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ADMINISTRATION OF TRUSTS
 
 
 
 
 

Effective trust administration is key to any trust. Perseus Captial's trust administration service offering involves the following:

  • Ensuring that the trust property is adequately insured and funds are properly invested by measuring fund managers performance to approved benchmarks;
  • Determining the short, medium and long term income and capital needs of the beneficiaries;
  • Ensuring that the provisions of the trust deed are complied with and upheld at all times;
  • Ensuring that all the trustsí statutory requirements are complied with;
  • The preparation and maintenance of a trust asset register (investments and fixed assets);
  • Conducting trustee meetings annually, bi-annually or quarterly, depending on the size of the trust and the type and level of investments;
  • The recording of the minutes of trustee meetings and investment decisions;
  • The maintenance and safekeeping of the minutes book;
  • The drafting of special resolutions and making any minor changes to the trust deed;
  • The drafting of loan agreements;
  • Advising on the trust and ensuring that the trust is being utilised as an efficient estate planning tool;
 
 
 
 
 
 
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