Date: 2022 Course dates to be announced soon. 

Time: 5:15pm – 7:15pm

Venue: Cayman Islands Chamber of Commerce, Governor’s Square, West Bay Road

Members: KYD $600.00 (USD $731.71) Non-Members: KYD $700.00 (USD $853.66)

Our Introduction to Trusts course is a thirteen week programme offered once annually. Two hour sessions are held once weekly. It is designed to provide a basic understanding of trusts and is suited to new trust company employees and persons contemplating a career in trusts.

The course will cover:

  • Overview of the Trust Industry
  • What is a Trust
  • Uses of Trusts (How and Why)
  • The Three Certainties
  • Types of Trusts & Their Individual Uses
  • Documentation
  • The Trust Deed
  • Perpetuity Periods
  • Anti Terrorism (CFT)
  • Duties of a Trustee
  • Breach of Trust
  • Conflict of Interest
  • Duty to Account
  • Investing Trust Assets
  • Types of Investments
  • What is a Company
  • Director’s Duties
  • Offshore Jurisdictions
  • Tax Implications
  • Confidentiality
  • The Trust Industry in Other Jurisdictions
  • Revision/Open Floor
  • Exam