Trust Company of the Year (large firm) & (midsize firm)

The Trust Company of the Year Award is open to private client companies formed to act as a trustee or to deal with trusts. Depending on the entries received, the judges may decide to split the category into ‘midsize firm’ & ‘large firm’ sub-categories and entrants will be advised under these circumstances at shortlist stage.

Entries should focus on the past year only and include the following:

  1. Describe the methods by which the company wins and retains business. 
  2. Clearly demonstrate policies and procedures in respect of protecting assets held and describe how you work with other professional advisors particularly in relation to obtaining advice on relevant tax issues.
  3. Explain the company’s approach to asset allocation, the use of external managers and risk management.
  4. Demonstrate client service and the employment of up-to-date IT systems and how these work to benefit clients.
  5. Demonstrate excellent technical skills and a qualified team with support for continued professional development and education.

 Submission Template 

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