TripleJump Webinar: Buy and Sell Deeds for multi owner businesses
Don't miss this opportunity to achieve structured CPD hours.
Book your spot today for just $29 including GST. Plus, there's 1 structured CPD point available to add to your continued professional development hours.
Speaker: Cecilia Farrow, TripleJump. Cecilia has had more than 20 years in the Life Risk sector and has specialized in developing advice models for Business Risk for the past 15 years.
• Enable advisers to be familiar with Buy and Sell deed content
• Enable advisers to understand the purpose of key clauses
• Enable advisers to understand the role of a trustee company for insurance ownership
• Enable advisers to be familiar with the process of working with a trustee company
• The purpose of the Buy and Sell Deed
• Key clauses and their meaning within a Buy and Sell Deed
• The interception of the constitution, the shareholders agreement and the buy and sell deed
• What is a trustee company
• The purpose of the trustee company in a buy and sell solution
• How to set up ownership of insurance in a trustee company
When: Wednesday 10 May, 11.00am - 12.00pm
Cost: $29 inc GST