits:

1) Password access to certain parts of the IBA website. 2) Receipt of IBA E-news and access to online versions of IBA Global Insight.3) Pay the member rate for any subsequent conference registrations for

this calendar year.** A reduced rate is offered to IBA Corporate Group Members. Please

register online to obtain a 25 per cent discount on the IBA member fee.

If you would like to become a full or general member of the IBA, which includes membership of one committee or more and inclusion in and access to our membership directory, we encourage you to do so now in order to register for this conference at the member rate. Full details of how to join can be found at www.ibanet.org.

A reduced rate is offered to lawyers who are over the age of 65, have been an IBA member for more than 20 years and are no longer practising law.

Full payment must be received in order to obtain your conference documentation.

Fees include:• Attendance at all working sessions• Conference materials, including any available speakers’ papers

submitted to the IBA before 23 February• Access to the above conference working materials from the IBA website

(www.ibanet.org) approximately seven days prior to the conference• Access to mobile delegate search application • Buffet lunch on Monday and Tuesday• Tea and coffee during breaks

Please note that registrations are not transferable.

List of participantsIn order for your name to appear in the list of participants, which will be distributed at the conference, your registration form must be received by 26 February at the latest.

Mobile delegate search applicationAll registered delegates will receive a printed list of participants at the conference, however delegates are now also able to use the mobile delegate search. This application has been developed to aid networking by giving delegates instant access to an up-to-date list of their fellow attendees, and comes with the added benefit of a built-in messaging service. All registered delegates with an internet or Wi-Fi-enabled device will have access, using their IBA username and password. Simply visit: m.ibanet.org/conf839. Registration confirmation All documentation regarding your attendance at the conference can now be obtained from the IBA website. Upon receipt of your payment for the conference, a confirmation email will be sent containing instructions on how to download the documents. Registration confirmation will not be distributed by post.



Photography and filmingCertain sessions and/or social functions may be photographed and/or filmed and some of this content may be used for future IBA marketing materials, member communications, products or services. Should you have any concerns with regard to this, or do not wish to be featured in any of these materials, please contact the IBA Marketing Department at [email protected].

Promotional literaturePlease note that no individual or organisation may display or distribute publicity material or other printed matter during the conference, unless by prior arrangement with the IBA. Organisations and companies wishing to discuss promotional opportunities should contact the IBA Sponsorship Department at [email protected].

Payment of registration feesPounds sterling: by cheque drawn on a UK bank and in favour of the International Bar Association. Please send to: 4th Floor, 10 St Bride Street, London EC4A 4AD, United Kingdom.

OR by bank transfer to the IBA account number: 13270222 (Sort Code 56-00-03) at the National Westminster Bank, St James’s & Piccadilly Branch, 208 Piccadilly, London W1A 2DG, United Kingdom or SWIFT address NWBKGB2L, IBAN GB05NWBK56000313270222. Please ensure that a copy of the bank transfer details is attached to your registration form.

Euro: by cheque or bank draft, drawn on a euro zone bank and converted at the current rate of exchange and in favour of the International Bar Association.

OR by bank transfer to the IBA bank account number 550/00/06570631 (Sort Code 56-00-03) at the National Westminster Bank, St James’s & Piccadilly Branch, 208 Piccadilly, London W1A 2DG, United Kingdom or SWIFT address NWBKGB2L, IBAN GB58NWBK60721106570631. Please ensure that a copy of the bank transfer details is attached to your registration form.

Use the exchange rate prevailing at the time of registration.

US dollars: by cheque converted at the current rate of exchange and drawn on a US bank and in favour of the International Bar Association. Please send to: 4th Floor, 10 St Bride Street, London EC4A 4AD, United Kingdom.

OR by bank transfer to the IBA account number: 01286498 (Sort Code 56-00-03) at the National Westminster Bank, St James’s & Piccadilly Branch, 208 Piccadilly, London W1A 2DG, United Kingdom. SWIFT address NWBKGB2L, IBAN GB55NWBK60730101286498. Please ensure that a copy of the bank transfer details is attached to your registration form.


