Beneficiary Funds & Trustees Duties - Principal Officers Association

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Review• <strong>Trustees</strong> toinvestigatesoundness /appropriatenessof beneficiaryfund:− Inception− Periodic review

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Service Provider Policy – operational issuesOperational Issues• Fees• Standard and delivery on service levelagreements• Turn around times:− Responding to beneficiary’s queries− Paying out income / capital to beneficiaries• Facilities to liaise with beneficiaries:− Country wide offices?

Review• <strong>Trustees</strong> toinvestigatesoundness /appropriatenessof beneficiaryfund:− Inception− Periodic review

Page 1 and 2: Title- Now more than ever -Benefici
Page 3 and 4: What went wrong iro the Living Hand
Page 5 and 6: More protection for BeneficiariesNe
Page 7 and 8: What is a Trustees role iro Benefic
Page 9 and 10: When do we pay monies into a Benefi
Page 11 and 12: When do we pay monies into a Benefi
Page 13 and 14: Trustees duties - selecting a Benef
Page 15: Service provider policy - governanc
Page 19: Any Questions?

Beneficiary Funds & Trustees Duties - Principal Officers Association

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