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Training spots:

20 Spots left

Training date:

17/03/2027

Training time:

09:00 – 13:00

Training location:

Training price:

€4500,- (Free of VAT) - All in price

MOTO - Multidisciplinaire Opleiding Trust Officer

From compliance to leadership: Master the full spectrum of Trust services.

Launching again in March 2027, the MOTO program is designed for senior professionals in the trust industry those who are on the verge of becoming, or have just been appointed as, Proxy Holders or Managing Directors.

Built in close collaboration with Holland Quaestor (HQ) the Dutch association for trust offices, this course will officially complete our offering for the trust sector, making 3Masters a one-stop learning partner for this domain.

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In today’s trust services environment, professionals face the convergence of compliance, legal, tax, and financial challenges often simultaneously. The MOTO program prepares you for exactly that, using interactive modules, real-world case studies, and peer-to-peer learning to ensure your growth is practical, reflective, and impactful.

Why choose the MOTO program by 3Masters?
✅ Developed and given by state-of-the-art facilitators with practical experience
✅ Gain advanced knowledge across compliance, legal, finance, tax, and digital innovation
✅ Combines theoretical knowledge with practical application
✅ Hybride learning possibilites
✅ Meet HQ-mandated qualifications for Proxy Holders and MD’s

Program Overview
Duration: March – June 2027 (ends before summer)
Location: Aristo Sloterdijk & MS Teams (when abroad)
Schedule: every Wednesday, 09:00 – 13:00 hrs. (including working lunch)
Total hours: 56 contact hrs.
PE Points: 56
Final Assessment: multiple choice, layered case study & presentation (mandatory for HQ certification)
Minimum enrollment: 10 participants
Flexible enrollment: attend individual modules for PE points
📌 Compliance & Integrity

Module 1: Advanced Compliance in Trust Offices
• Regulatory landscape
• Scope and limitations of gatekeeping
• Navigating compliance risks and opportunities
Module 2: Incidents & Financial Intelligence Unit (FIU)
• Reportable incidents vs. Unusual Transaction Reports (UTRs)
• Thresholds, obligations, and best practices
Module 3: Sanctions Compliance
• Essential sanctions regimes
• Trends, circumvention risks, and mitigation strategies
Module 4: Internal Audit in Practice
• Role of internal audits in risk control
• How to operationalize effective audits

📌 Finance & Valuation

Module 5: Company Valuation
• Valuation in M&A vs. standalone contexts
• Methods and interpretation of enterprise/equity value
Module 6: Strategic Financial Oversight
• Finance structures in holding environments
• Optimizing capital use
• Performance monitoring

📌 Legal Proficiency

Module 7: Advanced Legal Risk Management
• Core elements of Dutch civil law
• Legal risks in dividend, loan, and capital flow transactions
Module 8: Corporate Litigation
• Types of disputes and resolutions
• Navigating legal proceedings and Enterprise Chamber practices

📌 Leadership & Ethics

Module 9: Leadership & Entrepreneurship
• Leadership theory
• Leadership and culture
• Practical application of leadership in a trust office
Module 10: Practical Regulatory Processes
• Role division in regulatory oversight
• Effective collaboration with regulatory bodies
Module 11: Ethical Decision-Making
• Moral dilemmas in boardrooms
• AI and ethics in corporate governance

📌 Tax Integrity

Module 12: Tax Governance & Compliance
• BEPS, transparency, and anti-avoidance
• Aggressive tax planning and the HQ Tax Integrity Directive

📌 Risk Management & Innovation

Module 13: Digital Trust & Crypto Assets
• Introduction to blockchain, tokenization, and the Digital Euro
• Assessing digital risks and trust-building in a decentralized world
Module 14: Advanced Risk Strategy
• Contextual risk awareness
• Building resilient, adaptive organizations

Exam
Mandatory for HQ members, this final assessment consolidates all themes, testing your ability to navigate complexity with professionalism and insight.
👥 Who Should Attend?

Ideal participant profile:
• 7–10 years of experience in trust services, or a strong background in financial services
• Newly appointed or soon-to-be-appointed Proxy Holder or Managing Director
• Familiar with trust operations, legal and compliance frameworks, and business-critical decision-making
• Ready to step up as a gatekeeper, leader, and strategic advisor

⚠️This program is mandatory for HQ members stepping into senior leadership (as proxy holders or MDs), but also open to non-members with equivalent responsibilities.
Upon successful completion of the Multidisciplinaire Opleiding Trust Officer (MOTO), you will emerge not just with deeper knowledge, but with the confidence, authority, and certification to lead in the highly regulated and interdisciplinary world of trust services.

