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
of Operational Reports
administration client queries
Must have:
Accounts Review of Operational Reports Attendance of trustee meetings and managing agents meetings Clearing
Accounts Review of Operational Reports Attendance of trustee meetings and managing agents meetings Clearing
relationships documented (shareholders, directors, trustees, beneficiaries, settlors etc). On-boarding of
owner-care consultants, relationship managers, and trustees to ensure building maintenance aligns with the
owner-care consultants, relationship managers, and trustees to ensure building maintenance aligns with the
groups are linked Directors, Shareholders, Trusts, Trustees, Employer/Employees etc Changes to Buy and Sells
groups are linked Directors, Shareholders, Trusts, Trustees, Employer/Employees etc Changes to Buy and Sells