This course offers practical tips on minute writing for professionals working in the Trust and Fund Administration sectors.
- 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
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.
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