Trust Administration and Compliance

Categories: Chartered
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About Course

Focusing on the day-to-day responsibilities of trust administrators, this module trains professionals to manage trusts efficiently while staying compliant with legal obligations. Learners will engage with case scenarios involving poor trustee practices and learn how to mitigate risk through strong governance.

What Will You Learn?

  • Comprehensive understanding of trustee roles, duties, and ethical responsibilities.
  • Best practices for effective trust record-keeping and transparent documentation.
  • Strategies for clear and professional communication with beneficiaries.
  • Legal fiduciary obligations and how to avoid breaches of trust.
  • Key compliance requirements, including statutory filings, tax responsibilities, and risk management.
  • Insights into jurisdictional differences and governance structures for trusts.
  • Practical approaches to identifying and resolving ethical dilemmas in trust administration.

Course Content

Core Principles of Trust Administration

  • Trustee Roles and Daily Responsibilities
  • Effective Trust Record-Keeping and Documentation
  • Communicating with Beneficiaries

Legal and Regulatory Compliance in Trust Administration

Governance, Ethics, and Case-Based Learning

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