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1. Declarant Details: Full legal name, address, and contact information of the person making the declaration (the trustee)
2. Trust Information: Name of the trust, date of establishment, and type of trust (e.g., discretionary, fixed, charitable)
3. Appointment Details: Reference to the appointment instrument and date of appointment as trustee
4. Eligibility Declaration: Trustee's confirmation of their eligibility to act (e.g., being over 18, not bankrupt, no conflicts of interest)
5. Capacity Declaration: Confirmation that the trustee understands the nature and extent of their role
6. Acknowledgment of Duties: Statement acknowledging understanding of trustee duties under Irish law
7. Compliance Declaration: Declaration of commitment to comply with trust deed and applicable laws
8. Data Protection Statement: Acknowledgment of data protection responsibilities regarding trust information
9. Execution Block: Space for trustee's signature, witness details, and date of execution
1. Co-Trustee Acknowledgment: Required when there are multiple trustees, acknowledging joint responsibilities
2. Professional Qualification Statement: Required for professional trustees, detailing relevant qualifications and experience
3. Pension Scheme Specifics: Required for pension trust trustees, acknowledging specific pension regulation requirements
4. Charitable Status Declaration: Required for charitable trusts, confirming understanding of charitable trustee obligations
5. Corporate Trustee Details: Required when the trustee is a corporation rather than an individual
6. Foreign Asset Declaration: Required when trust includes assets in other jurisdictions
7. Beneficial Ownership Registration: Required for trusts subject to beneficial ownership registration requirements
1. Schedule 1 - Trust Property: Detailed list of assets and property held in the trust
2. Schedule 2 - Trustee Powers: Specific powers granted to the trustee under the trust deed
3. Schedule 3 - Key Trust Terms: Summary of key terms from the trust deed relevant to the trustee's role
4. Appendix A - AML Requirements: Anti-money laundering compliance requirements and procedures
5. Appendix B - Contact Information: Contact details for co-trustees, beneficiaries, and professional advisors
6. Appendix C - Document Checklist: List of documents received and required from the trustee
Financial Services
Legal Services
Wealth Management
Private Banking
Charitable Organizations
Real Estate
Pension and Retirement Services
Family Office Services
Investment Management
Corporate Services
Legal
Compliance
Trust Administration
Wealth Management
Private Client Services
Corporate Services
Risk Management
Operations
Fiduciary Services
Document Management
Trust Administrator
Legal Counsel
Compliance Officer
Trust Manager
Private Client Manager
Wealth Manager
Estate Planning Attorney
Corporate Trustee Officer
Trust Operations Manager
Pension Trustee
Company Secretary
Risk Manager
Trust Account Manager
Fiduciary Services Director
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