Sign up to our mailing list

Sign up for more info including course updates,
upcoming courses and the latest news from GTA

Search

Covid 19

Covid 19 Update

In light of the new COVID-19 situation, the GTA has closed its office and training rooms to the public until further notice. The GTA team are working hard to move our portfolio of courses online and we will provide an update shortly. During this period please contact us via email [email protected].

Finance, Investments & Funds, Trust

Minute Writing for Trust & Fund Professionals

Course details

CPD Points

3.5

Cost

£195

Length

Half day (09:00-12:30)

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.

Upcoming Courses

Some courses we run are scheduled based on demand. Please ensure you register your interest to ensure we know which courses you would like to attend.