TITLE

Taken on trust

AUTHOR(S)
Brown, Gerry
PUB. DATE
May 2009
SOURCE
Money Marketing;5/14/2009, p51
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article discusses the duties and responsibilities of trustees in the financial sector in Great Britain. The author notes that trustees are given the privilege to access a wide range of investment products provided that they have to comply with the regulations and specifications before they can gain the benefits of the products. The author also cites the features of the bond that can be used by trustees, along with the obligations and advantages it contains.
ACCESSION #
41141597

 

Related Articles

  • Conflict: part of life, part of business. Zammit, Paul // Money Management;8/26/2004, Vol. 18 Issue 31, p20 

    Discusses the provision of the new subsection of the Clerp 9 amendment, the conflicts amendments, which attempts to codify the existing common law principal of fiduciary duties. Overview about fiduciary relationship; Essence of the amendments to the financial planning services; "Licensing:...

  • Pooled interests. Murphy, Patrick // Money Marketing;10/7/2004, p63 

    Presents a question and answer advisory on the implication of the Trustees Act 2000 for trusts and trustees in Great Britain. Introduction of rules for capital gainstax; Changes to the system of dividend tax credits; Advantages of packaged products.

  • The Dangerous Allure of Incentive Trusts.  // REP.;Oct2015, Vol. 39 Issue 10, p42 

    The article discusses issues related to incentive trusts, which are explicitly spell out conditions which need to be met by the beneficiary to receive a distribution. Topics discussed include advantages and disadvantages associated with these trusts, making allowances for unexpected events or...

  • Trigger points. Ashcroft, John // Money Marketing;5/25/2006, p52 

    The article focuses on the objectives of the statement published by the Pensions Regulator which informs trustees, employers, and advisers about how to regulate the funding of defined-benefit occupational pension schemes. The statement is designed to help trustees and others make informed...

  • Bare-faced cheek. Wickenden, Tony // Money Marketing;10/7/2004, p63 

    Discusses the applicability of trusts in combination with a financial product. Aim of the approach; Limitations of the combination; Elements of an arrangement based on a bare trust.

  • Fund of funds performance data.  // Fund Strategy;7/23/2007, p27 

    The article offers information on the fund of funds performance. The Asia ex Japan sector was the best performing overseas regional sector over one and three years to July 16, 2007. The top performing fund over one year, not only in the Asia ex Japan sector, but in all international sectors, was...

  • Dereliction of duty. Noach, Robert // Money Marketing;9/8/2011, p44 

    The article discusses the responsibilities that financial advisers must fulfill to help clients. It mentions that too much concern in short-term perspectives will lead to high turnover of assets with associated transaction costs and false expectations that create underachievement. It notes that...

  • You deserve a fiduciary standard of care. Marotta, David John // Hudson Valley Business Journal;12/20/2010, Vol. 21 Issue 50, p9 

    In this article, the author offers information on the distinction between fee-only fiduciaries and commissioned-based agents and brokers in the U.S. It states that fee-only fiduciaries act as agents for investors, while the agent or broker is an employee. Don Trone, founder and executive...

  • The 2006 Year in Review. Tacchino, Kenn Beam // Journal of Financial Service Professionals;Nov2006, Vol. 60 Issue 6, p8 

    This article presents a note from the editor of this journal about articles that were published in 2006. The articles are listed under the following categories: "Qualified and Nonqualified Plans;" "Advanced Insurance;" "Market Issues;" "Estate Planning;" "Economics and Investments;" "Tax...

Share

Read the Article

Courtesy of THE LIBRARY OF VIRGINIA

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics