Fiducia - Study guides, Class notes & Summaries

I scored 87% in Equity and Trusts and received a Distinction (74%) overall in the GDL at the University of Law using these notes. These notes are written in the form of step-by-step exam plans. Compared to standard notes, this will save you lots of time. Most people will make notes during workshops, and then create exam plans nearer exams. Here, you take both steps together. Although the GDL has been replaced with the PGDL in the UK, many of the topics in these notes are still covered. ...

CTFA - Fiduciary & Trust Activities Latest Update Graded A+ Constructive Trusts A fraud rectifying trust, imposed by a court to protect those who lose property to a wrongdoer Resulting Trust An intent enforcing trust based upon the presumed intent of a transferor of property Implied Trust An implied trust is an element of trust law, and refers to a trust that has not been "expressly created by the settlor."[1] There are two types of implied trust: Constructive Trusts and Resu...

Fiduciary Representation - ANSWER - Trust and confidence - Best interests - Loyalty 5 Ds of Role Clarity - ANSWER 1. Discuss 2. Determine 3. Document 4. Disclose 5. Do Must disclose in writing - ANSWER - the nature of services provided - whether professional has entered into representation relationship with other party - any conflicts of interest - any other facts that may influence consumers decision to proceed with relationship made to clarify and provide proof of undertandin...

Constructive Trusts : A fraud rectifying trust, imposed by a court to protect those who lose property to a wrongdoer Resulting Trust : An intent enforcing trust based upon the presumed intent of a transferor of property Implied Trust : An implied trust is an element of trust law, and refers to a trust that has not been "expressly created by the settlor."[1] There are two types of implied trust: Constructive Trusts and Resulting Trusts are always : Implied Trusts Can a minor hold ...

Managing Fiduciary C Managing Fiduciary Concerns University Of Phoenix MPA/593: Public Administration Applied Project 03:11:00 GMT -05:00 Managing Fiduciary Concerns When managing fiduciary concerns within public administration, a few different techniques can be employed to achieve this goal. The first technique is budgetary analysis, requesting funding through the legislative process, then finally applying for grants. Budgetary analysis is often the first step that is taken when resolvi...

CTFA - Fiduciary & Trust Activities.

Personal Liability and Fiduciary Obligations (Supervision Five) Personal Liability and Fiduciary Obligations (Supervision Five) Personal Liability and Fiduciary Obligations (Supervision Five) Personal Liability and Fiduciary Obligations (Supervision Five) Personal Liability and Fiduciary Obligations (Supervision Five) Personal Liability and Fiduciary Obligations (Supervision Five) Personal Liability and Fiduciary Obligations (Supervision Five) Personal Liability and Fiduciar...

CPFA License Exam- (Certified Plan Fiduciary Advisor) (Online Practice Questions) with correct Answers