The DMO said it qualified as securities in which trustees could invest under the Trustee Investment
Act and as government securities within the meaning of Company Income Tax Act (CITA) and Personal Income Tax Act (PITA) for Tax Exemption for Pension Funds.
expertise varies widely, and new trustees face steep learning curves that can take years.
"On the back of the Legal Services Act, more and more solicitors and IFAs are creating joint ventures to offer trustee investment
added the Discretionary Trustee Investment
Management service (http://www.plansponsor.com/SunTrust_Adds_Fiduciary_Service_to_401k_Platform.aspx) to its institutional 401(k) platform.
The investment management team and the Institute's Board of Trustee Investment
Committee's goal is to provide increased support for the Institute's academic and research programs through excellence in its investment management.
Indeed, under the terms of the Trustee Act 2000, Trustee Act (Northern Ireland) 2001 and Charities and Trustee Investment
(Scotland) Act 2005, trustees have a statutory obligation to ensure that trust assets are invested in an appropriate manner.
He was a man on fire--on fire with "the judging-saving Word of God." He anticipated the WARC challenge with a prophet's insight: in his time he diagnosed and denounced "the banker mentality" which is now so widely entrenched in our church as well as our culture (for example, in our trustee investment
policies) as to be all-controlling.
in vehicles owned by it or a related company is not a
16046) articulate new standards for trustee investment
performance, measuring a trustee's performance in terms of the total investment return (i.e., accounting income plus principal appreciation) [CPC Sec.
The firm, in Station Square, city centre, said the draft Charities and Trustee Investment
(Scotland) Bill was in progress.
Clr Beever said: "This initially goes back to 1920, but in substance it relates to the Trustee Investment
Act of 1961.