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Authorisation and supervision of master trusts

 

View an html version of this code of practice on our new website we're currently developing. 

 

Forms and guidance

Our master trust authorisation forms and guidance includes:

  • Identifying persons for the fit and proper assessment: guidance
  • Systems and processes: guide to completing your questionnaire
  • Financial sustainability basic method: guidance
  • Identifying cash / near cash assets: guidance
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