A Trust Management Agreement is essential when trustees seek to delegate the day-to-day management of trust assets to professional managers. This document, governed by English and Welsh law, establishes the legal framework for such delegation, ensuring compliance with the Trustee Act 2000 and related legislation. It details investment parameters, reporting requirements, fee structures, and risk management protocols, while maintaining appropriate oversight and control mechanisms. The agreement is particularly relevant for complex trusts, charitable foundations, and pension arrangements where professional management is required.
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1. Parties: Identification and details of the trustee(s), manager(s), and any other relevant parties
2. Background: Context of the trust arrangement and purpose of the agreement
3. Definitions: Key terms used throughout the agreement
4. Appointment and Authority: Formal appointment of manager and scope of authority
5. Duties and Responsibilities: Detailed obligations of the manager
6. Investment Powers and Restrictions: Parameters for investment activities
7. Fees and Expenses: Compensation structure and recoverable costs
8. Reporting Requirements: Regular reporting obligations and requirements
9. Term and Termination: Duration and circumstances for ending the agreement
1. Delegation: Terms for delegation of management duties to sub-managers or other third parties
2. ESG Requirements: Environmental, social and governance investment criteria and related obligations
3. Special Investment Restrictions: Additional investment limitations for specific types of trusts (e.g., charitable)
1. Schedule 1 - Trust Assets: Initial assets under management
2. Schedule 2 - Investment Guidelines: Detailed investment parameters and restrictions
3. Schedule 3 - Fee Schedule: Detailed breakdown of fees and charges
4. Schedule 4 - Reporting Requirements: Format and frequency of required reports
5. Appendix A - Authorized Signatories: List of persons authorized to give instructions
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