Effective trust administration is key to any trust. Perseus Captial's trust administration service offering involves the following:

• Ensuring that the trust property is adequately insured and funds are properly invested by measuring fund managers performance to approved benchmarks;
• Determining the short, medium and long term income and capital needs of the beneficiaries;
• Ensuring that the provisions of the trust deed are complied with and upheld at all times;
• Ensuring that all the trusts’ statutory requirements are complied with;
• The preparation and maintenance of a trust asset register (investments and fixed assets);
• Conducting trustee meetings annually, bi-annually or quarterly, depending on the size of the trust and the type and level of investments;
• The recording of the minutes of trustee meetings and investment decisions;
• The maintenance and safekeeping of the minutes book;
• The drafting of special resolutions and making any minor changes to the trust deed;
• The drafting of loan agreements;
• Advising on the trust and ensuring that the trust is being utilised as an efficient estate planning tool;