How much of my Trust Agreement do you need?

Opening a Trust account requires the submission of a copy of the Trust Agreement, Trust Authorisation From, and an up-to-date extract from the Trust Deed. The extract of the Trust Deed must verify the following information:
  • Full name of the Trust
  • Nature or purpose of the Trust
  • Country Established
  • Trust Settlor
  • Full name of each trustee
  • Full name of each beneficiary
  • Full name of any individual with control over the Trust
  • Executed signature page
To open an account in the name of a trust, the terms of the trust must not prohibit or conflict with the terms of the Client Agreement or Trustee's resolution.