Secretarial Services

By: Trust Investments  06-Dec-2011

We provide an essential and pivotal service to our clients. The attendance at and recording of our clients' meetings becomes an invaluable service when dealing with often complex matters or the passages of time.

Services specifically provided include:

  • Compilation and circulation of meeting agendas
  • Arranging client meetings including any hospitality arrangements
  • Attendance and recording of meetings/minutes
  • Preparation of schedules of matters arising and outstanding

Other products and services from Trust Investments


Financial Services

We offer a range of financial services from the preparation and delivery of monthly financial and annual statutory accounts to the completion of special project work for our clients. The Financial Services team works closely with its clients to ensure an up-to-date understanding of our client's business is maintained. This helps to ensure that financial advice, data and reports provided to our clients are always relevant.


Investment Services

Our investment advice includes identification of investment objectives and policies, modelling and optimisation techniques designed to guide decisions, sustainable distribution policies and tax efficient and cost effective implementation. Trust Investments Management Limited is registered as a Financial Service Provider providing investment advice to charities that meet the designatation of a wholesale investor.Â.


Investment Products

Property Fund Profile Group Investment Funds Performance to end of October 2011Unit Pricing October 2011 Solution1, a tailored product for investment trusts. These funds make it easy for Trustees to access good management in all asset classes.


Property Services

Clients' requirements are resourced with team members with the relevant background to provide the best possible service to meet their specific needs. Trust Investments Property Services has a team of six people each with a specialist background knowledge in their service line.