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Trustee Declaration Form for Ireland

Trustee Declaration Form Template for Ireland

A Trustee Declaration Form is a formal legal document used in Ireland to officially document a trustee's acceptance of their appointment and acknowledgment of their duties and responsibilities under Irish trust law. The document serves as evidence of the trustee's formal commitment to act in accordance with the trust deed, Irish legislation, and common law principles. It includes declarations regarding the trustee's eligibility, understanding of their role, and compliance with various regulatory requirements, including anti-money laundering regulations and beneficial ownership reporting obligations under Irish law.

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What is a Trustee Declaration Form?

The Trustee Declaration Form is a crucial document in Irish trust administration that must be completed when a new trustee is appointed to a trust. This document serves multiple purposes: it provides formal evidence of the trustee's acceptance of their role, confirms their eligibility to act, and demonstrates their understanding of their legal obligations under Irish law. The form is particularly important in the context of regulatory compliance, as it creates a clear audit trail of trustee appointments and their acknowledgment of responsibilities. The document needs to align with various pieces of Irish legislation, including the Trustee Act 1893, the Criminal Justice (Money Laundering and Terrorist Financing) Act 2010, and recent beneficial ownership regulations. It's commonly used in private trusts, charitable trusts, pension trusts, and other trust arrangements governed by Irish law.

What sections should be included in a Trustee Declaration Form?

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

What sections are optional to include in a Trustee Declaration Form?

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

What schedules should be included in a Trustee Declaration Form?

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

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

Jurisdiction

Ireland

Publisher

Genie AI

Document Type

Declaration Form

Cost

Free to use
Relevant legal definitions






























Clauses




















Relevant Industries

Financial Services

Legal Services

Wealth Management

Private Banking

Charitable Organizations

Real Estate

Pension and Retirement Services

Family Office Services

Investment Management

Corporate Services

Relevant Teams

Legal

Compliance

Trust Administration

Wealth Management

Private Client Services

Corporate Services

Risk Management

Operations

Fiduciary Services

Document Management

Relevant Roles

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

Industries








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