Contractual Trust Agreement Template for Switzerland

1. Protector Provisions: Required when a trust protector is appointed, defining their role, powers, and duties

2. Successor Trustee Provisions: Detailed procedures for trustee succession when specific succession arrangements are needed

3. Anti-Duress Provisions: Protective clauses for beneficiaries in cases where asset protection is a key concern

4. Conflict Resolution: Specific dispute resolution procedures beyond standard court jurisdiction

5. Foreign Law Compliance: Required when trust has international elements requiring compliance with foreign regulations

6. Investment Committee: Provisions for establishing and operating an investment committee if complex asset management is needed

7. Charitable Purposes: Required when the trust includes charitable elements or beneficiaries

8. Letter of Wishes: Reference to and handling of any letter of wishes from the settlor

1. Schedule A - Trust Assets: Detailed inventory and description of initial trust assets

2. Schedule B - Beneficiary Details: Complete information about beneficiaries and their respective interests

3. Schedule C - Distribution Rules: Specific rules and formulas for trust distributions

4. Schedule D - Trustee Compensation Structure: Detailed breakdown of trustee fees and payment terms

5. Schedule E - Investment Guidelines: Specific investment parameters and restrictions

6. Schedule F - Administrative Procedures: Detailed operational procedures for trust administration

7. Appendix 1 - KYC Documentation: Required documentation for compliance with Swiss anti-money laundering regulations

8. Appendix 2 - Tax Declarations: Required tax-related representations and declarations

9. Appendix 3 - Reporting Templates: Standard formats for required financial and administrative reporting