All Countries
Investment
Share Trust Agreement

Share Trust Agreement Template for India

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

4.6 / 5
4.8 / 5

Let's create your Share Trust Agreement

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

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:

Share Trust Agreement

"I need a Share Trust Agreement for our company's employee share ownership scheme effective from March 2025, which will hold and manage shares for 500+ employees across multiple office locations in India, with quarterly distribution provisions."

Celebrated by
Collaborations with
Investors
Document background
A Share Trust Agreement is essential when establishing a trust structure for holding and managing shares in India. This document is commonly used in various scenarios including employee stock ownership plans (ESOPs), family wealth management, corporate restructuring, and succession planning. The agreement must comply with Indian legal requirements, particularly the Indian Trusts Act, 1882, SEBI regulations, and the Companies Act, 2013. It details the trust's governance structure, including appointment and removal of trustees, investment powers, distribution rules, and beneficiary rights. The document is crucial for ensuring proper management of share assets while protecting the interests of all parties involved and maintaining compliance with Indian regulatory requirements.
Suggested Sections

1. Parties: Identifies the settlor(s), trustee(s), and initial beneficiaries

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

3. Definitions and Interpretation: Defines key terms and establishes interpretation rules

4. Declaration of Trust: Formal creation of the trust and transfer of initial shares

5. Trust Powers and Obligations: Details the powers and duties of trustees in managing trust assets

6. Beneficiary Rights and Interests: Specifies beneficiaries' entitlements and rights under the trust

7. Administration of Trust: Procedures for trust management, meetings, and decision-making

8. Investment Powers: Specifies permitted investment activities and limitations

9. Distribution Rules: Rules governing distribution of trust income and capital

10. Appointment and Removal of Trustees: Processes for changing trustees

11. Amendment and Termination: Provisions for modifying trust terms and eventual termination

12. Governing Law and Jurisdiction: Specifies applicable law and dispute resolution forum

Optional Sections

1. Multiple Trustees Provisions: Additional provisions when more than one trustee is appointed

2. Voting Rights: Special provisions regarding exercise of voting rights attached to trust shares

3. Successor Trustee Provisions: Detailed procedure for succession planning of trustees

4. Trust Committee: Establishment and powers of a trust committee if required

5. Corporate Trustee Provisions: Specific provisions when trustee is a corporate entity

6. Remuneration of Trustees: Details of trustee compensation if applicable

7. Protector Provisions: Appointment and powers of trust protector if required

8. Conflict Resolution: Detailed dispute resolution mechanisms beyond standard jurisdiction clause

Suggested Schedules

1. Schedule 1 - Initial Trust Property: Details of shares initially settled in trust

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

3. Schedule 3 - Beneficiary Details: Complete information about initial beneficiaries and their interests

4. Schedule 4 - Investment Guidelines: Detailed investment policies and restrictions

5. Schedule 5 - Distribution Rules: Specific rules and formulas for calculating distributions

6. Appendix A - KYC Requirements: Documentation requirements for trustees and beneficiaries

7. Appendix B - Trust Administration Procedures: Detailed operational procedures for trust administration

8. Appendix C - Forms: Standard forms for various trust-related actions and notifications

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

Linkedin in social icon imageX social icon image
alex.den.21@genieai.co
Relevant legal definitions
Agreement
Applicable Law
Beneficiaries
Board of Directors
Business Day
Companies Act
Company
Confidential Information
Corporate Action
Distribution Date
Effective Date
Encumbrance
Financial Year
Governing Law
Indian Trusts Act
Initial Trust Property
Investment Powers
KYC Requirements
Notice
Parties
Protector
Registered Office
SEBI
SEBI Regulations
Settlor
Share Certificate
Shares
Subsidiary
Successor Trustee
Trust
Trust Committee
Trust Deed
Trust Fund
Trust Period
Trust Property
Trust Purposes
Trustee
Trustee Powers
Vesting Date
Voting Rights
Clauses
Trust Declaration
Appointment of Trustees
Trust Property
Powers of Trustees
Duties of Trustees
Beneficiary Rights
Investment Provisions
Distribution Rules
Administrative Provisions
Confidentiality
Voting Rights
Share Transfer Restrictions
Amendment
Termination
Successor Trustees
Indemnification
Liability
Remuneration
Record Keeping
Reporting Requirements
Dispute Resolution
Governing Law
Severability
Force Majeure
Notices
Execution
Regulatory Compliance
Anti-Money Laundering
Trust Expenses
Trust Committee
Protector Provisions
Power of Attorney
Meetings and Procedures
Relevant Industries

