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1. Parties: Identification of the Settlor, Trustee(s), and any other parties to the agreement
2. Background: Context of the trust creation, including the purpose and intention of the trust
3. Definitions and Interpretation: Definitions of key terms and interpretation rules for the agreement
4. Declaration of Trust: Formal establishment of the trust and transfer of shares to trustees
5. Trust Property: Detailed description of the shares held in trust and any additional trust property
6. Beneficiaries: Identification and classification of beneficiaries and their respective interests
7. Powers and Duties of Trustees: Comprehensive list of trustee powers and obligations under the trust
8. Administration of Trust: Procedures for trust management, decision-making, and record-keeping
9. Distribution Rules: Rules and procedures for distributing trust income and capital
10. Appointment and Removal of Trustees: Process for changing trustees and related procedures
11. Trust Period and Termination: Duration of the trust and circumstances/procedures for termination
12. Governing Law and Jurisdiction: Specification of Malaysian law as governing law and jurisdiction
1. Protector Provisions: Include when a trust protector is appointed to oversee trustee actions and provide additional security
2. Investment Guidelines: Include when specific investment restrictions or guidelines need to be imposed on trustees
3. Corporate Actions: Include when specific provisions are needed for handling corporate actions affecting the shares
4. Foreign Element Provisions: Include when trust has international aspects or foreign beneficiaries
5. Tax Provisions: Include when specific tax planning arrangements need to be documented
6. Change of Company Structure: Include when provisions for corporate restructuring or IPO scenarios are needed
7. Conflict Resolution: Include when specific dispute resolution procedures beyond court jurisdiction are desired
1. Schedule 1 - Details of Trust Shares: Complete description of shares including share certificates, class, and quantity
2. Schedule 2 - Beneficiary Details: Full details of beneficiaries including names, addresses, and benefit proportions
3. Schedule 3 - Initial Trustees: Details of initial trustees including names, addresses, and appointment dates
4. Schedule 4 - Trustee Remuneration: Details of trustee fees and reimbursement provisions
5. Schedule 5 - Trust Powers: Detailed list of specific powers granted to trustees
6. Appendix A - Deed of Adherence: Template for new trustees or beneficiaries to join the trust
7. Appendix B - Distribution Policy: Detailed policy for income and capital distributions
8. Appendix C - Corporate Documents: Copies of relevant company documents and share certificates
Appointment Date
Beneficiaries
Board
Business Day
Companies Act
Company
Constitution
Distribution Date
Effective Date
Financial Year
Governing Law
Initial Trustees
Malaysian Ringgit
Meeting
Notice
Original Shares
Parties
Register of Beneficiaries
Register of Members
Registered Office
Relevant Law
Settlor
Share Certificate
Shares
Subsidiary
Termination Date
Trust
Trust Assets
Trust Fund
Trust Period
Trust Property
Trust Resolution
Trustees
Trustees Act
Trust Deed
Trust Documents
Trust Income
Trust Powers
Trust Register
Trust Secretary
Trust Year
Variation
Voting Rights
Working Hours
Trust Property
Appointment of Trustees
Powers of Trustees
Duties of Trustees
Beneficiary Rights
Distribution Rules
Investment Powers
Trust Administration
Share Transfer
Voting Rights
Dividend Distribution
Record Keeping
Remuneration
Indemnification
Confidentiality
Amendment
Termination
Governing Law
Dispute Resolution
Notices
Assignment
Severability
Entire Agreement
Force Majeure
Compliance
Anti-Money Laundering
Tax Provisions
Succession
Representations and Warranties
Financial Services
Banking
Family Business
Corporate Services
Legal Services
Investment Management
Private Equity
Asset Management
Professional Services
Trust Services
Legal
Corporate Secretarial
Compliance
Finance
Risk Management
Investment
Trust Administration
Wealth Management
Corporate Governance
Executive Leadership
Trust Manager
Corporate Trustee
Legal Counsel
Company Secretary
Compliance Officer
Trust Administrator
Wealth Manager
Corporate Lawyer
Trust Officer
Financial Controller
Board Director
Chief Executive Officer
Chief Financial Officer
Risk Manager
Investment Manager
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