Including the responsibilities of the Trustee and of the Financial Adviser in advising and reviewing trustee investments
Featuring guest speaker Christopher Saunders, Investment Manager with WHIreland
Full Agenda:
- What Corporate Trustees look for in a recommendation
- Initial suitability and ongoing advice
- Taxation
- Reporting
- Due diligence
- The responsibility of the Investment Adviser
- The importance of the flexible investment approach for the often differing needs of a trust with multiple beneficiaries
Meet Christopher Saunders
Chris is a Chartered Wealth Manager and has over 10 years’ experience managing investments for individuals, trustees, corporates and funds.
He co-founded his current team at WHIreland back in 2008 and focuses on developing services to financial advisers and other intermediaries and works with many leading IFA groups and accountancy networks in the UK and overseas.
Chris guides intermediaries through the investment process, assists in liaison with platform providers, pension providers and life offices and provides full on-going support. He also specialises in charting techniques and tools to identify trading opportunities for portfolios. He is also a Chartered Member of the CISI with a Masters in Wealth Management.
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All Webinars commence at 10:00am and finish at 11:00am.
Friday 16th Nov
Monday 19th Nov
This article was submitted to be published by the Countrywide Tax & Trust Corporation Ltd as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.
