What can you expect?

Step by Step Procedure

What-can-you-expect

What can you expect?

Step by Step Procedure

1. Engagement Letter signed by the trustees
2. Transactions uploaded onto website
    a. Copy of trust deed
    b. Investment strategy
    c. Market value of investments

3. Queries sent to trustee for review
4. Audit signed and emailed to client
5. Trustees invoiced

Back to Top