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Trusts

Key trust roles (LMS_CO_051)


Description
After completing this course (watching this video, and reading the accompanying material) you will be able to:

1. Identify four of the most commonly encountered figures in a discretionary trust (trustee, beneficiaries, settlor and appointer)
2. Explain the function performed by each of these roles

CPD Time: 30

Content
  • Video - Key Trust Roles
  • Materials - Key trust roles
  • Test - Key trust roles
Completion rules
  • All units must be completed