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.