Protect your most precious assets with an up to date and valid will. Major changes in your life will affect your will, find out more by clicking below.
News of a new Trust Bill has been at the forefront of the industry over the last year as the Trustees Act 1956 has not been comprehensively updated over the last 60 years. This article identifies the proposed key changes to the current Act and is intended to be a practical guide to what is expected to become law shortly.
You may not be aware that as well as having a team of Private Wealth experts, Trustees Executors also has a Corporate Trustee Services team and is the largest provider of back office investment administration in New Zealand.
Our Corporate Trustee Services team is a licensed supervisor and a market leader for providing independent supervisory and trustee professional services to corporate clients in financial markets. Read on to find out more about the role of a licensed supervisor.
Should the time come when you are no longer able to make decisions for yourself, it’s important to ensure that Enduring Powers of Attorney rest in safe hands.
The roller coaster final quarter of 2018 highlighted the volatility that share markets can experience. During this time, New Zealand shares continued to perform be a standout performer, posing the question - Why do we invest such a significant exposure of portfolios outside of New Zealand?
Trustees Executors Limited (TEL) has appointed new leadership of its retail Private Wealth business.
Supervisors perform diverse roles with shared features under the various Acts of Parliament by which they are governed. In this article we have considered how supervisors function as monitors and enforcers of investment-related legislation, regulations, governing documents and supervisory agreements, with analysis based on a range of key legislative sections.
In its supervisory capacity, Trustees Executors is obliged by law to notify the relevant regulator of actual or potential legislatively-defined breaches by itself as the supervisor or by the entities it supervises.
What key financial services business issues, and regulatory challenges should you be ready for in 2019?