You will be fully prepared to operate at boardroom level, navigating complex legal, compliance, tax, and financial challenges with integrity and precision. And as an official requirement set by Holland Quaestor (HQ), this course positions you to formally meet the criteria for acting as a Proxy Holder or Managing Director within the trust sector.

After completing MOTO, you will be able to:
✅ Critically analyze and resolve complex compliance, legal, and tax dilemmas
✅ Serve as a credible and strategic counterpart to regulators, clients, supervisory boards, and auditors
✅ Fulfill your gatekeeping responsibilities with professionalism, societal awareness, and ethical clarity
✅ Make high-impact decisions based on financial strategy, enterprise risk, and organizational resilience
✅ Lead internal teams with a style that reflects trust, vision, and situational leadership
✅ Successfully pass the mandatory digital exam required for HQ certification

The MOTO program isn’t just about content mastery. It’s about building your executive presence, refining your professional judgment, and preparing you to own your signature, legally, reputationally, and ethically. Whether you are an experienced trust officer stepping into a higher role, or a seasoned professional from finance, legal, or tax domains moving into trust services, MOTO equips you for real-world leadership in one of the most scrutinized sectors of the financial industry.
Enrollment & Contact

⚠️Secure your spot in the 2027 edition of MOTO today. With limited seats available, early registration is advised.

Start Date: Wednesday, 17 March 2027
Location: Aristo Sloterdijk, Amsterdam

Module 1: Wednesday 17 March 2027 – Compliance in a Trust office
Module 2: Wednesday 24 March 2027 – Incidents & FIU
Module 3: Wednesday 31 March 2027 – Sanctions
Module 4: Wednesday 7 April 2027 – Internal Audit
Module 5: Wednesday 14 April 2027 – Company Valuation
Module 6: Wednesday 21 April 2027 – Strategic Finance
Module 7: Wednesday 28 April 2027 – Legal Risks (Advanced)
Module 8: Wednesday 12 May 2027 – Corporate Litigation
Module 9: Wednesday 19 May 2027 – Leadership
Module 10: Wednesday 26 May 2027 – Regulatory Processes in Practice
Module 11: Wednesday 2 June 2027 – Ethics
Module 12: Wednesday 9 June 2027 – Tax Integrity
Module 13: Wednesday 16 June 2027 – Digital Trust
Module 14: Wednesday 23 June 2027 – Advanced and Internal Risk Management

Exam:
Wednesday 30 June 2027 – Part 1 & Part 2
Thursday 2 July 2027 & Friday 3 July 2027 – Part 3

🌐Hybrid Flexibility
We strongly recommend in-person attendance for optimal learning and peer exchange. However, online participation is possible in exceptional cases

Register now to accelerate your next leadership step.
Ticket options
MOTO
Multidisciplinaire Opleiding Trust Officer
20 Tickets left
€4.500,00
Total price: Free
Attendee Information :   

Frequently Asked Questions

You will receive a link to access the digital exam via MS Teams. Your camera must remain on throughout the exam. The use of AI tools, online searches, or external resources is not permitted.

The exam consists of three parts:

  • Part 1 & Part 2: 180 minutes (30 June 2027)

  • Part 3: 20 minutes (1 & 2 July 2027)

Exam Structure

  • Part 1 – Multiple Choice (90 min | 25%)

    70 questions, 1 point per correct answer (max. 70 points)

  • Part 2 – Case Study (90 min | 50%)

    Integrated case covering all MOTO disciplines, requiring a substantiated client advice

    (max. 140 points)

  • Part 3 – Presentation (20 min | 25%)

    Presentation of the advice to the examination committee

    (max. 70 points)

Total score: 280 points

Passing score: 154 points

You’ll receive your results via email within 3 work days.

You are always welcome to email us the number of participants, their names, email addresses, and billing details at info@3masters.nl

To be eligible for the exam, participants are allowed to miss one session, with a maximum of two sessions in case of exceptional circumstances.

Our prices are all exempt from VAT. What you see is what you get.

You are required to attend during the indicated class times. No recording will be made and you cannot take the training in your own time.

In that case the training will be rescheduled or canceled. An invoice will not be sent unless the training has enough participants. You will receive the invoice approximately 3 – 4 weeks prior to the training. Have you paid via iDEAL? Then the fee will be refunded.

Training prijs: €4500,- (Free of VAT) - All in price

Training spots: 20 Spots left

Training date: 17/03/2027

Training time: 09:00 – 13:00

Training duration:

Training location:

Training level:

Certificate of participation:

Why choose this training?

  • State-of-the-art facilitators
  • Personal and proven effective learning approach
  • Hybride training course
  • 95% exam pass rate
3Masters - Over ons

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