understanding of the fiduciary duties of an Independent Trustee.
Duties and responsibilities:
- take
and all trustees should attend unless there is a valid reason for non-attendance. Trustees are expected
schemes. Meetings Attend Trustee/Director meetings Chair and/or take minutes of Trustee/ Director meetings meetings. Act upon items resulting from Trustee/ Directors meeting. Determine date, time, and venue for AGM/ AGM/ SGM according to legislation and trustee/director availability. Oversee the scheduling of AGM/ SGM for processes. Approve monthly reports before sending to trustees/ directors. Ensure monthly reports are generated Liaison Build and maintain relationships with trustees/ directors. Build and maintain contractor relationships
schemes. Meetings Attend Trustee/Director meetings Chair and/or take minutes of Trustee/ Director meetings meetings. Act upon items resulting from Trustee/ Directors meeting. Determine date, time, and venue for AGM/ AGM/ SGM according to legislation and trustee/director availability. Oversee the scheduling of AGM/ SGM for processes. Approve monthly reports before sending to trustees/ directors. Ensure monthly reports are generated Liaison Build and maintain relationships with trustees/ directors. Build and maintain contractor relationships
claims, liaising with contractors, owners and trustees, paying of invoices etc. Assist Manager with writing writing letters on instruction of the Trustees. Attributes: Ability to work under pressure and against
claims, liaising with contractors, owners and trustees, paying of invoices etc. Assist Manager with writing writing letters on instruction of the Trustees. Attributes: Ability to work under pressure and against
of Operational Reports
administration client queries
Must have:
making changes to MOI, appointing and moving trustees, Trust deeds, etc Statutory compliance – compliance
making changes to MOI, appointing and moving trustees, Trust deeds, etc Statutory compliance – compliance
relationships documented (shareholders, directors, trustees, beneficiaries, settlors etc). On-boarding of