TRUSTEE TRAINING COURSES

Trustees representing some of the
largest funds in East Africa attending a
trustee training course in Uganda.

Trustee Training

The purpose of these courses is to give trustees an overview of the essential legal and investment knowledge they require to manage their fund effectively. Both newly appointed trustees and those who have been trustees for a while but have had no formal trustee training will benefit from these courses.

Courses are run on demand by specific request and can be designed to meet your fund's specific needs based on the experience levels of your trustees. Where possible, we try to include a thorough examination and discussion of fund-specific documents such as the trust deed, the rules of the fund and service-provider agreements. The duration of our courses depends on the range of topics covering both fiduciary duties and investments that you would like us to cover; courses are typically between two and five days long.

Please contact us to discuss your requirements.

Possible Topics

  • The role of a trustee
  • Types of funds
  • Defined benefit and defined contribution funds
  • Pension and provident funds
  • The fund's rules and other documents
  • The Pension Funds Act
  • Other legislation
  • Duties of trustees
  • The Common Law
  • Statutory Law 
  • Allocation of death benefits
  • Other key issues and responsibilities 
  • Introduction to investments
  • Measuring investment returns  
  • Capital and income returns  
  • Investment returns and investment risk
  • Investment objectives
  • Investment policy 
  • Performance benchmarks
  • Asset allocation