Financial Services

Banking

Corporate Services

Legal Services

Investment Management

Family Office Services

Employee Benefits

Wealth Management

Corporate Governance

Trust Services

Relevant Teams

Legal

Corporate Secretariat

Compliance

Finance

Human Resources

Investment

Wealth Management

Corporate Governance

Tax

Trust Administration

Relevant Roles

Legal Counsel

Corporate Secretary

Trust Administrator

Compliance Officer

Financial Director

Investment Manager

Wealth Manager

Corporate Governance Officer

HR Director

Company Secretary

Trust Officer

Chief Legal Officer

Chief Financial Officer

Estate Planning Attorney

Tax Consultant

Industries
Indian Trusts Act, 1882: Primary legislation governing the formation, management, and dissolution of trusts in India, defining rights and obligations of trustees and beneficiaries
Securities and Exchange Board of India Act, 1992: Regulates securities market, share transfers, and protects investor interests, including regulations for share trusts and related market intermediaries
Income Tax Act, 1961: Governs taxation aspects of trust income, share transfers, and capital gains related to trust activities
Registration Act, 1908: Mandates registration requirements for trust deeds and related documents when value exceeds specified amount
Companies Act, 2013: Regulates corporate matters including share transfers, shareholding patterns, and corporate governance aspects relevant to share trusts
Prevention of Money Laundering Act, 2002: Ensures compliance with KYC norms and prevents illegal transactions in share transfers and trust operations
SEBI (Substantial Acquisition of Shares and Takeovers) Regulations, 2011: Governs substantial acquisition of shares and change in shareholding patterns through trust structures
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Investment Profit Sharing Agreement

An Indian law-governed agreement establishing terms for investment and profit sharing between investors and businesses, including distribution mechanisms and party obligations.

find out more

Share Holding Agreement

An Indian law-governed agreement that defines and regulates the relationships, rights, and obligations between company shareholders.

find out more

Property Investment Agreement

An Indian law-governed agreement establishing terms and conditions for property investment, including investment structure, rights, obligations, and regulatory compliance requirements.

find out more

Managed Account Agreement

An Indian law-governed agreement between a portfolio manager and client establishing terms for professional investment management services under SEBI regulations.

find out more

Share Partner Agreement

An Indian law-governed agreement establishing terms and conditions between share partners, including ownership rights, management, and exit provisions.

find out more

Capital Raising Agreement

An Indian law-governed agreement establishing terms and conditions for company capital raising, including investment structure, rights, and regulatory compliance.

find out more

Investment Contract For Small Business

An Indian law-governed agreement establishing terms for investment in a small business, including share allocation, investor rights, and protection mechanisms.

find out more

Short Term Investment Contract

An Indian law-governed agreement establishing terms for temporary capital investment, typically for 3-24 months, with defined returns and regulatory compliance.

find out more

Share Trust Agreement

An Indian law-governed agreement establishing a trust structure for holding and managing shares, defining trustee powers and beneficiary rights under Indian trust and securities regulations.

find out more

Mou Agreement For Investment In Business

A preliminary agreement outlining proposed investment terms and conditions under Indian law, serving as a framework for future definitive investment agreements.

find out more

Shareholders Agreement And Share Subscription Agreement

An Indian law-governed agreement combining share subscription terms and ongoing shareholder relationships, essential for corporate investment and governance structuring.

find out more

Purchase Term Sheet

An Indian law-governed preliminary document outlining key terms and conditions for a proposed purchase transaction, serving as a framework for detailed purchase agreements.

find out more

Memorandum Of Agreement For Investment

An Indian law-governed agreement that establishes terms and conditions for investment in a company, including share allocation, rights, and protective provisions.

find out more

Venture Capital Agreement

An Indian law-governed agreement establishing terms and conditions for venture capital investment, including investment structure, shareholding rights, and governance mechanisms.

find out more

Startup Investment Term Sheet

An Indian law-governed document outlining key terms and conditions for startup investment, serving as a basis for final investment agreements.

find out more

Non Discretionary Investment Advisory Agreement

An Indian law-governed agreement establishing a non-discretionary investment advisory relationship, compliant with SEBI regulations, where the advisor provides investment recommendations while the client retains decision-making authority.

find out more

Loss Share Agreement

An Indian law-governed agreement that establishes terms for sharing potential losses between multiple parties in financial and business transactions.

find out more

Investment Owners Contract

An Indian law-governed agreement establishing investment ownership terms, rights, and obligations between investors and a company, incorporating key regulatory requirements.

find out more

Discretionary Investment Advisory Agreement

An India-compliant agreement between a SEBI-registered investment adviser and client, establishing discretionary authority for portfolio management and investment advisory services.

find out more

Assignment Of Investment Advisory Contract

An Indian law-governed agreement transferring investment advisory services from one registered advisor to another, ensuring SEBI compliance and client protection.

find out more

Agreement For Transfer Of Shares

An Indian law-governed agreement documenting the legal transfer of shares between parties, including terms, conditions, and consideration.