Online credit card payments: by Visa, MasterCard or American Express. No other cards are accepted.

PLEASE ENSURE THAT YOUR NAME AND ‘CON839LONDON’ APPEAR ON ANY TRANSFER OR DRAFT.

The organisers may at any time, with or without giving notice, in their absolute discretion and without giving any reason, cancel or postpone the conference, change its venue or any of the other published particulars, or withdraw any invitation to attend. In any case, neither the organisers nor any of their officers, employees, agents, members or representatives shall be liable for any loss, liability, damage or expense suffered or incurred by any person, nor will they return any money paid to them in connection with the conference unless they are satisfied not only that the money in question remains under their control but also that the person who paid it has been unfairly prejudiced (as to which, decision shall be in their sole and unfettered discretion and, when announced, final and conclusive).

No deductions or withholdingsAll fees payable to us by you in accordance with the terms contained in this ‘Information’ section shall be paid free and clear of all deductions or withholdings whatsoever.

If any deductions or withholdings are required by law to be made from any fees payable to us by you under the terms contained in this ‘Information’ section you shall pay such sum as will, after the deduction or withholding has been made, leave us with the same amount as we would have been entitled to receive in the absence of any such requirement to make a deduction or withholding.

If we obtain the benefit of any tax credit or other relief by reference to any such deductions or withholdings, then we shall repay to you such amount as, after such repayment has been made, will leave us in no worse position than we would have been had no such deductions or withholdings been required.

Conference sell-outsThe IBA places its conference in venues of a suitable size for the event; however, there are times when our conferences may sell out. Should this happen, prospective delegates will be informed and a waiting list will operate. The waiting list will function on a ‘first come, first served’ basis, subject to receiving registered delegate cancellations. The IBA will not be liable for any travel or accommodation expenses incurred by an individual who travels to the conference without a confirmed place at the event.

Travel arrangements and visasParticipants are responsible for making their own travel arrangements. It is recommended that you check your visa requirements with your local embassy or consulate. We are unable to dispatch visa invitation letters to support your visa application prior to receipt of your registration form and full payment of registration fees.

Please apply for your visa in good time.

Cancellation of registrationIf cancellation is received in writing at the IBA office by 2 February, fees will be refunded less a 25 per cent administration charge. Refunds will be made minus any monies owed to the IBA.

We regret that no refunds can be made after this date. Registrations received after 2 February will not be eligible for any refund of registration fees. Please note that NO exception will be made to this policy. Should you have difficulties in obtaining your visa and are not able to attend the conference, this cancellation policy will still apply.

Upon submission of your completed conference registration form to the IBA, you are considered ‘registered’ pending payment. Please note that as

soon as your registration is received, the cancellation terms and conditions as indicated will apply.

Provided you have cancelled your registration to attend an IBA conference in accordance with the terms of the ‘cancellation of registration’ clause included in the ‘Information’ section of the relevant conference programme, you must then confirm to us in writing at the IBA office as soon as possible, but in no event later than one year (12 calendar months) from the date of any such conference, all necessary details to enable any reimbursement owed to you to be paid. We regret that no refunds will be made after the date that is one year (12 calendar months) after the date of the relevant conference.

Hotel accommodationThe IBA has reserved a limited number of guest rooms for the nights of 3–6 March inclusive at Claridge’s at the following rates:

Deluxe King room: £495

Superior King room: £445

Superior Queen room: £390

Subject to availability, the rates quoted apply if booked by 23 February via the official accommodation agent, Judy Lane ICS. This is a limited block of rooms so please book early as rates and availability cannot be guaranteed. To make a reservation please use the following link: www.jlconlineregistrations.com/2018/iba/74-london/accommodation

Judy Lane ICSTel: +44 (0)1293 888 352Fax: +44 (0)870 912 2511Email: [email protected]

All reservations will be acknowledged by email within 48 hours of receipt. Bookings cannot be made without a credit card number. Any subsequent amendment to your reservation must be made in writing to Judy Lane ICS. If you do not receive email confirmation of your reservation or amendment/cancellation, please contact Judy Lane ICS by telephone. Subject to availability, Judy Lane ICS can accept reservations up until 23 February. Thereafter, all reservations should be made direct with the hotel, quoting ‘IBA Conference’ as the reference.

