Trust Module 3 - Practical Trust Administration

Module Details Price  
Trust Module 3 - Practical Trust Administration £25.00 ex VAT
(£30.00 inc VAT)
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Do you work in the Trust field?

Check out the various modules we have available, all of which are aimed at extending your knowledge and providing practical help and specific guidance on day to day Trust issues.

Practical Trust Administration covers the following:

  • MANAGING NEW CLIENTS
  • SETTING UP A NEW TRUST
  • IMPACT OF ANTI-MONEY LAUNDERING GUIDELINES
  • DISCLOSURE OF UNDERLYING PRINCIPALS / BENEFICIAL OWNERSHIP
  • OPENING A TRUST BANK ACCOUNT
  • ONGOING ADMINISTRATION
  • MAKING DISTRIBUTIONS
  • MEETINGS AND ADMINISTRATION
  • DEEDS OF APPOINTMENT/DISTRIBUTION OF TRUST FUNDS
  • ACCOUNTING RECORDS
  • UNDERLYING COMPANIES

 

Each of our online courses include:

 

  • Video delivered online tuition, spanning the entire course subject
  • PDF notes for each course purchased
  • PDF copy of the PowerPoints for each course purchased
  • Online tutor support, as and when required
  • Automated online questions to test your understanding
  • A certificate to meet your CPD requirements, upon request