Service 03
Fiduciary, Trust & Secretarial
Trust, estate and corporate secretarial administration.
The practice
Structures are only effective when they are properly administered.
CEG provides trust, estate, company secretarial and governance services for families, businesses and corporate structures.
The work extends beyond establishing entities and preparing documents. Ongoing administration, statutory filings, resolutions, registers, governance processes and fiduciary responsibilities all need to remain current and properly recorded over the life of a structure.
Capabilities
Trust & estate
Trust Formation & Administration
Establishment and ongoing administration of appropriate trust structures and their records.
Testamentary, Inter Vivos & Vesting Trusts
Escrow & Stakeholder Services
Independent holding and administration of funds or assets where transaction arrangements require it.
Trustee & Executor Services
Deceased Estate Administration
Corporate secretarial
Company Registrations & MOIs
Company Secretarial & Statutory Compliance
Ongoing maintenance of company records, statutory requirements and corporate actions.
Share Registers & Minute Books
CIPC Filings & Annual Returns
Director & Officer Appointments / Resignations
Governance
Board & Sub-Committee Charters
Risk Management
Support in identifying and documenting key governance and business risks.
Keyman & Buy-Sell Insurance
Related services
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