Location: BPP Online Classroom Live
This course is suitable for new entrants into the industry, and junior administrators, and provides an overview of the origins of a trust relationship. The session describes and explains the terminology used in the sector, assisting new professionals to identify key issues. The course covers the common types of trust in use including the basics of trust administration and common problems that may occur.
Having attended this course, delegates will:
-Understand the origin of trusts
-Be able to explain basic trust concepts and terminology
-Discuss the uses of various types of trust
Course Content
-What is a trust and why do clients use them?
-How is a trust created and who are the parties to a trust?
-Settlors, beneficiaries and trustees
-Types of trusts used in offshore jurisdictions and rationale
-Trust documentation and roles and responsibilities
Please book using the link below. Please email ci-pd@bpp.com with any queries.
Benefits of membership include: full members can submit a detailed firm listing for posting on our website, staff of full members can attend our regular lunchtime seminars free of charge, all members have priority booking for our School of International Financial Services (SIFS) training courses.