A prospective trustee should make known anything that could prevent him or her from being considered as a fit and proper person to be a trustee.

In order to understand the responsibilities being undertaken a prospective trustee should be provided with the following:

(i) information on the procedures governing trustee appointments and frequency of meetings;

(ii) details of the current trustees of the fund or scheme concerned;

(iii) the constitutive documents of the fund or scheme concerned;

(iv) relevant policy and procedural documents.

Last Update: April 8, 2020
April 8, 2020 421 fscadminPension
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