Understanding banking products - Workshop 2018.

Majority of banks offer different banking products in accordance with their own capacities and appetite. However, such banking products might not be entirely suitable for corporateā€™s actual requirements. In order to take an active role for selecting banking products, we have to understand different banking products and so as to make the most suitable choice amongst the pool of banking products.

In this workshop, gain insights on how to differentiate various banking products and delineate them into four main categories.


Key topics covered:

  • Discuss trade financing facilities, which are most common for trading / manufacturing companies
  • Discuss corporate lending facilities, which include various types of borrowings from banks
  • Discuss treasury products, which are low risk appetite for corporate accountants
  • Discuss financing for the Group, which has parent company or subsidiaries in China or abroad
  • Introduce and explain
  • Trade finance products
  • Corporate lending products
  • Treasury products
  • Cross border financing products


Trainer profile:

S Chan is an experienced senior credit and marketing professional with over 40-year banking experience specialising in marketing and lending activities from structuring bilateral trade and loan facilities to arranging syndicated loans. He worked as different senior roles at front and back offices with leading international banks in HK, including but not limited to National Westminster Bank, ING Bank and China Construction Bank (Asia). His last bank job was credit approver with China Construction Bank (Asia). Mr Chan also worked in HK publicly-listed company, looking after corporate treasury management. Mr Chan graduated as Master Degree of Applied Finance in Macquarie University, Australia in 2000. He is also Member of HKSI, ACIB and AHKIB.

Learning objectives

  • Understand trade financing facilities
  • Gain knowledge of corporate lending facilities
  • Identify treasury products
  • Understand Cross border financing products

Audience

This workshop is suitable for finance professional, CFO, accountants, bank relationship manager and those who are interested in getting right banking products for accountants.

3 hours

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