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Trusts - compliance and risk - webinar package

NZ $121.00
Sarah Parsons 2014
Sarah Parsons 

Webinar Package includes:

Archive Presentation  l  Booklet  l  PowerPoint Presentation

Webinar Package Fee (incl GST)

  • $91 - NZLS members and Associate members
  • $121 - Non-members

Note: Access to the online files is via your "My CPD" page. If you would like to purchase multiple packages, please contact us here.


Webinar Archive Presentation

Presentation time: 60 minutes

Trusts are a powerful tool that enable practitioners to work with clients in protecting and preserving their assets.

This webinar will focus on trusts from the perspective of implementing suitable strategies to help ensure compliance and manage risk. It will also consider both how and why it is useful to utilise these strategies in the establishment, administration and management of trusts.

Please contact us if you use a dial up internet connection.


Author: Sarah Parsons
Published: 15 October 2014
Pages: 32


The key to looking at trusts from a compliance and risk perspective is to identify the areas of trust establishment, administration and management where possible issues may arise and then implement suitable strategies to help ensure compliance and manage risk.

This approach includes drafting documents tailored specifically to a client’s circumstances but future-proofing those documents to allow for the reasonably unexpected – as there is no way to know all possible policy and law changes yet to eventuate, or all of the approaches a regulator or supervisor may take in enforcing compliance with the law.

PowerPoint Presentation

These are the slides included in the webinar presentation.
Number of Slides: 29

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