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1. Parties: Identifies and defines the Settlor, Trustee(s), and initial Beneficiaries
2. Background: Sets out the context and purpose of the trust settlement
3. Definitions and Interpretation: Defines key terms used throughout the agreement and interpretation rules
4. Declaration of Trust: Formal declaration establishing the trust and transferring assets
5. Trust Purpose and Duration: Specifies the purpose of the trust and its intended duration or termination conditions
6. Powers and Duties of Trustees: Comprehensive outline of trustee authorities and responsibilities
7. Trust Assets: Description of initial trust property and rules for handling additional contributions
8. Distribution of Income and Capital: Rules governing how trust income and capital are to be distributed
9. Appointment and Removal of Trustees: Procedures for changing trustees and related requirements
10. Beneficiary Rights and Interests: Defines the rights of beneficiaries and how their interests are protected
11. Trust Administration: Day-to-day management procedures and administrative requirements
12. Amendment and Variation: Procedures for modifying trust terms
13. Governing Law and Jurisdiction: Specifies UAE law application and relevant jurisdiction
14. Execution and Date: Formal execution provisions and effective date
1. Protector Provisions: Include when a trust protector is appointed to provide additional oversight
2. Sharia Compliance: Include specific provisions ensuring compliance with Islamic law when required
3. Investment Guidelines: Include when specific investment restrictions or guidelines are needed
4. Family Governance: Include for family trusts requiring specific family management structures
5. Charitable Purposes: Include for trusts with charitable elements or purposes
6. Letter of Wishes: Include reference when settlor provides non-binding guidance to trustees
7. Anti-Duress Provisions: Include to protect against forced changes under duress
8. Contingency Planning: Include specific provisions for unforeseen events or circumstances
1. Schedule 1 - Initial Trust Assets: Detailed inventory and valuation of assets initially settled into the trust
2. Schedule 2 - Beneficiary Details: Complete information about initial beneficiaries and their respective interests
3. Schedule 3 - Trustee Powers: Comprehensive list of specific powers granted to trustees
4. Schedule 4 - Administrative Provisions: Detailed procedures for trust administration and management
5. Schedule 5 - Fee Schedule: Details of trustee compensation and other administrative fees
6. Appendix A - Investment Policy Statement: Detailed investment guidelines and restrictions
7. Appendix B - Compliance Requirements: Specific regulatory and reporting requirements applicable to the trust
8. Appendix C - Distribution Rules: Detailed rules and procedures for making distributions to beneficiaries
Applicable Law
Appointor
Assets Under Trust
Authorized Investments
Beneficiaries
Capital
Charitable Purpose
Corporate Trustee
Defaulting Trustee
Discretionary Beneficiaries
Distribution Date
Effective Date
Excluded Person
Financial Year
Free Zone
Income
Initial Assets
Investment Advisor
Letter of Wishes
Liabilities
Minor
Net Income
Perpetuity Period
Power of Appointment
Protector
Regulatory Authority
Related Party
Relevant Jurisdiction
Resignation Notice
Settlor
Sharia Board
Successor Trustee
Trust
Trust Company
Trust Deed
Trust Fund
Trust Period
Trust Property
Trust Purposes
Trustee
Trustee Act
Trust Instrument
Trust Powers
Trust Provisions
UAE
Variation
Vesting Date
Vested Interest
Winding Up Date
Trust Declaration
Trust Duration
Asset Transfer
Powers of Trustee
Duties of Trustee
Beneficiary Rights
Income Distribution
Capital Distribution
Investment Powers
Administrative Powers
Appointment and Removal
Succession
Protector Provisions
Confidentiality
Compliance
Anti-Money Laundering
Dispute Resolution
Governing Law
Jurisdiction
Amendment
Termination
Indemnification
Liability
Delegation
Records and Accounts
Notices
Severability
Force Majeure
Entire Agreement
Counterparts
Sharia Compliance
Regulatory Compliance
Asset Management
Trust Expenses
Remuneration
Reporting Requirements
Investment Restrictions
Distribution Powers
Revocation Powers
Financial Services
Private Banking
Wealth Management
Family Office Services
Real Estate
Legal Services
Corporate Services
Islamic Finance
Asset Management
Estate Planning
Legal
Compliance
Wealth Management
Private Banking
Corporate Services
Risk Management
Islamic Banking
Trust Services
Asset Management
Client Relations
Financial Advisory
Estate Planning
Trust Officer
Private Banker
Wealth Manager
Legal Counsel
Compliance Officer
Financial Advisor
Estate Planner
Trust Administrator
Corporate Services Manager
Family Office Manager
Relationship Manager
Risk Manager
Islamic Finance Specialist
Asset Manager
Investment Advisor
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