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TRUST POLICY AND PROCEDURES FOR THE PROVISION OF SPECIAL LEAVE (Including Emergency & Bereavement Leave) & LEAVE FOR PUBLIC DUTIES Contents 1. INTRODUCTION 2 2. PURPOSE AND OUTCOMES .2 3. POLICY IN

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What is trust policy and procedures?

Trust policy and procedures outline the guidelines and protocols that a trust institution follows to ensure compliance with regulations and to effectively manage trust assets.

Who is required to file trust policy and procedures?

Trust institutions such as banks, financial advisors, and trustees are required to file trust policy and procedures.

How to fill out trust policy and procedures?

Trust policy and procedures can be filled out by detailing the institution's policies on risk management, investment strategies, and compliance measures.

What is the purpose of trust policy and procedures?

The purpose of trust policy and procedures is to maintain trust assets, protect beneficiaries' interests, and ensure regulatory compliance.

What information must be reported on trust policy and procedures?

Trust policy and procedures should include information on risk assessment, investment goals, conflict of interest policies, and compliance measures.

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