The Trust Fund Agreement is a fundamental document in wealth management and estate planning under Hong Kong law. It is used when individuals or entities wish to establish a trust structure for asset protection, succession planning, or specific investment purposes. The agreement comprehensively details the trust's structure, including the initial settlement of assets, trustee powers and duties, beneficiary rights, investment parameters, and distribution mechanisms. This document must comply with Hong Kong's robust trust law framework, particularly the Trustee Ordinance (Cap. 29) and related financial regulations. The Trust Fund Agreement is especially relevant in Hong Kong's role as a major international financial center, often involving cross-border elements and sophisticated asset management structures. It provides the legal foundation for trust administration while ensuring flexibility for changing circumstances and protection of all parties' interests.
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1. Parties: Identification of the settlor, trustee(s), and any protector or enforcer of the trust
2. Background: Context of the trust establishment, including the settlor's intention and purpose of the trust fund
3. Definitions: Key terms used throughout the agreement including Trust Fund, Trust Period, Beneficiaries, Investment Powers, etc.
4. Declaration of Trust: Formal establishment of the trust and initial settlement of assets
5. Trust Powers: Powers granted to trustees including investment, management, and distribution powers
6. Trustee Duties and Responsibilities: Obligations of trustees including fiduciary duties, record keeping, and reporting requirements
7. Investment Guidelines: Parameters for investment of trust assets including permitted investments and risk management
8. Distribution Rules: Rules governing distributions to beneficiaries including timing and conditions
9. Trust Administration: Procedures for day-to-day management including meetings, decisions, and record-keeping
10. Appointment and Removal of Trustees: Process for changing trustees and requirements for trustee qualification
11. Amendment and Termination: Provisions for modifying trust terms and circumstances for trust termination
12. Governing Law and Jurisdiction: Specification of Hong Kong law as governing law and jurisdiction for disputes
1. Protector Provisions: Required when a trust protector is appointed, detailing their powers and duties
2. Anti-Duress Clause: Optional protection against forced disposition of trust assets under external pressure
3. Perpetuity Period: Required for trusts that may extend for multiple generations
4. Letter of Wishes: Non-binding guidance from settlor regarding trust administration and distributions
5. Conflict Resolution: Optional detailed procedures for resolving disputes between trustees or with beneficiaries
6. Foreign Element Provisions: Required when trust has international aspects such as foreign assets or beneficiaries
7. Corporate Trustee Provisions: Required when one or more trustees are corporate entities
1. Schedule 1 - Trust Fund Assets: Detailed inventory of initial trust assets and their values
2. Schedule 2 - Beneficiaries: List of beneficiaries and their respective interests or share classes
3. Schedule 3 - Investment Policy Statement: Detailed investment guidelines and restrictions
4. Schedule 4 - Trustee Remuneration: Fee structure and payment terms for trustee services
5. Schedule 5 - Administrative Procedures: Detailed procedures for trust administration and reporting
6. Appendix A - KYC Documentation: Required due diligence documentation for settlor and beneficiaries
7. Appendix B - Tax Considerations: Summary of relevant tax implications and compliance requirements
Authors
Relevant legal definitions
Clauses
Relevant Industries
Financial Services
Wealth Management
Private Banking
Family Office
Asset Management
Trust Services
Legal Services
Investment Management
Estate Planning
Professional Services
Relevant Teams
Legal
Compliance
Wealth Management
Trust Administration
Investment Management
Risk Management
Client Services
Operations
Tax Advisory
Estate Planning
Relevant Roles
Trust Officer
Wealth Manager
Private Banker
Legal Counsel
Compliance Officer
Investment Manager
Trust Administrator
Estate Planning Advisor
Tax Consultant
Risk Manager
Trust Operations Manager
Client Relationship Manager
Portfolio Manager
Trust Director
Financial Advisor
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