Investment Trust Agreement Template for Malaysia

1. Shariah Compliance: Required for Islamic investment trusts, specifying Shariah supervisory arrangements and compliance requirements

2. Multiple Trustees Provisions: Required when more than one trustee is appointed, detailing coordination and decision-making processes

3. Investment Committee: Optional section establishing an investment committee, its composition and role

4. Unit Trust Provisions: Required for unit trust structures, detailing unit issuance, pricing, and unitholder rights

5. Foreign Investment Provisions: Required when foreign investments are contemplated, addressing currency and regulatory considerations

6. Protector Provisions: Optional section appointing a protector and defining their powers and duties

7. ESG Investment Criteria: Optional section specifying environmental, social, and governance investment criteria

1. Schedule 1: Initial Trust Assets: Details of assets initially settled into the trust

2. Schedule 2: Investment Guidelines: Detailed investment parameters, restrictions, and asset allocation guidelines

3. Schedule 3: Fee Schedule: Comprehensive breakdown of all fees, charges, and compensation

4. Schedule 4: Valuation Methods: Detailed procedures for valuing different types of trust assets

5. Schedule 5: Distribution Rules: Detailed rules and procedures for calculating and making distributions

6. Schedule 6: Reporting Requirements: Templates and requirements for periodic reports to beneficiaries

7. Appendix A: KYC Requirements: Know Your Customer and due diligence requirements for beneficiaries

8. Appendix B: Risk Disclosure: Detailed disclosure of investment risks and risk management procedures