Cancellations (partial of full) may be made up until 9 February. After this date, penalties equivalent to your entire stay may apply.

Please note that in the event of any cancellations or no-shows, rooms will be charged to the individual guest’s credit card given at the time of booking.

By completing the online ‘Accommodation form’, you enter into an agreement with the hotel regarding credit card guarantees, cancellation/no-show terms and conditions and room rates. Neither the IBA nor Judy Lane ICS can accept responsibility for hotel accommodation disputes between a delegate and the hotel.

Unauthorised accommodation agentsIt has been brought to our attention that there are multiple companies contacting past attendees, claiming to represent the IBA, offering ‘assistance’ with registration and hotel bookings. They are operating by cold-calling and spamming companies whose names have appeared on previous List of Participants, Programmes and Sponsorship recognition. The only accommodation agent the IBA works with is Judy Lane ICS. Judy Lane ICS do not contact delegates on behalf of the IBA without delegates making initial contact. Please ignore any communication that does not come directly from the IBA or Judy Lane ICS.

Disabled accessClaridge’s is wheelchair accessible. Please notify us if you require special assistance.

Social programme

Monday 5 March

1930 Conference reception and dinnerClothworkers’ Hall, Dunster Court, Mincing Lane, London EC3R 7AH

Social event ticket reservations cannot be guaranteed unless payment has been received before 26 February, subject to availability.

Price: £100 per registered delegate.

The International Bar Association’s Human Rights InstituteThe International Bar Association’s Human Rights Institute (IBAHRI), an autonomous and fi nancially independent entity established in 1995, works to promote and protect human rights and the independence of the legal profession worldwide. The IBAHRI undertakes training for lawyers and judges, capacity building programmes with bar associations and law societies, and conducts high-level fact-fi nding missions and trial observations. The IBAHRI liaises closely with international and regional human rights organisations, producing news releases and publications to highlight issues of concern to worldwide media.

All IBAHRI activities are funded by grants and individual donations.

To help support our projects, become a member for just £40 a year – less than £4 a month.

Visit www.ibanet.org/IBAHRI.aspx for more information, and click join to become a member. Alternatively, email us at [email protected].

To read more on IBAHRI activities, download the IBAHRI Annual Review 2016 at http://tinyurl.com/IBAHRI-AnnualReview2016.

Our work around the world

Work carried out in 2016 Work carried out prior to 2016

www.ibanet.org/IBAHRI.apsx @IBAHRI

/IBAhumanrights

http://www.jlconlineregistrations.com/2018/iba/74-london/accommodation

http://www.jlconlineregistrations.com/2018/iba/74-london/accommodation

Registration form

23rd Annual International Wealth Transfer Practice ConferenceWorking globally, planning locally

5–6 March 2018, Claridge’s, London, England

Please read the ‘Information’ section before completing this form and return it together with your bank transfer or cheque to Conference Department at the address overleaf.

REGISTER ONLINE AT WWW.IBANET.ORG/CONFERENCES/CONF839.ASPX TO MAKE IMMEDIATE AND SECURE PAYMENT BY CREDIT CARD AND OBTAIN A 10 PER CENT DISCOUNT ON THE FEES BELOW

PERSONAL DETAILS (Please attach your business card or write in block capitals)

Title________________ Given name ____________________________________________ Family name _____________________________________________

Name and country to be shown on badge (if different from above) __________________________________________________________________________

IBA Membership number (if applicable) ________________________________________________________________ Date of birth ______________________

Firm/company/organisation_____________________________________________________________________________________________________________

Address ____________________________________________________________________________________________________________________________

_______________________________________________________________________________ Country ____________________________________________

Tel _____________________________________________________________ Fax ________________________________________________________________

Email ______________________________________________________________________________________________________________________________

SPECIAL DIETARY REQUIREMENTS

If you have special dietary requirements, due to allergen intolerances, medical, religious reasons or a life choice, please specify the requirement below. The IBA is unable to cater for dietary requirements other than for the above reasons.

