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Governance of Trusts and Fiduciary Duty Management

Clarifies the duties and controls that trustees must exercise over trusts used for family wealth, employee benefits and community purposes across the region. Delegates learn to interpret trust deeds, manage conflicts and beneficiary interests, and keep records that satisfy regulators and courts. Case studies address common failings such as passive trustees, poor accounting and improper distributions.

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What you will be able to do

  • Explain the core fiduciary duties owed by trustees.
  • Interpret trust deeds and understand trustee powers and limits.
  • Manage conflicts of interest and beneficiary fairness.
  • Oversee trust accounting, assets and distributions.
  • Maintain records and comply with regulatory and tax duties.
  • Assess and improve the governance of a trust.

Course outline

  1. 01Trusts and Fiduciary Duties
  2. 02Interpreting the Trust Deed
  3. 03Trustee Powers and Decision Making
  4. 04Conflicts and Beneficiary Fairness
  5. 05Trust Assets and Accounting
  6. 06Distributions and Record Keeping
  7. 07Regulatory and Tax Compliance
  8. 08Trust Governance Assessment

Who should attend

Trustees, fiduciary practitioners, company secretaries, legal and tax advisers and administrators of family, benefit and community trusts.

Dates, venues and fees

DatesVenueDaysFeeCalendarRegister
28 to 29 Sep 2026Windhoek2US$1,100Closed
29 to 30 Sep 2026Gaborone2US$1,100Register
30 Sep to 1 Oct 2026Maseru2US$1,100Register
1 to 2 Oct 2026Mbabane2US$1,100Register
5 to 6 Oct 2026Lusaka2US$1,100Register
6 to 7 Oct 2026Harare2US$1,100Register
7 to 8 Oct 2026Lilongwe2US$1,100Register
8 to 9 Oct 2026Blantyre2US$1,100Register
12 to 13 Oct 2026Mozambique2US$1,100Register
13 to 14 Oct 2026Nairobi2US$1,100Register
14 to 15 Oct 2026Dar es Salaam2US$1,100Register
15 to 16 Oct 2026Kigali2US$1,100Register
19 to 20 Oct 2026Kampala2US$1,100Register
20 to 21 Oct 2026Accra2US$1,100Register
21 to 22 Oct 2026Lagos2US$1,100Register
22 to 23 Oct 2026Cairo2US$1,100Register
26 to 27 Oct 2026Mauritius2US$1,100Register
27 to 28 Oct 2026Dubai2US$1,100Register
28 to 29 Oct 2026Online2US$900Register
9 to 10 Dec 2026Johannesburg2R10,000Register
10 to 11 Dec 2026Cape Town2R10,000Register
14 to 15 Dec 2026Durban2R10,000Register
17 to 18 Dec 2026Pretoria2R10,000Register

Fees are per delegate. South African venues are priced in rand; other locations and online in US dollars. Fees exclude 15% VAT where applicable. Group bookings of three or more delegates from the same organisation qualify for a reduced rate; contact us for a quotation.

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