Protecting Your Clients’ Deposits: Essential Knowledge for Professional Trustees

Are you a professional trustee? Are the deposits you hold in trust fully protected if a bank fails? Join our exclusive webinar for professional trustees to learn how to maximize CDIC’s deposit protection for your clients.

In just 60 minutes, you will learn about:  

• The rationale and purpose behind the Professional Trustee Framework 
• The legislative criteria to qualify as a professional trustee 
• The specific data collection and reporting requirements professional trustees need to know, should CDIC request their beneficiary information 
• The requirements to securely submit beneficiary data and communicate with CDIC 
• How CDIC’s coverage may apply to the deposits professional trustees hold in trust in the unlikely event their CDIC member institution fails 

Register today to secure your spot and protect your clients’ interests!