General Information
Course Title: Trustee Governance for Professionals
Course Date: 27 February 2025
Time & Duration: 15:00 – 17:30
Course CPD’s: 2.5 units
Language: English
Delivery Mode: Online, via Zoom
Speaker/Instructor: Nicky Xenofontos / Advocate – TEP (certified trust and estate practitioner by STEP UK, STEP Cyprus Branch Chairwoman)
Fees: €85
Organiser: AUCY in conjunction with N. Xenofontos LLC Law Firm
Target Audience: Professionals in the legal, audit, accounting, fiduciary services industries especially professionals offering trusteeship and protectorship services.
Certification: Participants will receive a Certificate of Attendance for 2.5 CPD units subject to full atttendance of the webinar.
An ideal induction for new trustees or a refresher for existing trustees. This session will introduce you to the role of trustees, importance of solid governance and offer practical advice on how to secure the right role. The panellists will cover the legal and financial responsibilities of trustees, how to mitigate and manage day to day risks, making informed decisions and how to achieve proper governance during trust administration and management considering the nature of the fiduciary role of trustees, the standard of diligence, experience, knowledge professional trustees are expected to possess.
From this session, you will learn what is expected from professional trustees, understanding and strengthening governance, what you should be doing, or if you have been a trustee for some time and want a refresh and update, then this session is ideal. You will go away equipped with the tools, knowledge and confidence needed to make an effective contribution to your role both from the legal and formal governance responsibilities and the inter-personal aspects of managing trusts, whether you are an individual trustee or form part of the board of directors of a corporate trustee, dealing with setbacks, tricky situations and how to manage risk.
| 15:00 – 15:10 | Online registration & introduction |
| 15:10 – 17:30 |
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• Speaker/Instructor: Nicky Xenofontos / Advocate – TEP (certified trust and estate practitioner by STEP UK, STEP Cyprus Branch Chairwoman)
Born and raised in Johannesburg, South Africa. She obtained her LLB and LLM (EU law) from the University of Leicester. Nicky is a certified Trusts & Estates Practitioner (TEP – STEP Chairwoman of the STEP Cyprus Branch, a certified AML Compliance Officer from the Cyprus Securities & Exchange Commission, licensed Insolvency Practitioner, and Vice President of the Trusts Committee of the Cyprus Bar Association appointed in 2023.
In 2019, Nicky established the law firm N. Xenofontos LLC, of which she is the Managing Partner. The firm is a boutique, business centric law firm, specialising in corporate, commercial law, intellectual property, insolvency and restricting, trusts and estates, compliance, regulatory, privacy law and fiduciary appointments.
Major areas of expertise and practice include the setting up and administration of trusts, general legal advice and opinions, estate and inheritance planning, intellectual property corporate insolvency / restructuring, general corporate and commercial law. Another major area of practice and expertise is compliance, anti-money laundering and regulatory matters having advised major corporations and governmental authorities as well as private clients and firms on their AML, compliance and regulatory matters.
Apart from the above, Nicky is a legal trainer-lecturer on her areas of expertise and regularly holds seminars through the firm’s legal training centre – NextStep Legal Training Centre accredited by the Cyprus Bar Association for Continuous Professional Development and also provides in-house training to law firms, accounting and audit firms.
In November 2022, Nicky was appointed by the Ministry of Finance of the Republic of Cyprus to serve as a non-executive member of the Board of Directors of the semi-governmental owned House Financing Corporation.
