1Reviewing trust deeds
2Preparing the deed of variation or deed of retirement and appointment; and administrative agreement where appropriate
3Conducting on-site implementation meetings with employers to explain processes, clarify issues and answer questions
4Participating in member briefing sessions conducted by the employer
5Agreeing on transfer dates
6Converting scheme / fund / employer / member information from the existing administrator or trustee to BCTC’s systems
7Agreeing with existing trustee / administrator on the transfer of physical documents relating to the scheme, such as member enrolment forms, member switching forms, termination notices, etc.
8Performing the physical transfer of scheme assets (including cash and securities)
9Performing post-conversion reconciliation of scheme and fund assets
10Dispatching transfer statements to members