Please tick box if you have allergen intolerances and specify ____________________________________________________________________________

Please tick box if your guest has allergen intolerances and specify _______________________________________________________________________

Please state all other dietary requirements clearly, i.e. I am a vegetarian; I do not eat red meat.

___________________________________________________________________________________________________________________________________

Disclosure of dietary information denotes you have agreed to the IBA sharing this information with relevant third parties who are providing catering on our behalf.

TO OBTAIN A TEN PER CENT DISCOUNT ON THE FEES BELOW, PLEASE REGISTER BY 26 FEBRUARY ONLINE AT WWW.IBANET.ORG/CONFERENCES/CONF839.ASPX

IBA MEMBERS CAN REGISTER ONLINE BY 22 JANUARY FOR £785, PLEASE SEE ‘INFORMATION’ FOR FURTHER ONLINE REGISTRATION DETAILS.

HARD COPY REGISTRATION FORMS AND FEES RECEIVED: on or before 22 January after 22 January amount payable

IBA member £870 £970 £

Non-member* £1020 £1120 £

Young lawyers (under 30 years) £655 £1120 £

Academics/judges (full-time) £655 £1120 £

Public lawyers £655 £1120 £

Corporate counsel** £785 £1120 £SOCIAL FUNCTION

Conference reception and dinner. Monday 5 March I will attend. £100 I will not attend £

One place for each delegate is permitted.

Social function ticket reservations are subject to availability and cannot be guaranteed unless payment has been received before 26 February.

WORKING SESSION

Breakfast roundtable. Tuesday 6 March I will attend. No charge I will not attend

TOTAL AMOUNT PAYABLE £

The International Bar Association’s Human Rights InstituteThe International Bar Association’s Human Rights Institute (IBAHRI), an autonomous and fi nancially independent entity established in 1995, works to promote and protect human rights and the independence of the legal profession worldwide. The IBAHRI undertakes training for lawyers and judges, capacity building programmes with bar associations and law societies, and conducts high-level fact-fi nding missions and trial observations. The IBAHRI liaises closely with international and regional human rights organisations, producing news releases and publications to highlight issues of concern to worldwide media.

All IBAHRI activities are funded by grants and individual donations.

To help support our projects, become a member for just £40 a year – less than £4 a month.

Visit www.ibanet.org/IBAHRI.aspx for more information, and click join to become a member. Alternatively, email us at [email protected].

To read more on IBAHRI activities, download the IBAHRI Annual Review 2016 at http://tinyurl.com/IBAHRI-AnnualReview2016.

Our work around the world

Work carried out in 2016 Work carried out prior to 2016

www.ibanet.org/IBAHRI.apsx @IBAHRI

/IBAhumanrights

http://WWW.IBANET.ORG/CONFERENCES/conf839.aspx

http://WWW.IBANET.ORG/CONFERENCES/conf839.aspx

*JOIN THE IBA TODAY AND REGISTER FOR THIS CONFERENCE AT THE IBA MEMBER RATE. PLEASE FIND THE MEMBERSHIP APPLICATION FORM AT WWW.IBANET.ORG.

**A REDUCED RATE IS OFFERED TO IBA CORPORATE GROUP MEMBERS. PLEASE REGISTER ONLINE TO OBTAIN A 25 PER CENT DISCOUNT ON THE IBA MEMBER FEE

A REDUCED RATE IS OFFERED TO LAWYERS WHO ARE OVER THE AGE OF 65, HAVE BEEN AN IBA MEMBER FOR MORE THAN 20 YEARS AND ARE NO LONGER PRACTISING LAW. PLEASE CONTACT THE IBA OFFICE FOR FURTHER INFORMATION.

