Related Courses
Take your career to the next level with higher education that works for you
Course Overview
This 1-hour introductory/refresher course is aimed at trust and company administrators who need to monitor trust assets within a portfolio. It will enable you to understand valuation reports and identify areas of concern.
Course Content
This course will cover the following topics:
- Outsourcing
- Understanding valuation reports
- Monitoring Trust Assets (responsibility)
- Tracking investment progress
- Benchmarking – is it a good enough return?
- When to flag concerns
- Being proactive
Benefits
The course is ideal for anyone involved in the administration of client trusts and companies in an offshore jurisdiction.
Course Tutor
Angus Kemp
Angus Kemp is a qualified Chartered Accountant and has been involved in tutoring students in the islands for over 25 years. He came to Guernsey in 1985 after having qualified in Glasgow, and has spent time with Coopers & Lybrand and BDO as well as a spell with ICI. In 1995 he established Offshore Training Consortium in Guernsey, which was subsequently acquired by BPP, and in 2002 he founded his accountancy practice, Kemp & Company Limited. He continues to service his own clients and specialises in audit and assurance services, liquidations and general business advice. Angus’s extensive academic credentials include MA in economics and Politics, Postgraduate Certificate in Accountancy, and a Masters degree in Education.
Sign In Required
Please sign in to book this course
Select which organisation you would like to book for
Select Attendees to Book
Booking Summary
Free Course Summary
Register Interest Summary
- Course
- Course Title
- Notification
- You will be notified when this course becomes available for booking