Trust Investments

As a Trustee, you have a number of important responsibilities. In particular, you need to ensure that the fund is invested in a way that is both prudent and in the best interests of all the beneficiaries.

To meet these requirements, you’ll need to review the investments and investment policy at least annually.

As Independent Financial Advisors, we can help you fulfil your legal duty of care; for more information, please contact us.

Your service continues to be friendly, personal and inspire confidence. You are a safe pair hands in a fiscal world that changes and challenges continually. A.S.

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