Under The Regulation of Fiduciaries (Annual Return) Regulations, 2017 persons holding a fiduciary licence are required to complete an Annual Return each year. An Annual Return covers the period from 1 July to 30 June. There are separate forms for the holders of personal fiduciary licences and full fiduciary licences, which will be available on the Online Submissions Portal from 1 July each year. The deadline for completion of the Annual Return form is 31 August each year.
Information gathered through the Annual Return will assist the Commission in its supervision of the sector and in the identification of emerging trends.
Fiduciary Supervision Policy and Innovations Division
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