Join us on Friday, 6 June 2025 at 08:30, for a compelling session that’s both practical and essential for IFAs who engage with trusts or want to do so more confidently.

We’re thrilled to welcome Phia van der Spuy, founder of Trusteeze, for a deep dive into:

What does a watertight trust look like—from a legal and administrative perspective?

Phia brings a wealth of experience and will outline the compliance essentials every IFA should know when acting in relation to trusts. From real-time trust information, audit trails and asset registers, to digital tools that help you stay compliant—this session will leave you equipped and empowered.

She’ll also introduce the Trusteeze platform, which streamlines trust administration and can open new doors for IFAs looking to expand their service offerings.

And there’s more:

• Learn how to generate income through trust services or referrals
• Discover opportunities to partner with existing Trusteeze users

If you’ve ever wanted to understand trust compliance from a legal and administrative angle—or add trust support to your practice—this is the session for you.

📅 Date: Friday, 6 June 2025
🕣 Time: 08:30 – 09:30

Let’s keep building smart, compliant, client-centric businesses—together.