Master Trust Deed Template for Canada

Create a bespoke document in minutes, or upload and review your own.

4.6 / 5

4.8 / 5

Let's create your Master Trust Deed

1. Select your governing law and document type:

2. Enter your key requirements:

3. Create your document to edit, review or download

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Master Trust Deed

"I need a Master Trust Deed for establishing a Canadian real estate investment trust by March 2025, with specific provisions for multiple unit classes and quarterly distributions to unitholders, ensuring compliance with Ontario securities regulations."

Document background

The Master Trust Deed serves as the primary governing document for establishing and operating trusts within the Canadian legal framework. It is typically used when creating complex trust arrangements such as unit trusts, investment funds, security trusts, or corporate trust structures. The document incorporates essential elements required by Canadian federal and provincial legislation, including trustee powers and duties, beneficiary rights, investment restrictions, and compliance requirements. A Master Trust Deed provides the flexibility to accommodate various trust purposes while ensuring compliance with regulatory requirements, fiduciary obligations, and tax considerations. It establishes the foundation for trust governance and can be supplemented with specific schedules and appendices to address particular trust arrangements or asset classes.

Suggested Sections

1. Parties: Identifies the key parties including the Trustee, Settlor, and any initial beneficiaries

2. Background: Sets out the context and purpose of establishing the trust

3. Definitions and Interpretation: Comprehensive definitions of terms used throughout the deed and interpretation rules

4. Declaration of Trust: Formal establishment of the trust and initial trust property

5. Trust Powers: Comprehensive list of powers granted to the trustee in managing the trust

6. Trustee Appointment and Removal: Procedures for appointing, removing, and replacing trustees

7. Trustee Duties and Responsibilities: Detailed obligations and responsibilities of the trustee

8. Investment Powers: Specific powers and restrictions regarding investment of trust assets

9. Income and Capital: Rules for handling trust income and capital, including distributions

10. Beneficiary Rights: Rights of beneficiaries including information rights and distribution entitlements

11. Trust Administration: Day-to-day administrative procedures and requirements

12. Accounts and Audit: Requirements for financial record-keeping and audit procedures

13. Trustee Remuneration and Expenses: Provisions for trustee compensation and expense reimbursement

14. Liability and Indemnity: Trustee liability limitations and indemnification provisions

15. Amendment Provisions: Procedures for amending the trust deed

16. Termination: Circumstances and procedures for trust termination

Optional Sections

1. Security Trustee Provisions: Required when the trust involves secured assets or acts as security trustee for bondholders

2. Unit Trust Provisions: Required for unit trusts, including unit issuance, pricing, and redemption procedures

3. Custodian Provisions: Required when a separate custodian holds trust assets

4. Investment Committee: Required when an investment committee will be established to guide investment decisions

5. Multiple Class Provisions: Required for trusts with different classes of beneficial interests

6. Foreign Investment Provisions: Required when the trust may invest in foreign assets

7. Tax Provisions: Specific tax-related provisions based on the trust structure and jurisdiction

8. Environmental, Social and Governance (ESG): Required when the trust has specific ESG investment requirements or restrictions

Suggested Schedules

1. Schedule 1 - Initial Trust Property: Details of property initially settled on the trust

2. Schedule 2 - Trustee Powers: Detailed list of specific powers granted to trustees

3. Schedule 3 - Investment Guidelines: Detailed investment policies and restrictions

4. Schedule 4 - Fees and Expenses: Detailed fee structure and expense policies

5. Schedule 5 - Meeting Procedures: Procedures for trustee and beneficiary meetings

6. Schedule 6 - Form of Transfer Documents: Standard forms for transferring trust property

7. Schedule 7 - Reporting Requirements: Detailed reporting obligations and templates

8. Schedule 8 - Compliance Procedures: Detailed compliance and regulatory requirements

9. Appendix A - Beneficiary Register Form: Template for maintaining beneficiary records

10. Appendix B - Distribution Statement Format: Standard format for recording and communicating 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

Banking

Investment Management

Real Estate

Wealth Management

Fund Management

Corporate Services

Insurance

Pension Funds

Private Equity

Relevant Teams

Legal

Compliance

Trust Administration

Investment Management

Risk Management

Operations

Finance

Corporate Secretariat

Wealth Management

Portfolio Management

Relevant Roles

Trust Officer

Legal Counsel

Compliance Officer

Fund Manager

Investment Manager

Corporate Trustee

Trust Administrator

Risk Manager

Company Secretary

Portfolio Manager

Wealth Manager

Financial Controller

Chief Financial Officer

Chief Legal Officer

Trust Operations Manager

Find the exact document you need

Hard Money Second Trust Deed

A Canadian legal document establishing a second-position security interest in real property for a hard money loan, subordinate to an existing first trust deed.

How a Sales & Marketing Lead uses Genie AI to reduce contract drafting time by 95%

Let's create your Master Trust Deed

Authors

Alex Denne

Find the exact document you need

Hard Money Second Trust Deed

Trust Deed For Charitable Trust

Quit Claim Deed Living Trust

Private Temple Trust Deed

Pension Trust Deed

Deed In Lieu Of Trust

Deed Of Bare Trust

Voluntary Trust Deed

Trust Deed Fund

Registered Trust Deed

Employee Ownership Trust Deed

Deed Of Amendment And Restatement

Deed Amendment

Trust Deed Amendment

Declaration Of Trust For Tenants In Common

House Trust Deed

Promissory Deed

Gift Deed To Charitable Trust

Deed Of Trust Note

Declaration Of Bare Trust

Deed Of Trust Joint Tenants

Reverse Mortgage Deed Of Trust

Grant Deed To A Revocable Trust

Deed Of Reconveyance

Quitclaim Deed Irrevocable Trust

Wraparound Deed Of Trust

Credit Line Deed Of Trust

Deed Of Trust And Security Agreement

Quitclaim Deed To Trust

Pocket Deed Of Trust

Land Trust Deed

Deed Of Beneficial Ownership

Partial Claim Deed Of Trust

Seller Financed Deed Of Trust

Trust Promissory Note

Supplemental Deed

Real Estate Trust Agreement

Business Trust Deed

Revocable Deed

Simple Declaration Of Trust

Supplemental Deed Of Trust

Subordinate Deed Of Trust

Purchase Money Deed Of Trust

Performance Deed Of Trust

Notarial Deed Of Trust

Leasehold Deed Of Trust

Deed Of Gift To Trust

Revocable Gift Deed

Floating Deed Of Trust

Declaration Of Trust Joint Tenancy

Irrevocable Inter Vivos Deed Of Gift

Living Trust Deed

Deed Of Trust Loan Agreement

Construction Deed Of Trust

Testamentary Trust Deed

Note And Deed Of Trust

Inter Vivos Deed

Declaration Of Trust Agreement

Revocable Deed Of Trust

Life Trust Deed

Second Trust Deed

Irrevocable Deed

Master Trust Deed

Promissory Note And Deed Of Trust

Irrevocable Deed Of Gift

Security Trust Deed

Family Trust Deed

Deed Of Debt

Download our whitepaper on the future of AI in Legal

Genie’s Security Promise

Your documents are private:

Your documents are protected:

Organizational security

Innovation in privacy:

Want to know more?