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5–6 MARCH 2018 CLARIDGE’S, LONDON, ENGLAND

23rd Annual International Wealth Transfer Practice Law Conference: Working globally, planning locally

8–9 MARCH 2018 CONRAD HONG KONG, HONG KONG SAR

3rd IBA Asia-based International Financial Law Conference

9–10 MARCH 2018 THE TAJ MAHAL PALACE, MUMBAI, INDIA

Mergers and Acquisitions in India: New Opportunities and Challenges in a Dynamic India

11–13 MARCH 2018 INTERCONTINENTAL LONDON PARK LANE, LONDON, ENGLAND

19th Annual International Conference on Private Investment Funds

14–16 MARCH 2018 HYATT REGENCY HOTEL AND INTERCONTINENTAL PRESIDENTE HOTEL, MEXICO CITY, MEXICO

Biennial IBA Latin American Regional Forum Conference: Are we ready? Disruptive innovation in Latin America: the role of lawyers

20 MARCH 2018 NEW DELHI, INDIA

Pre-International Competition Network Forum

21–23 MARCH 2018 LANDMARK HOTEL, LONDON, ENGLAND

Insurance – Into the Unknown: Challenges and Opportunities

9–11 APRIL 2018 INTERCONTINENTAL, LISBON, PORTUGAL

Biennial Conference of the Section on Energy, Environment, Natural Resources and Infrastructure Law (SEERIL)

12–13 APRIL 2018 ROYAL HORSEGUARDS HOTEL, LONDON, ENGLAND

8th World Women Lawyers’ Conference: From Courtrooms to Boardrooms: The Impact of Women

19–20 APRIL 2018 RADISSON BLU HOTEL WATERFRONT, CAPE TOWN, SOUTH AFRICA

Africa: Opportunities and Challenges in M&A Transactions

21 APRIL 2018 THE PEACE PALACE, THE HAGUE, THE NETHERLANDS

War and Justice

2–4 MAY 2018 LE WESTIN, MONTREAL, CANADA

IBA Annual Employment and Discrimination Law Conference: Ethical Issues in Employment Law

3–4 MAY 2018, BUENOS AIRES, ARGENTINA

14th Annual IBA Competition Mid-Year Conference

6–8 MAY 2018 RODE HOED, AMSTERDAM, THE NETHERLANDS

24th Annual IBA Global Insolvency and Restructuring Conference

8–9 MAY 2018 JW MARRIOTT, WASHINGTON, DC, USA

34th Annual IBA/IFA Joint Conference on International Franchising

13–15 MAY 2018 W HOTEL, NEW YORK, USA

29th Annual Conference on the Globalisation of Investment Funds

14–15 MAY 2018 LITERATURHAUS, MUNICH, GERMANY

4th IBA Global Entrepreneurship Conference: Disruption Meets Innovative Tradition

