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1. Parties: Identification of the Settlor, Trustee(s), and any initial Beneficiaries
2. Background: Context of the trust creation, intention of the settlor, and purpose of the trust
3. Definitions: Definitions of key terms used throughout the deed, including Trust Property, Trust Period, and Investment Powers
4. Declaration of Trust: Formal declaration establishing the trust and transfer of assets to trustees
5. Trust Property: Detailed description of the initial trust property, including any notes or financial instruments
6. Powers and Duties of Trustees: Comprehensive outline of trustee powers, responsibilities, and limitations
7. Investment Powers: Specific powers relating to investment of trust assets and any restrictions
8. Beneficiary Rights: Rights of beneficiaries, including distribution provisions and access to information
9. Trust Administration: Administrative provisions including meetings, record-keeping, and reporting requirements
10. Duration and Termination: Trust period, circumstances for termination, and distribution upon termination
11. Governing Law and Jurisdiction: Specification of UAE law application and relevant jurisdiction (federal/DIFC/ADGM)
12. Execution: Execution blocks and attestation requirements
1. Sharia Compliance: Required if the trust needs to be Sharia-compliant, including relevant scholar certifications
2. Protector Provisions: Include if a trust protector is appointed to oversee certain trustee actions
3. Letter of Wishes: Non-binding guidance from settlor to trustees about trust administration
4. Alternative Dispute Resolution: Include specific arbitration or mediation provisions if desired
5. Foreign Asset Provisions: Required if trust holds assets outside the UAE
6. Tax Considerations: Include if there are specific tax implications to be addressed
7. Successor Trustee Provisions: Detailed provisions for appointment and removal of successor trustees
1. Schedule 1: Trust Property: Detailed inventory of initial trust property and any notes
2. Schedule 2: Investment Guidelines: Specific investment parameters and restrictions
3. Schedule 3: Trustee Remuneration: Fee structure and payment terms for trustees
4. Schedule 4: Initial Beneficiaries: List of initial beneficiaries and their respective interests
5. Schedule 5: Administrative Provisions: Detailed procedures for trust administration
6. Appendix A: Form of Note: Template or actual form of any promissory notes or financial instruments
7. Appendix B: Certification Requirements: Required certifications including any Sharia compliance certificates
8. Appendix C: Powers of Attorney: Any required powers of attorney for trust administration
Applicable Law
Appointment Date
Assets
Authorised Investments
Beneficiaries
Business Day
Conditions
Default Event
Delegate
Distribution Date
Effective Date
Eligible Securities
Encumbrance
Event of Default
Financial Year
Governing Law
Interest Payment Date
Interest Period
Interest Rate
Investment Guidelines
Issue Date
Issuer
Liability
Maturity Date
Note
Note Certificates
Note Holder
Notice
Paying Agent
Payment Date
Perpetuity Period
Principal Amount
Protector
Record Date
Register
Registrar
Related Party
Relevant Authority
Security
Security Interest
Settlor
Sharia Board
Sharia Principles
Specified Office
Trust
Trust Assets
Trust Distribution
Trust Period
Trust Property
Trustee
Trustee Acts
UAE
Vesting Day
Trust Property
Appointment of Trustee
Powers of Trustee
Duties of Trustee
Investment Powers
Trustee Remuneration
Trustee Liability
Trustee Indemnification
Beneficiary Rights
Protector Provisions
Note Terms
Interest Payments
Principal Repayment
Security Arrangements
Events of Default
Enforcement Rights
Distribution Provisions
Amendment Powers
Delegation Authority
Confidentiality
Anti-Money Laundering
Sharia Compliance
Governing Law
Dispute Resolution
Notices
Assignment
Severability
Entire Agreement
Force Majeure
Termination
Registration and Authentication
Successor Trustees
Tax Provisions
Record Keeping
Reporting Requirements
Financial Services
Banking
Wealth Management
Family Business
Real Estate
Islamic Finance
Investment Management
Asset Management
Private Equity
Corporate Finance
Legal
Compliance
Wealth Management
Trust Administration
Corporate Services
Risk Management
Investment
Private Banking
Islamic Finance
Operations
Trust Manager
Wealth Manager
Financial Advisor
Legal Counsel
Compliance Officer
Investment Manager
Corporate Trustee
Trust Administrator
Private Banker
Family Office Manager
Relationship Manager
Trust Operations Manager
Risk Manager
Sharia Compliance Officer
Portfolio Manager
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