Investment Trust Contract Template for Singapore

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Key Requirements PROMPT example:

Investment Trust Contract

"Need an Investment Trust Contract for a family office managing cross-border investments in Asia, with specific provisions for quarterly distributions to beneficiaries and the appointment of an investment committee to oversee ESG-focused investment strategies."

Document background

An Investment Trust Contract is essential for establishing and managing investment trusts in Singapore. This document is typically used when individuals or entities wish to create a structured investment vehicle for asset management and wealth preservation. It outlines the trust's investment strategy, beneficiary rights, trustee powers, and compliance requirements under Singapore's legal framework. The contract must adhere to the Trustees Act, Securities and Futures Act, and MAS guidelines, making it particularly relevant for high-net-worth individuals, family offices, and institutional investors seeking to establish regulated investment structures in Singapore.

Suggested Sections

1. Parties: Identification of trustee(s), settlor, and beneficiary classes

2. Background: Context and purpose of the trust establishment

3. Definitions: Key terms used throughout the trust deed

4. Trust Declaration: Formal declaration of trust and initial settlement

5. Trust Powers: Powers granted to trustees in managing trust assets

6. Investment Powers: Specific powers related to investment decisions and limitations

7. Distribution Rules: Rules governing distribution of income and capital

8. Trustee Provisions: Appointment, removal, and succession of trustees

Optional Sections

1. Protector Provisions: Powers and duties of trust protector, used when additional oversight is desired

2. Investment Committee: Structure and powers of investment committee, used for larger trusts with complex investment strategies

3. Anti-Duress Clause: Provisions protecting against forced distributions, used when asset protection is a key concern

Suggested Schedules

1. Schedule of Initial Assets: Detailed list of assets initially settled into the trust

2. Investment Guidelines: Specific investment parameters and restrictions

3. Beneficiary Schedule: Detailed information about beneficiaries and their respective interests

4. Fee Schedule: Trustee remuneration and cost structure

5. Distribution Policy: Detailed guidelines for making distributions

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Financial Services
Wealth Management
Family Offices
Professional Services
Investment Management

Relevant Teams

Legal
Investment Management
Compliance
Finance
Risk Management
Client Services

Relevant Roles

Trust Manager
Investment Director
Wealth Manager
Compliance Officer
Legal Counsel
Financial Controller

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Authors

Alex Denne

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