Telephone: 0800 4FMLAW
+64 9 915 2401

Trustee Minutes

  1. At least annually
     
  2. Summarise for previous period:

    (a) activity in investments.

    (b) investment review

    (c) income allocation

    (d) distribution policy
     
  3. For the following period (if known or planned):

    (a) outline anticipated distribution policy

    (b) identify anticipated investment changes
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