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1. Parties: Identifies the Settlor, Trustee(s), and any Protector or Enforcer of the trust
2. Background: Recites the intention to create the trust and context for its establishment
3. Definitions: Defines key terms used throughout the deed
4. Declaration of Trust: Formal declaration creating the trust and transferring assets to trustees
5. Trust Powers: Details the powers granted to trustees in managing and administering the trust
6. Trustee Duties and Responsibilities: Specifies the obligations and responsibilities of trustees
7. Beneficiary Rights: Defines the rights and interests of beneficiaries in the trust
8. Trust Administration: Sets out procedures for day-to-day management of the trust
9. Appointment and Removal of Trustees: Procedures for changing trustees
10. Amendment Provisions: Powers and procedures for amending the trust deed
11. Duration and Termination: Specifies trust period and circumstances for termination
12. Governing Law and Jurisdiction: Confirms Hong Kong law governs and jurisdiction for disputes
1. Protector Provisions: Required when a protector is appointed to oversee trustees
2. Letter of Wishes: Used when the settlor wishes to provide non-binding guidance to trustees
3. Perpetuity Period: Required for trusts that may continue for extended periods
4. Special Powers: Added for specific investment or management powers beyond standard trustee powers
5. Foreign Element Provisions: Required when trust has international aspects or assets
6. Minor Beneficiary Provisions: Added when beneficiaries include minors
7. Charitable Purposes: Required for trusts with charitable elements
1. Schedule 1 - Trust Property: Detailed inventory of initial trust assets and property
2. Schedule 2 - Beneficiaries: List of beneficiaries and their respective interests
3. Schedule 3 - Trustee Powers: Comprehensive list of specific powers granted to trustees
4. Schedule 4 - Trustee Remuneration: Details of trustee compensation and expense reimbursement
5. Schedule 5 - Administrative Provisions: Detailed procedures for trust administration
6. Appendix A - Forms: Standard forms for trustee appointments, removals, and other actions
7. Appendix B - Investment Guidelines: Specific investment parameters and restrictions
Trust Property
Initial Property
Additional Property
Settlor
Trustee
Original Trustee
Successor Trustee
Beneficiaries
Discretionary Beneficiaries
Default Beneficiaries
Protector
Trust Period
Perpetuity Period
Vesting Day
Distribution Date
Effective Date
Trust Powers
Administrative Powers
Investment Powers
Proper Law
Accounting Period
Trust Fund
Income
Capital
Accumulation Period
Governing Law
Hong Kong
Business Day
Authorized Investments
Trust Expenses
Trust Documents
Letter of Wishes
Minor
Legal Representative
Professional Advisor
Trust Administrator
Trust Register
Trust Instrument
Incapacity
Corporate Trustee
Individual Trustee
Power of Appointment
Power of Removal
Trust Accounts
Financial Year
Declaration of Trust
Trust Property
Appointment of Trustees
Trustee Powers
Investment Powers
Administrative Powers
Trustee Duties
Trustee Remuneration
Trustee Indemnity
Beneficiary Rights
Distribution Powers
Accumulation of Income
Appointment of Protector
Protector Powers
Amendment Powers
Revocation Powers
Perpetuity Period
Trust Period
Termination
Governing Law
Jurisdiction
Registration
Severability
Confidentiality
Anti-Money Laundering
Foreign Law Compliance
Tax Compliance
Successor Appointment
Trustee Removal
Delegation
Record Keeping
Accounting
Notices
Dispute Resolution
Wealth Management
Private Banking
Real Estate
Family Office
Estate Planning
Asset Management
Financial Services
Professional Services
Legal Services
Property Management
Legal
Compliance
Wealth Management
Trust Administration
Estate Planning
Risk Management
Asset Management
Corporate Services
Private Banking
Property Management
Trust Manager
Private Banker
Wealth Manager
Estate Planning Lawyer
Trust Administrator
Compliance Officer
Legal Counsel
Property Manager
Financial Advisor
Trust Officer
Family Office Manager
Asset Manager
Company Secretary
Risk Manager
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