WEBINAR | Board of Directors Fiduciary Oversight and Education
Board of Directors Fiduciary Responsibilities Training
Objective: Educate your Board on their fiduciary duties and ensure robust compliance with Regulation 9.
By the end of this session, your Board will understand the critical aspects of their fiduciary role, ethical leadership, and the importance of regulation for effective oversight. In this foundational webinar, we’ll walk your board through:
- Fiduciary duties: Loyalty, care, and legal obligations of trustees, with a focus on protecting beneficiaries.
- Regulation 9: Investment decisions, conflicts of interest, prohibited activities, and compliance protocols.
- Ethics enforcement: How to promote fairness in trading, monitor compliance, and mitigate reputational risks.
We recommend you consider conducting this on an annual basis. Not only does it provide practical useful information it will be well received by your regulators.
