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1. Parties: Identifies and defines all parties including the Settlor, Trustee(s), and any Protector or Enforcer
2. Background: Sets out the context and purpose of creating the trust
3. Definitions: Defines key terms used throughout the trust deed
4. Declaration of Trust: Formal declaration establishing 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: Outlines the obligations and responsibilities of trustees
7. Beneficiaries: Identifies and defines the beneficiaries and their respective interests
8. Distribution Provisions: Specifies how and when trust assets are to be distributed
9. Trust Period: Defines the duration of the trust and any termination conditions
10. Administrative Provisions: Covers operational aspects including meetings, decisions, and record-keeping
11. Appointment and Removal of Trustees: Procedures for changing trustees
12. Governing Law and Jurisdiction: Confirms Hong Kong law as governing law and jurisdiction for disputes
1. Protector Provisions: Required when a protector is appointed to oversee trustees' actions
2. Charity Provisions: Needed for charitable trusts to ensure compliance with charity laws
3. Business Operation Provisions: Required when trust holds business assets or operates commercial activities
4. Foreign Asset Provisions: Necessary when trust includes assets located outside Hong Kong
5. Letter of Wishes: Optional guidance from settlor to trustees about exercise of discretionary powers
6. Special Powers: Additional powers for specific circumstances or purposes
7. Variation Provisions: Powers to modify trust terms beyond statutory provisions
8. Minor Beneficiary Provisions: Special provisions for managing benefits for underage beneficiaries
1. Schedule 1 - Initial Trust Property: Detailed list and description of assets initially settled into the trust
2. Schedule 2 - Trustee Powers: Comprehensive list of specific powers granted to trustees
3. Schedule 3 - Beneficiary Details: Full details of beneficiaries and their respective entitlements
4. Schedule 4 - Trustee Remuneration: Details of trustee fees and payment arrangements
5. Schedule 5 - Administrative Procedures: Detailed procedures for trust administration and decision-making
6. Appendix A - Execution Formalities: Requirements for valid execution of trust documents
7. Appendix B - Certification Requirements: Required certifications and authentications for trust documents
Trust Property
Initial Trust Fund
Trust Period
Settlor
Trustee
Original Trustee
Successor Trustee
Beneficiary
Discretionary Beneficiary
Default Beneficiary
Protector
Enforcer
Perpetuity Period
Accumulation Period
Vesting Day
Distribution Date
Accounting Period
Trust Documents
Proper Law
Governing Law
Trust Powers
Administrative Powers
Investment Powers
Excluded Person
Hong Kong
Working Day
Business Day
Legal Representative
Professional Advisor
Trust Company
Trust Deed
Letter of Wishes
Trust Income
Trust Capital
Appointment Date
Effective Date
Minor
Incapacitated Person
Corporate Trustee
Charitable Purpose
Reserved Powers
Security Interest
Financial Year
Authorised Investment
Trust Declaration
Trust Property
Trust Duration
Beneficiary Rights
Trustee Appointment
Trustee Removal
Trustee Powers
Trustee Duties
Investment Powers
Distribution Powers
Administrative Powers
Protector Provisions
Asset Management
Income Distribution
Capital Distribution
Record Keeping
Accounting Requirements
Delegation Authority
Indemnification
Liability Limitation
Confidentiality
Variation Powers
Revocation Powers
Termination Rights
Governing Law
Dispute Resolution
Anti-Money Laundering
Tax Compliance
Severability
Amendment Provisions
Succession Planning
Notice Requirements
Power of Attorney
Asset Protection
Conflict Resolution
Force Majeure
Perpetuity Compliance
Execution Requirements
Financial Services
Wealth Management
Private Banking
Family Office
Real Estate
Professional Services
Asset Management
Corporate Services
Legal Services
Trust Administration
Charitable Organizations
Legal
Compliance
Wealth Management
Trust Administration
Private Banking
Corporate Services
Risk Management
Client Relations
Financial Planning
Asset Management
Trust Administrator
Private Banker
Wealth Manager
Legal Counsel
Trust Officer
Compliance Officer
Financial Advisor
Estate Planner
Tax Consultant
Corporate Trustee
Trust Account Manager
Family Office Manager
Relationship Manager
Trust Operations Manager
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