TRUSTEE FUNDAMENTALS

We offer two Trustee Fundamental courses - one focusing on legal aspects and the other on funding and investments. Both give a good level of training for those new to the trustee role or those looking for a refresher.

Legal Aspects
This is a one day seminar covering the general principles of trusts including the legal responsibilities associated with being a trustee and the parties involved with the scheme.

Ideal for:

• New trustees
• A refresher course
• Anyone thinking of becoming a trustee
• Keeping up with your TKU requirements

Course Dates
14 May 2012
11 June 2012
24 September 2012
15 October 2012
12 November 2012

Please contact us for more information about this course or to book your place.

Funding and Investments
This is a one day seminar introducing trustees to the basics of funding and investment aspects, including strategies and asset allocation.

Ideal for:

• New trustees
• A refresher course
• Anyone thinking of becoming a trustee
• Keeping up with your TKU requirements

Course Dates
15 May 2012
12 June 2012
25 September 2012
16 October 2012
13 November 2012

Please contact us for more information about this course or to book your place.