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Trustee Due Diligence Checklist

08 April 2019

Every person that is invited to sit on a Board owes it to themselves to ask some hard questions as to their suitability and capability of accepting that Board position. Download our suggested checklist of questions a person may consider before accepting an appointment. This has been divided into various heading appropriate to the person and the organisation. 

  • Personal interest
  • Understanding the organisation
  • The Board
  • Financial position
  • Trust liability insurance
  • Legislative compliance