1. Corporate Authority: Required for corporate trustees - details of corporate authorization to act as trustee

2. Regulatory Status: Required for professional trustees - declaration of regulatory licenses and authorizations

3. Conflicts Declaration: Optional section for declaring any potential conflicts of interest

4. Co-Trustee Provisions: Required when multiple trustees are appointed - describing relationship with co-trustees

5. Professional Qualifications: Optional for professional trustees - details of relevant qualifications and experience

1. Schedule 1 - Trust Details: Summary of key trust details including date of establishment and trust purpose

2. Schedule 2 - Trust Assets: List of trust assets under management (may be referenced rather than detailed if confidential)

3. Schedule 3 - Beneficiary Information: Summary of beneficiary classes or specific beneficiaries (as appropriate)

4. Schedule 4 - Regulatory Certifications: Copies or details of relevant regulatory licenses and certifications

5. Appendix A - KYC Documentation: List of required KYC documents provided by the trustee

6. Appendix B - Corporate Documents: For corporate trustees - relevant corporate authorization documents