Employee Benefit Trusts and Share Plans Series
Overview
The aim of this programme is to provide practitioners and intermediaries with an understanding of Employee Benefit Trusts and Share Plans from the perspective of employers, employees and regulators and to highlight issues that affect their implementation and administration. Training can also be targeted to improve employees' confidence and ability both in administration and in the area of account management, to promote confidence when meeting and presenting to existing clients or potential new businesses.
Suitable For
Training is aimed at individuals working in employee benefits and can be targeted to new starters with no EBT or Trust experience, individuals moving from another area of Trust, to all levels of administrators wanting to develop their overall knowledge of EBTs and the field of share plans.
This course has already run and a new date has not yet been scheduled. Please contact us to register your interest.
Learning Outcomes
Having attended this seminar, delegates will:
- Have an understanding of Employee Benefit Trusts and Share Plans from the perspective of employers, employees and regulators and understand the issues that affect their implementation and administration
- Be in the best position to provide top customer service, enabling businesses to keep their existing clients and win new ones, as providing relevant training is an invaluable way of motivating and valuing employees
- Have improved knowledge and ability both in administration and in the area of account management, which promotes confidence when meeting and presenting to existing clients or potential new businesses
SEMINAR CONTENT
- Definition
- Purpose
- Parties
- Documentation
- Onshore versus offshore
- Operation of an EBT
- History of EBTs
ADDITIONAL INFORMATION
- Certificates of attendance are provided for each seminar
- Interchangeable delegate places are available
- An evaluation questionnaire is given to all delegates at the end of each seminar