find out more

Real Estate Private Equity Term Sheet

An Indian law-governed preliminary agreement outlining key terms for private equity investment in real estate, serving as a basis for detailed transaction documents.

find out more

Stock Contribution Agreement

An Indian law-governed agreement documenting the contribution of shares from one party to another as a capital contribution, complying with Indian corporate and securities regulations.

find out more

Designated Investment Agreement

An Indian law-governed agreement establishing terms and conditions for designated investments, including regulatory compliance and investor rights.

find out more

Limited Partnership Agreement Venture Capital

An Indian law-governed agreement establishing a limited partnership structure for venture capital investments, compliant with SEBI regulations and the Indian Partnership Act.

find out more

Revenue Sharing Investment Agreement

An Indian law-governed agreement establishing terms for revenue-based investment, including investment amount, revenue sharing mechanics, and mutual obligations.

find out more

Mezzanine Loan Term Sheet

An Indian law-governed term sheet outlining key terms for a mezzanine financing arrangement, serving as the basis for detailed facility documentation.

find out more

Short Form Stock Purchase Agreement

An Indian law-governed agreement for the straightforward purchase and sale of company shares, containing essential terms and basic warranties.

find out more

Limited Partnership Term Sheet

A preliminary document outlining key terms for forming a limited partnership under Indian law, serving as the basis for a detailed partnership agreement.

find out more

Equity Share Agreement Startup

An Indian law-governed agreement detailing terms for equity share issuance in startups, including investment terms, shareholder rights, and governance provisions.

find out more

Stock Distribution Agreement

An Indian law-governed agreement outlining terms and procedures for company stock distribution, ensuring compliance with Indian corporate and securities regulations.

find out more

Joint Venture Agreement For Real Estate Investing

An Indian law-governed agreement establishing a joint venture between parties for real estate investment and development, compliant with RERA and related regulations.

find out more

Debt Investment Agreement

An Indian law-governed agreement establishing terms and conditions for debt investment, including loan terms, security arrangements, and compliance with Indian financial regulations.

find out more

Property Investment Contract

An Indian law-governed agreement establishing terms and conditions for property investment, including investment structure, rights, obligations, and regulatory compliance requirements.

find out more

Stock Agreement

An Indian law-governed agreement establishing terms for share transfers, ownership rights, and shareholder obligations in compliance with Companies Act 2013 and SEBI regulations.

find out more

Mutual Fund Agreement

An Indian law-governed agreement establishing terms and conditions for mutual fund investments, compliant with SEBI regulations.

find out more

Investment Agency Agreement

An Indian law-governed agreement establishing the terms for investment management services between an investment agent and their client, compliant with SEBI regulations.

find out more

Friends And Family Investment Agreement

An Indian law-governed agreement that formalizes investment arrangements between family members and/or friends, providing legal structure while preserving personal relationships.

find out more

Investment Commitment Agreement

An Indian law-governed agreement documenting an investor's commitment to provide funding under specified terms and conditions.

find out more

Subscription Agreement Private Placement

An Indian law-governed agreement for private placement of securities between a company and specific investors, documenting subscription terms and regulatory compliance requirements.

find out more

Startup Investment Agreement

A legal agreement governing startup investments in India, outlining investment terms, shareholder rights, and regulatory compliance under Indian law.

find out more

Letter Of Intent For Purchase Of Commercial Property

A preliminary document outlining terms for commercial property purchase in India, serving as a framework for future definitive agreements.

find out more

Equity Commitment Letter

An Indian law-governed document providing formal commitment for equity funding, outlining investment terms and conditions while ensuring regulatory compliance.

find out more

Co Investment Agreement

An Indian law-governed agreement establishing terms for multiple investors to jointly invest in a company, including investment structure, rights, and obligations.

find out more

Financial Advisor Contract

An India-compliant agreement governing the relationship between a financial advisor and client, subject to SEBI regulations and Indian law.

find out more

Joint Venture Investment Agreement

An Indian law-governed agreement establishing a joint venture relationship, defining investment terms, ownership structure, and operational framework.

find out more

Repurchase Agreement

An Indian law-governed agreement establishing terms for repurchase transactions between financial counterparties, compliant with RBI regulations.

find out more

Stock Swap Agreement

An Indian law-governed agreement facilitating the exchange of shares between companies or shareholders, outlining swap terms and regulatory compliance requirements.

find out more

Term Sheet For Acquisition Of Shares

A preliminary document under Indian law outlining key terms and conditions for share acquisition, serving as a framework for detailed transaction documentation.

find out more

Deed Of Assignment Of Shares Of Stock

An Indian law-governed deed that legally transfers share ownership from one party to another, complying with Companies Act 2013 and related regulations.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: https://www.genieai.co/our-research
Oops! Something went wrong while submitting the form.

Genie’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; Genie’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our Trust Centre for more details and real-time security updates.

Read our Privacy Policy.