The forms for Annual Returns from holders of or applicants for a fiduciary licence are now available below for completion electronically. Before completing either form, please read the introductory note carefully. Please note that the section requesting information on the value of assets of which the licensee or applicant is trustee of, or which are under the licensee's/applicant's administration has been deleted from this year's form. This information may, however, be sought from licensees in subsequent years.
The relevant Annual Return period is 1 July 2004 to 30 June 2005 and all completed returns must be submitted to the Commission by 31 July 2005.
Annual Return for a holder of or an applicant for a full fiduciary licence (including a licence granted to or applied for by more than one company/partnership jointly)
Annual Return for a holder of or an applicant for a personal fiduciary licence
Please note that, in these forms, "licensee" includes an applicant for a licence where that applicant applied for a fiduciary licence by 31 May 2001 and is therefore deemed to be a licensed fiduciary under the transitional provisions of section 59 of the Fiduciary Law.