Fiduciary Annual Returns 2009

16th June 2009

​The forms for Annual Returns from holders of a fiduciary licence are now available below for completion electronically. Before completing either form, please read the introductory notes carefully.

The relevant Annual Return period is 1 July 2008 to 30 June 2009 and all completed Returns must be submitted to the Commission by 31 July 2009. 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

Please note that there have been two changes to the form for full fiduciary licensees for this year. As part of the Commission’s ongoing efforts to identify the roles and relationships fulfilled by licensees, we have included in section 8 of the full fiduciary return and section 4 of the personal fiduciary return additional fields to record appointments as trustee of Retirement Annuity Trust Schemes and Qualifying Registered Overseas Pension Schemes.

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

Should you have any queries, please speak to your usual contact within the Fiduciary and Intelligence Services Division.