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X-WR-CALDESC:Business & Lifestyle News in the Channel Islands and Isle of Man
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DTSTART;TZID=Europe/Jersey:20260305T163000
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DTSTAMP:20260206T105714Z
CREATED:20260206
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SUMMARY:Foundations for a strong trustee-bank relationship
DESCRIPTION:STEP warmly extends the invitation to register for this event which is aimed at students, trainees and junior staff.\nIt will begin with a 45-minute presentation, after which attendees will have the opportunity to network with peers and direct any questions to the speaker in a relaxed, casual environment.\nSpeakers are Nicola Archer, Praxis and Alex Vincent, Barclays. The topics Nicola and Alex will cover include:\n\nTrust 1-0-1: How Trustees generate their revenues.\nBanking 1-0-1: How Banks generate their revenues.\nThe similarities: Both professional financial services providers, servicing the same end client.\nTeams within a Bank & Trustee: Specialised banking teams, unlike trustees who often cover multiple roles.\nWorking better together: Strong relationships (phone calls > emails) reduce delays and improve outcomes.\nAccount opening: Understanding the most common challenges, helping streamline onboarding and reduce non‑chargeable time.\nBank regular reviews: What are they, why they are important and how staying up to date reduces quantity of requests.\n\nA selection of buffet food and both non-alcoholic and alcoholic beverages will be provided.\n
URL:https://channeleye.media/events/foundations-for-a-strong-trustee-bank-relationship/
ORGANIZER;CN=STEP Guernsey:MAILTO:stepguernsey@step.org
CATEGORIES:Business,Finance,Guernsey
LOCATION:35 The Pollet, Guernsey. GY1 1WQ
ATTACH;FMTTYPE=image/jpeg:https://channeleye.media/wp-content/uploads/2026/02/Step-Next-Gen-event.jpg
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