Investment Trust Agreement Template for Denmark

1. Co-Trustee Provisions: Required when multiple trustees are appointed, defining their relationship and responsibilities

2. Investment Committee: Needed when establishing a committee to oversee investment decisions

3. ESG Investment Criteria: Include when specific environmental, social, and governance criteria apply to investments

4. Foreign Investment Provisions: Required when investments in non-Danish assets are contemplated

5. Tax Optimization Structures: Include when specific tax planning arrangements are part of the trust structure

6. Specific Asset Classes: Required when dealing with particular asset classes like real estate or private equity

7. Digital Asset Provisions: Include when investments in cryptocurrencies or other digital assets are permitted

8. Shariah Compliance: Required when investments must comply with Islamic finance principles

1. Schedule 1 - Initial Trust Assets: Detailed list of assets initially transferred to the trust

2. Schedule 2 - Investment Guidelines: Specific investment parameters, restrictions, and guidelines

3. Schedule 3 - Fee Schedule: Detailed breakdown of all fees and charges

4. Schedule 4 - Valuation Methodology: Specific methods for valuing different types of assets

5. Schedule 5 - Reporting Templates: Standard formats for regular reporting

6. Appendix A - KYC Requirements: Documentation requirements for anti-money laundering compliance

7. Appendix B - Risk Disclosure: Detailed disclosure of investment risks

8. Appendix C - Tax Considerations: Overview of relevant tax implications and structures