Course Overview
This course offers practical tips on minute writing for professionals working in the Trust and Fund Administration sectors.
Course Content
- Different types of meetings
- What are minutes and why do we need them?
- What documentation do you need before a meeting? (Agenda, Notice, Proxy form)
- What are resolutions?
- Tips for taking notes
- Common obstacles
- Legal requirements
- Trust & Fund specific meetings – what’s different about them?
- Tips for writing the minutes – what to and what not to include
Course Benefits
Learn what is legally required for minute takers and how you can make the task easier when taking minutes. You will cover the very specific requirements for the finance industry which will help your minute taking and mean you avoid having to ask awkward questions.
Next Steps
If you would like to book a place on this course please click on the ‘Book Course’ button to the right of this page and login or register for a user account to complete your booking(s). Any queries please do not hesitate to contact us via [email protected] of call us on 01481 721555.
If no date is scheduled for this course at the present time please click on the ‘Register Interest’ button and login or register for a user account so that we can add you to our course interest register. This register allows us to contact our tutors and finalise dates for a course as soon as we have a few people who have expressed their interest, so the more delegates who register their interest, the sooner we can schedule a particular course.