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Introduction to offshore trusts and administration

Overview

It is suitable for individuals who have recently moved to a trust department or persons who have no knowledge of trusts but would like to improve their awareness of this area.

This course is highly interactive and uses many practical exercises to introduce the student to real administrative tasks.

Course OutlineDownload Information

  • What is a trust?
  • Parties to a trust: Settlor, Trustee, Beneficiaries
  • Common terms and phrases you will see
  • Who sets up a trust and why
  • A quick appreciation of a Trust Deed
  • Duties and Powers of trustees
  • Types of beneficial interest
  • Types of trusts
  • Trustee minutes, file notes, checklists

Pre-requisite knowledge
No knowledge of the subject is required.

CPD Certificates will be provided.

 

 

Course Details
Link to http://www.onestudytraining.co.uk/Courses/Public-and-Inhouse-Courses/
Link to http://www.onestudytraining.co.uk/Courses/Public-and-Inhouse-Courses/Public-and-Inhouse-Courses-Timetable/
Link to http://www.onestudytraining.co.uk/Courses/Book-A-Course/
Link to http://www.onestudytraining.co.uk/Courses/Public-and-Inhouse-Courses/