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Governance of Trusts and Fiduciary Duty Management

Clarifies the duties and controls that trustees must exercise over trusts used for family wealth, employee benefits and community purposes across the region. Delegates learn to interpret trust deeds, manage conflicts and beneficiary interests, and keep records that satisfy regulators and courts. Case studies address common failings such as passive trustees, poor accounting and improper distributions.

What you will be able to do

  • Explain the core fiduciary duties owed by trustees.
  • Interpret trust deeds and understand trustee powers and limits.
  • Manage conflicts of interest and beneficiary fairness.
  • Oversee trust accounting, assets and distributions.
  • Maintain records and comply with regulatory and tax duties.
  • Assess and improve the governance of a trust.

Course outline

  1. 01Trusts and Fiduciary Duties
  2. 02Interpreting the Trust Deed
  3. 03Trustee Powers and Decision Making
  4. 04Conflicts and Beneficiary Fairness
  5. 05Trust Assets and Accounting
  6. 06Distributions and Record Keeping
  7. 07Regulatory and Tax Compliance
  8. 08Trust Governance Assessment

Who should attend

Trustees, fiduciary practitioners, company secretaries, legal and tax advisers and administrators of family, benefit and community trusts.

Dates, venues and fees

DatesVenueDaysFeeCalendar
17 to 18 Aug 2026Dar es Salaam2US$1,100
24 to 25 Aug 2026Pretoria2R10,000
31 Aug to 1 Sep 2026Cape Town2R10,000
14 to 15 Sep 2026Online2US$900
21 to 22 Sep 2026Mozambique2US$1,100
28 to 29 Sep 2026Cairo2US$1,100
5 to 6 Oct 2026Accra2US$1,100
12 to 13 Oct 2026Lusaka2US$1,100
19 to 20 Oct 2026Kigali2US$1,100
26 to 27 Oct 2026Nairobi2US$1,100
2 to 3 Nov 2026Durban2R10,000
9 to 10 Nov 2026Johannesburg2R10,000
23 to 24 Nov 2026Mauritius2US$1,100
30 Nov to 1 Dec 2026Dubai2US$1,100
7 to 8 Dec 2026Lagos2US$1,100
14 to 15 Dec 2026Harare2US$1,100
21 to 22 Dec 2026Kampala2US$1,100

Fees are per delegate. South African venues are priced in rand; other locations and online in US dollars. Fees exclude 15% VAT where applicable. Group bookings of three or more delegates from the same organisation qualify for a reduced rate; contact us for a quotation.

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