16–18 MAY 2018 SWISSÔTEL, CHICAGO, USA

IBA Annual Litigation Forum: Advocacy in the 21st Century

16–18 MAY 2018 SHERATON GRAND, KRAKOW, POLAND

21st Annual IBA Transnational Crime Conference

23–24 MAY 2018 GRAND HOTEL, OSLO, NORWAY

13th Annual Bar Leaders’ Conference

30 MAY – 1 JUNE 2018 HILTON APOLLOLAAN, AMSTERDAM, THE NETHERLANDS

35th International Financial Law Conference

1–2 JUNE 2018 INTERCONTINENTAL, BOSTON, USA

6th Annual World Life Sciences Conference

5–6 JUNE 2018 THE PLAZA, NEW YORK, USA

17th Annual International Mergers & Acquisitions Conference

6–8 JUNE 2018 MARRIOTT HOTEL, ZURICH, SWITZERLAND

10th Annual Real Estate Investments Conference

11–12 JUNE 2018 PRINCIPE DI SAVOIA, MILAN, ITALY

29th Annual IBA Communications and Competition Conference

12–13 JUNE 2018 OECD, PARIS, FRANCE

16th Annual IBA Anti-Corruption Conference

13–15 JUNE 2018 MANDARIN ORIENTAL, MIAMI, USA

11th Annual US-Latin America Tax Planning Strategies Conference

14–15 JUNE 2018 PARK HYATT, VIENNA, AUSTRIA

Balkan Legal Forum 2018 – The Future of Law: Technology and Legal Services in South East Europe 2018-2028

21–22 JUNE 2018 THE GRANGE ST PAUL’S, LONDON, ENGLAND

4th Annual Investing in Africa Conference

17–20 JULY 2018 VIENNA, AUSTRIA

IBA-VIAC CDRC Vienna Mediator Moot

5–7 SEPTEMBER 2018 ALMATY, KAZAKHSTAN

IBA Europe-Caucasus-Asia Forum

6–7 SEPTEMBER 2018 MONTREAL, CANADA

New Frontiers of ADR: From Commercial and Investment Matters to Regulatory Violations

14–15 SEPTEMBER 2018 ST REGIS HOTEL, FLORENCE, ITALY

22nd Annual Competition Conference

7–12 OCTOBER 2018 ROMA CONVENTION CENTER-LA NUVOLA, ROME, ITALY

IBA Annual Conference 2018


4–5 NOVEMBER 2018 CAIRO, EGYPT

Investment prospects and challenges: A shifting landscape in the Middle East

12–13 NOVEMBER 2018 PRAGUE, CZECH REPUBLIC

IBA CEE & CIS Anti-Corruption Enforcement and Compliance Conference

15 NOVEMBER 2018 LONDON, ENGLAND

Private Equity Transactions Symposium

15–16 NOVEMBER 2018 LONDON, ENGLAND

Building the Law Firm of the Future

15–16 NOVEMBER 2018 ACCRA, GHANA

Dispute Resolution in Africa

29–30 NOVEMBER 2018 CAPE TOWN, SOUTH AFRICA

African Regional Conference on the Environment

Full and further information on upcoming IBA events for 2018 can be found at: bit.ly/IBAConferences @IBAevents

Conferences 2018International Bar Association

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Legal information This brochure is for informational purposes only and does not constitute an offer of any kind. The services described in this brochure will be supplied if an agreement between the service provider and the service recipient is reached, subject to change without notice. Certain services and products may be subject to legal restrictions in certain countries.

1/1 Vontobel Swiss Wealth Advisors / October 2017

Vontobel Swiss Wealth Advisors is dedicated to servicing North American investors seeking internationally diversified wealth mangement solutions

Headquartered in Zurich, Switzerland, the world capital of Wealth Management, Vontobel Swiss Wealth Advisors AG is a wholly-owned subsidiary of the widely-respected Vontobel Holding AG. The listed company, which is family-owned, was founded in Zurich in 1924. Vontobel Swiss Wealth Advisors’ experts offer services specifically for North American investors. With our market-centric service model, we meet the specific wishes and requirements of our clients in the US and Canada. As an innovative partner with extensive investment expertise, we fully leverage the strengths of our multicurrency platform for our clients, seeking for them the best opportunities for global diversification. We understand the needs of North American investors. Our company is registered as an Investment Adviser with the US Securities and Exchange Commission (SEC) and acts as an Exempt International Adviser in the Canadian provinces of Alberta, British Columbia, Ontario and Québec. We service our US persons and Canadian permitted clients with the qualities that make the Swiss financial center legendary around the world: strengths such as stability and continuity, service excellence, global reach, integrity and confidentiality. In short, our clients benefit from our ability to customize

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23rd annual international wealth transfer practice ......a conference presented by the iba private...

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