Trustee joining an existing corporate trustee firm

Checklist

In accordance with Section 42 of the Trustee Licensing Directive, such a change requires the prior approval of the Superintendent of Bankruptcy.
A written request for such approval must be submitted to the Licensing Section of OSB.

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Please provide the following information/documentation to the Licensing Section:

All Trustees:

1. Trustee name and licence #
2. Current firm (if applicable)
3. Effective date of proposed change, (i.e. date at which trustee is joining new firm)
4. New principal business address, Telephone, Fax, Email
5. Estate Concilation – please choose the situation which applies to you:
   1. Transferring files to another trustee within the firm (name of the trustee)
   2. Trustee keeping files (substitution)

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Where the trustee is still subject to the condition of direct supervision of an established trustee:

1. A supporting letter from the supervisor trustee outlining the supervision plan which will have to be approved.