Trust Administration: essential skills and knowledge

3 PD hours

Description

This webinar will introduce the trainee administrator to the concept of a Trust as an equitable legal arrangement and its role and function as a key financial planning vehicle.

Part 1 - 09:30-11:00
Break - 11:00-11:30
Part 2 - 11:30-13:00

Content

Trust Administration: Essentials: Part 1 (Theory)

What is a Trust and how are they created

Key parties to a Trust

Trustee’s duties, powers and liabilities

Beneficiary interests and rights

Common types of Trusts and how they are utilised in offshore planning

Trust Administration Essentials: Part 2 (Practice)

Trust formation checklist

Distributions and other benefits

Trustees duties and investments

Ensuring effective management and control offshore

The importance of trustee records and meetings

Presenter

Jo French

Expert Trainer at the School of International Financial Services

Jo, through her company JETT Limited, specialises in developing contemporary bespoke, technical in-house CPD programmes covering a range of AML, compliance and governance issues. She has over 25 years’ experience in delivering credible training to a wide range of financial service businesses both in the Crown Dependencies and internationally, as well as institutions that include the BBA, the ACSP in the Isle of Man, Guernsey Training Agency and the Jersey International Business School where her role also extended to delivering on Buckingham University’s BSc (Hons) in International Financial Services degree as part of their faculty.

In addition, she has taught on the International Compliance Association’s full range of AML and compliance qualifications since 2005, and as a Fellow of the Governance Institute (formally ICSA) written and delivered across both level 4&5 Certificate and Diploma, as well as the qualifying scheme, (subjects include Corporate Governance, Risk Management, Boardroom Dynamics, Company Law and Company Compliance and Administration.) Jo’s ICSA students have won many international prizes, most recently in Trust and Company Administration in May 2021, and CORE in the November 2021 exams.

A committed educationalist, Jo has a First Class Law Degree (LLB) and Masters in Law (LLM) (Merit) from Queen Mary University of London specialising in financial services law. She is passionate about the delivery of accessible and innovative training courses.