Other
Information about the Corporate Applicant
Capital
Resources
Amount of paid up share capital as at ________________________________
Value of Shareholders’ funds on last balance sheet
Corporate Structure
Is the Company structured as a Trust Corporation?_______________________
Board
Please describe the length of service and qualifications of the directors
_________________________
_________________________
_________________________
Staff
Please describe the seniority, length of service, qualifications and
experience of the executive staff directly involved with the trusteeship of:-
a)
Pension Schemes
b) Other Trusts _________________________
Number
of Trusteeships
Please
indicate the size, type and nature of the portfolio of
a) Pension Schemes _________________________
(excluding Small Self Administered Schemes)
b) Other Trusts _________________________
Insurance
How much Professional Indemnity cover does the Applicant carry?
Other
1 Do any of the Board members have criminal convictions? ___________
pension scheme trustee or company director? ___________
3 Has any ever been rejected as an individual by a
regulatory body? ___________