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Item 11Trustee skill and experience sharing template Please complete and bring to the meeting on 11 November 2014 Name:Part 1: Experience and knowledge Do you have experience or knowledge of the following

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What is trustee skill and experience?

Trustee skill and experience refers to the qualifications and expertise that a trustee possesses in managing assets, making financial decisions, and fulfilling fiduciary duties.

Who is required to file trustee skill and experience?

Trustees or individuals appointed to manage trusts or assets are required to file trustee skill and experience.

How to fill out trustee skill and experience?

Trustees can fill out trustee skill and experience by providing details of their education, professional background, relevant certifications, and any previous experience managing assets.

What is the purpose of trustee skill and experience?

The purpose of trustee skill and experience is to ensure that trustees have the necessary qualifications and expertise to effectively manage assets and fulfill their fiduciary duties.

What information must be reported on trustee skill and experience?

Trustees must report details of their education, professional background, relevant certifications, and any previous experience managing assets.

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