Types of trust management
Posted: Sun Jan 19, 2025 5:31 am
Trust management of assets varies depending on the object of the agreement:
Financial resources: they can be transferred to the management company, which aims to extract profit from them.
Shares and other securities: the indonesia business email list trustee is entrusted with all activities on the stock market - buying shares, selling them, etc.
Real estate is a separate building or a whole complex of buildings.
Various assets of legal entities - corporate transport, machinery and equipment, stocks of materials and products, etc.
Intellectual property: it can also be transferred to a third-party manager under a trust.
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Alexander Kuleshov
Alexander Kuleshov
General Director of Sales Generator LLC
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Checklist of 12 main indicators for website promotion
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Companies providing such services usually specialize in a specific type of property, and it is difficult to find such qualified professionals who work equally successfully in several areas. As a rule, management companies combine only money and securities management.
Trust management is also classified according to the method of interaction between the founder and the manager:
Full control
In this case, the executor under the trust agreement receives full authority over the property. He also bears full responsibility for any manipulations with the asset. The problem for the client here is that losses and lack of income are not the manager's area of ​​responsibility. If the number of assets decreases, the principal will also not be able to present anything to the manager: it will be necessary to prove that the damage was done intentionally, which is almost impossible to do.
Management by agreement
The manager does not manage the client's property personally, but merely provides him with advice on the market situation and favorable moments to perform this or that operation with the asset. Whether to listen to this advice or not is the owner's choice. In any case, the client himself, and not the manager, bears responsibility for the disposal of the asset.
Types of trust management
Management by order
The agent manages the property according to the instructions of the principal. He simply carries out his orders, and does not develop his own decisions and does not implement them.
Today, full management is in the greatest demand. Probably, the reason is the unwillingness of owners to delve into financial subtleties and the lack of necessary knowledge about investing.
Trust management of finances
If the client has transferred his financial resources to the manager, this does not mean that he will receive any profit from them. In the worst case, he will lose the entire amount. Usually, trust management agreements reflect all the conditions regarding the return of invested funds and the receipt of income. These conditions are as follows:
A provision for the return to the founder of the amount fixed in the contract, which is a percentage of the initially invested money, and a provision for receiving income. For example, if the outcome of the property transaction is unfavorable, the client will only be returned 75% of the funds invested by him, and if the management is successful, he will receive his money back in full plus another 20% of the profit.
A provision on the return of all funds to the client in full, as well as interest accrued over the period of trust management. For example, insured deposits in financial institutions operate under such conditions. Because of this, it is undesirable to keep more than 1.4 million rubles on deposit in one bank.
Financial resources: they can be transferred to the management company, which aims to extract profit from them.
Shares and other securities: the indonesia business email list trustee is entrusted with all activities on the stock market - buying shares, selling them, etc.
Real estate is a separate building or a whole complex of buildings.
Various assets of legal entities - corporate transport, machinery and equipment, stocks of materials and products, etc.
Intellectual property: it can also be transferred to a third-party manager under a trust.
Download a free selection of tools for calculating KPIs and increasing marketing metrics
Alexander Kuleshov
Alexander Kuleshov
General Director of Sales Generator LLC
Read more posts on my personal blog:
Over the past 7 years, we have conducted over 23,000 comprehensive website audits and I have learned that all of us as leaders need clear and working algorithms for our marketing and sales.
Today we will share with you 6 of the most valuable documents that we have developed for our clients.
Download for free and implement today:
Step-by-step guide to creating marketing KPIs
Template for calculating KPIs for a marketer
9 Examples of Universal Selling Commercial Proposals
Upgrade your CPs to close more deals
How to make KPI for the sales department so that profits grow by 20% or more?
Step-by-step template for calculating KPIs for OP managers
Checklist of 12 main indicators for website promotion
Find out what metrics are needed to properly optimize your website
40 Services for Working with Blog Content
We have collected the best services for working with content
How to define your target audience without mistakes?
A proven guide to defining a company's target audience
Download the collection for free
pdf 8.3 mb
doc 3.4 mb
Already downloaded
153324
Companies providing such services usually specialize in a specific type of property, and it is difficult to find such qualified professionals who work equally successfully in several areas. As a rule, management companies combine only money and securities management.
Trust management is also classified according to the method of interaction between the founder and the manager:
Full control
In this case, the executor under the trust agreement receives full authority over the property. He also bears full responsibility for any manipulations with the asset. The problem for the client here is that losses and lack of income are not the manager's area of ​​responsibility. If the number of assets decreases, the principal will also not be able to present anything to the manager: it will be necessary to prove that the damage was done intentionally, which is almost impossible to do.
Management by agreement
The manager does not manage the client's property personally, but merely provides him with advice on the market situation and favorable moments to perform this or that operation with the asset. Whether to listen to this advice or not is the owner's choice. In any case, the client himself, and not the manager, bears responsibility for the disposal of the asset.
Types of trust management
Management by order
The agent manages the property according to the instructions of the principal. He simply carries out his orders, and does not develop his own decisions and does not implement them.
Today, full management is in the greatest demand. Probably, the reason is the unwillingness of owners to delve into financial subtleties and the lack of necessary knowledge about investing.
Trust management of finances
If the client has transferred his financial resources to the manager, this does not mean that he will receive any profit from them. In the worst case, he will lose the entire amount. Usually, trust management agreements reflect all the conditions regarding the return of invested funds and the receipt of income. These conditions are as follows:
A provision for the return to the founder of the amount fixed in the contract, which is a percentage of the initially invested money, and a provision for receiving income. For example, if the outcome of the property transaction is unfavorable, the client will only be returned 75% of the funds invested by him, and if the management is successful, he will receive his money back in full plus another 20% of the profit.
A provision on the return of all funds to the client in full, as well as interest accrued over the period of trust management. For example, insured deposits in financial institutions operate under such conditions. Because of this, it is undesirable to keep more than 1.4 million rubles on deposit in one bank.