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Declaration Of Trust For Shares
"I need a Declaration of Trust for Shares for holding 10,000 shares in ABC Technology Limited as nominee shareholder for a BVI company, with dividend distribution rights and full voting powers to be exercised as per the beneficial owner's instructions."
1. Parties: Identifies the Trustee(s) and Beneficiary(ies) with their full legal names and addresses
2. Background: Sets out the context of the trust arrangement, including details of share ownership and the intention to create the trust
3. Definitions: Defines key terms used throughout the document
4. Declaration of Trust: The formal declaration that the shares are held in trust, specifying the trust property
5. Trust Terms: Core terms governing how the trust operates, including voting rights and dividend distributions
6. Trustee Powers and Duties: Specifies the powers granted to trustees and their obligations regarding the trust property
7. Duration of Trust: States the period for which the trust will exist or conditions for termination
8. Governing Law and Jurisdiction: Confirms Hong Kong law as governing law and jurisdiction for disputes
9. Execution: Formal execution block for signing and witnessing
1. Appointment and Removal of Trustees: Include when there may be multiple trustees or need for future trustee changes
2. Protector Provisions: Include when a trust protector is appointed to oversee certain trustee actions
3. Remuneration of Trustees: Include when trustees are to be compensated for their services
4. Investment Powers: Include when trustees need specific investment authority beyond holding shares
5. Anti-Money Laundering Compliance: Include for high-value trusts or when required by regulatory obligations
6. Variation of Trust: Include when flexibility to modify trust terms may be needed
7. Confidentiality: Include when specific confidentiality obligations are required
8. Tax Provisions: Include when specific tax treatment or obligations need to be addressed
1. Schedule 1 - Details of Trust Shares: Lists the specific shares held in trust, including company details, share certificate numbers, and number of shares
2. Schedule 2 - Beneficiary Interests: Details the beneficial interests of each beneficiary, including any specific terms or proportions
3. Schedule 3 - Initial Trust Assets: Complete inventory of all assets initially settled into the trust
4. Schedule 4 - Trustee Powers: Detailed list of specific powers granted to trustees beyond standard statutory powers
5. Appendix A - Relevant Company Information: Copy of company registration documents and shareholding structure
6. Appendix B - Required Notices and Forms: Templates for notices and forms required for trust administration
Authors
Trust Shares
Company
Share Certificate
Trustee
Beneficiary
Trust Period
Trust Protector
Governing Law
Hong Kong
Business Day
Dividends
Distribution Date
Effective Date
Encumbrance
Trust Deed
Trust Powers
Trust Terms
Beneficial Interest
Legal Interest
Articles of Association
Board Resolution
Companies Registry
Companies Ordinance
Trustee Ordinance
Securities
Voting Rights
Corporate Action
Register of Members
Stamp Duty
Transfer Instrument
Working Day
Authorized Representative
Relevant Authority
Applicable Laws
Appointment of Trustee
Trust Property
Duration and Termination
Powers of Trustee
Duties of Trustee
Beneficiary Rights
Voting Rights
Dividend Distribution
Transfer Restrictions
Variation of Trust
Protector Provisions
Confidentiality
Notices
Governing Law
Jurisdiction
Compliance
Anti-Money Laundering
Indemnification
Trustee Remuneration
Record Keeping
Reporting Requirements
Execution
Severability
Assignment
Amendment
Entire Agreement
Further Assurance
Financial Services
Private Wealth Management
Corporate Services
Legal Services
Investment Management
Family Office
Professional Services
Banking
Trust and Fiduciary Services
Legal
Corporate Secretarial
Compliance
Wealth Management
Trust Administration
Private Banking
Corporate Services
Risk Management
Investment Operations
Trust Manager
Corporate Lawyer
Wealth Manager
Company Secretary
Compliance Officer
Legal Counsel
Private Client Advisor
Trust Administrator
Corporate Services Manager
Family Office Manager
Investment Manager
Director of Legal Affairs
Chief Legal Officer
Private Banking Relationship Manager
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