The forms for Annual Returns by holders of a fiduciary licence are now available below. These may be completed electronically or printed off and completed in manuscript. Before completing either form, please read the introductory notes carefully.

The relevant Annual Return period is from 1 July 2010 to 30 June 2011 and all completed Returns must be submitted to the Commission by 31 July 2011.  A late filing will incur a penalty under The Financial Services Commission (Administrative Financial Penalties) (Bailiwick of Guernsey) Regulations, 2010.  Please note that an original signature is required on the completed Annual Return form.

Annual Return for a holder of a full fiduciary licence (including a licence granted to more than one company/partnership jointly)

Annual Return for a holder of a personal fiduciary licence

Should you have any queries on any information requested in this year’s Annual Return, please speak to your usual contact within the Fiduciary Services Division.

Please do not complete any previous versions of the Annual Return form as these will be rejected.

As announced on 9 June the Commission would now like to collect data on assets under trusteeship.  In future years this information will be collected as part of the Annual Return.  However, in order to give licensees more time to collate the data, the Commission has decided this year to obtain information separately from the Annual Return.  The Assets Under Trusteeship form will therefore need to be completed by all licensed fiduciaries and received by the Commission no later than 30 September 2011.  There is one form for holders of a fiduciary licence and it is available below.  Again this may be printed off and completed in manuscript, or completed electronically.

Assets under Trusteeship Form

The Commission has been working closely with the Guernsey Association of Trustees to prepare a Guidance Note to enable licensees to provide data on Assets under Trusteeship.  This is available by clicking on the link on the right hand side of the page.  The main aim is to collate data which will enable the Commission to understand the sector more fully without placing an undue burden on licensees.