Trusts & Endowments Management - University of Otago Functional Classification Scheme

Trusts & Endowments Management (Activity Descriptor)

Activities involved in administering income received from the university's trusts, scholarships and endowments. Activities include acknowledging receipt of funds, monitoring compliance with terms and conditions and preparing reports.

Action: Archive 10 years after company ceases to exist. Note that this relates to high level documentation e.g. deeds, statement of investment policy and objectives and trust investments manager reports.

GDA References: 4.6.1 and 4.6.2.

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