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- Corporate Trustees

These documents are used to appoint a company (including a Sole Director company) as trustee of a trust. The company is referred to as a corporate trustee and can then control the allocation of income and capital in the trust to beneficiaries. After appointment as a corporate trustee, there are also documents relating to the allotment of units in a trust and the transfer of units. Corresponding checklists are provided.

Notice of Directors Meeting For Corporate Trustee

Directors Board Meeting For Corporate Trustee

Minute of Directors Resolution to Enter Into Unit Trust

Notice of Directors Meeting to Appoint Company As Trustee

Directors Board Meeting to Appoint Company As Trustee

Minute of Directors Resolution to Appoint Company As Trustee

Notice of Directors Meeting when Acting As Trustee

Directors Board Meeting when Acting As Trustee

Minute of Directors Resolution in Capacity As Trustee

Notice of Directors Meeting to Appoint As Trustee of a Unit Trust

Board Meeting to Appoint As Trustee of a Unit Trust

Minute of Directors Resolution to Appoint As Trustee of a Unit Trust

Application By Company For Allotment of Units

Application By Individual For Allotment of Units

Unit Certificate: Company Unit Holder

Unit Certificate: Individual Unit Holder

Transfer of Units: Company to Company

Transfer of Units: Individual to Company

Transfer of Units: Company to Individual

Transfer of Units: Individual to Individual

Checklist: Corporate Trustee of Discretionary Trust

Checklist: Appointed Trustee of Discretionary Trust

Checklist: Acting As Trustee of Discretionary Trust

Checklist: Allotment of Units In Unit Trust

Checklist: Being Appointed Trustee of a Unit Trust