Deed Of Trust Agreement Template for South Africa

1. Trust Protector Provisions: Include when appointing a trust protector to oversee trustees and provide additional governance

2. Business Operation Provisions: Required when the trust will conduct business activities

3. Foreign Asset Provisions: Include when the trust will hold overseas assets or operate internationally

4. Charitable Purposes: Required for trusts with charitable objectives or public benefit purposes

5. Special Needs Provisions: Include when beneficiaries include persons with disabilities or special needs

6. Minor Beneficiary Provisions: Additional provisions for managing benefits for minor beneficiaries

7. Investment Guidelines: Specific investment policies and restrictions beyond standard trustee powers

8. Conflict Resolution: Detailed procedures for resolving disputes between trustees or beneficiaries

1. Schedule A - Initial Trust Property: Detailed inventory of assets initially transferred to the trust

2. Schedule B - Initial Trustees: List of initial trustees with their full details and contact information

3. Schedule C - Initial Beneficiaries: List of named beneficiaries and their respective interests or shares

4. Schedule D - Trustee Remuneration: Details of trustee compensation and expense reimbursement policies

5. Schedule E - Investment Powers: Specific investment guidelines and restrictions

6. Appendix 1 - Trustee Acceptance Forms: Standard forms for trustee acceptance of office

7. Appendix 2 - Specimen Resolution Forms: Template forms for common trust resolutions

8. Appendix 3 - Financial Reporting Requirements: Detailed requirements for financial statements and reporting