Introduction to Foundations
Introduction to Foundations
| Duration: | ½ day |
| Level: | See Below |
| Suitable for: | Applicable to all financial sector employees who wish to extend their knowledge in this area. This training is non-legalistic and highly practical. |
| CPD Hours: | 3 |
| Cost: | £155.00 |
| Dates: | Fri 11 May 2012 Book Now »
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Overview
This course is designed to provide client-facing employees with an introduction to the concept of a Foundation.
Course content
- What is a Foundation?
- History and development of Foundations
- The modern Foundation
- Components of a Foundation
- Foundations versus trusts
- Foundations versus companies
- Why use a Foundation?
- Advantages
- Disadvantages
- Vulnerabilities of Foundations
- Foundations in Jersey
- Structure of a Jersey Foundation
- Parties to a Jersey Foundation
- Drivers
- Setting up a Jersey Foundation
Learning outcomes
Having attended this course, delegates will:
- Have a basic understanding of what a Foundation is, how it fits and complements other financial vehicles and an appreciation of how the Foundation might assist in financial planning for offshore clients
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