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Cecilia Farrow Webinar: Buy and Sell Deeds for multi owner businesses (7 June 2017)

Event Type: Online-Live
When: 07 Jun 2017
Time: 11.00am
Venue: Online
Location: Online
Provider: IFA
Contact: Andrew Gunn
andrew@ifa.org.nz
Practitioner Member Fee: $29.00
Associate Member Fee: $29.00
Affiliate Member Fee: $29.00
Non-Member Fee: $29.00
CPD Credits: 1.00 CPD HOURS
Description:  
Cecilia Farrow CLUcm
Consultant
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.

Objectives:

• 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

Content

• 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

Fee: $29.00 GST inclusive. Group bookings - $90.00 GST inclusive – for groups of 5 to ten people at one location.
Please email: info@ifa.org.nz to register a group.