Contractual Trust Agreement Template for Philippines

1. Investment Powers: Detailed investment guidelines and restrictions when trust involves investment management

2. Co-Trustee Provisions: Rules for co-trustee appointment and coordination when multiple trustees are involved

3. Tax Provisions: Specific tax planning arrangements and responsibilities when tax optimization is a key objective

4. Successor Trustee Provisions: Detailed process for trustee succession when continuity planning is important

5. Charitable Purposes: Special provisions for charitable trusts when applicable

6. Anti-Money Laundering Compliance: Detailed AML procedures when trust involves significant financial transactions

7. Foreign Element Provisions: Additional provisions when trust involves international assets or beneficiaries

1. Schedule A - Trust Property: Detailed inventory and description of initial trust assets

2. Schedule B - Beneficiary Information: Complete details of beneficiaries and their respective interests

3. Schedule C - Fee Schedule: Detailed breakdown of trustee fees and other charges

4. Schedule D - Investment Guidelines: Specific investment policies and restrictions if applicable

5. Schedule E - Distribution Schedule: Detailed timeline and conditions for distributions

6. Appendix 1 - KYC Documents: Required identification and verification documents for all parties

7. Appendix 2 - Asset Transfer Documents: Legal documents evidencing transfer of assets to trust

8. Appendix 3 - Tax Certificates: Relevant tax documentation and certificates