Document background
The Investment Trust Contract serves as the foundational document for establishing and operating an investment trust under Danish law. This document is essential when creating a collective investment vehicle that pools capital from multiple investors for professional management. It defines the trust's structure, governance framework, and operational parameters while ensuring compliance with Danish financial regulations, including the Financial Business Act and relevant EU directives. The contract addresses crucial aspects such as trustee responsibilities, investment policies, unit holder rights, valuation methodologies, and risk management procedures. Typically used by financial institutions, asset managers, and investment firms, the Investment Trust Contract provides the legal framework for managing invested capital while protecting investor interests through robust governance mechanisms and regulatory compliance measures. The document's structure accommodates various investment strategies while maintaining alignment with Danish financial services regulations and market practices.
