Minute Writing for Trust & Fund Professionals

Course Summary

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

Course Benefits

Learn what is legally required for minute takers and how can you 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.

Tutor Profile

Liz Taylor-Kerr has over 25 years’ experience in finance, including 15 working in Guernsey’s Fund Administration industry, and is a Chartered Secretary. She has taught professional qualifications for over five years in Guernsey as well as writing and delivering bespoke minute writing courses.

Course at a Glance

  • Next Start Dates: New dates TBA
  • CPD Points: 3.5
  • Course Cost: £195.00
  • Course Length: Half day (09:00-12:30)

There are no dates currently available for this course, If you would like to register your interest please complete the form below:

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