Slide 1PRIMER COMMUNITY FOUNDATIONS OF CANADA PILOT PROJECT JULY 2008 Slide 2 2 Table of Contents IIntroduction to Responsible Investment (p. 3) - Jantzi Research II Shareholder…

1. TRUSTEE-DIRECTORS OF PRIVATELYHELD COMPANIES – Which hat rules? Presented by: Carmen S. Thériault, Q.C. January 19, 2011 2. Duties Imposed UponDirectors :1. Must act…

1. Enhancing client relationships, creating new business opportunities. Nicola Sunderland LLB(Hons) DipPFS TEP Independent Financial Planner 2. Nicola Sunderland is a well-respected,…

FEDERAL COURT OF AUSTRALIA Dallas Buyers Club LLC v iiNet Limited [2015] FCA 317 Citation: Dallas Buyers Club LLC v iiNet Limited [2015] FCA 317 Parties: DALLAS BUYERS CLUB…

Slide 1Trustee’s Duties Slide 2 Basic Obligations A trustee must know what the trust incorporates –the assets –the terms of the trust So the need to read the trust…

Slide 1Trust Litigation A Costly Experience? 24 February 2012 Slide 2 Keith Robinson Counsel Litigation & Insolvency Bermuda Slide 3 Introduction Trustees need to know…

Slide 1 www.pkf.co.uk Briefing for Council Members of The British Academy’s Sponsored Institutes and Societies Ian Mathieson – Partner, PKF Julia Poulter – Senior Manager,…

Slide 1Administering a deceased estate Robert Monahan | Consultant 13 June 2014 Slide 2 Estate Planning 1.Ensuring that: 1.The right assets; 2.Get to the right people; 3.At…

Slide 1 Investing responsibly: Charity Commission Guidelines Stephen Roberts Policy Legal Adviser Slide 2 Investment of Charitable Funds: Detailed Guidance Underpins CC14…

Page * About CCLA CCLA is the leading manager of charity assets in the UK. We offer segregated and pooled investment services. We allocate all our resources to the needs…