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Trust Fund Agreement

Trust Fund Agreement Template for United Arab Emirates

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Key Requirements PROMPT example:

Trust Fund Agreement

"I need a Trust Fund Agreement for managing family wealth in the UAE, with specific provisions for three adult beneficiaries and investment restrictions in accordance with Sharia principles, to be established by March 2025."

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Document background
The Trust Fund Agreement is a critical legal document used in the UAE for establishing and managing trust arrangements, particularly within the DIFC and ADGM free zones where specific trust laws exist. This agreement becomes necessary when individuals or entities wish to create a formal structure for asset management, succession planning, or institutional fund management. The document incorporates essential elements required by UAE law, including detailed provisions for trust administration, regulatory compliance, and Sharia considerations where applicable. The agreement must navigate both civil law and common law principles, as the UAE's legal system combines elements of both, particularly in its financial free zones. Trust Fund Agreements in the UAE context often require additional regulatory oversight and compliance measures compared to other jurisdictions, making them more complex but also more robust in terms of regulatory protection.
Suggested Sections

1. Parties: Identifies and defines the Settlor, Trustee, and any initial Beneficiaries

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

3. Definitions and Interpretation: Defines key terms used throughout the agreement and interpretation rules

4. Declaration of Trust: Formal declaration establishing the trust and transfer of initial trust property

5. Trust Purpose and Duration: Specifies the purpose of the trust and its intended duration or termination conditions

6. Powers and Duties of Trustee: Detailed outline of trustee's authority, responsibilities, and limitations

7. Trust Property Administration: Rules for managing, investing, and distributing trust property

8. Beneficiary Rights and Interests: Defines beneficiaries' entitlements and conditions for benefit distribution

9. Accounting and Reporting: Requirements for financial records, reports, and auditing

10. Trustee Compensation: Terms of trustee remuneration and expense reimbursement

11. Liability and Indemnification: Scope of trustee liability and indemnification provisions

12. Amendment and Termination: Procedures for modifying trust terms or terminating the trust

13. Governing Law and Jurisdiction: Specifies UAE law application and jurisdiction for disputes

14. Miscellaneous Provisions: Standard boilerplate clauses including notices, severability, and entire agreement

Optional Sections

1. Protector Provisions: Include when a trust protector is appointed to oversee certain trustee actions

2. Investment Committee: Include when establishing a committee to guide investment decisions

3. Sharia Compliance: Include for trusts requiring adherence to Islamic finance principles

4. Foreign Asset Provisions: Include when trust holds assets in multiple jurisdictions

5. Successor Trustee Provisions: Include detailed provisions for trustee replacement or succession

6. Anti-Money Laundering Compliance: Include specific AML provisions for high-value or complex trusts

7. Charitable Purposes: Include when trust has charitable beneficiaries or purposes

8. Force Majeure: Include specific provisions for handling unforeseen circumstances

Suggested Schedules

1. Schedule 1 - Initial Trust Property: Detailed inventory of assets initially settled into the trust

2. Schedule 2 - Beneficiary Schedule: List of beneficiaries and their respective interests or entitlements

3. Schedule 3 - Investment Guidelines: Specific investment parameters and restrictions

4. Schedule 4 - Trustee Compensation Schedule: Detailed fee structure and payment terms

5. Schedule 5 - Administrative Procedures: Operational procedures for trust administration

6. Appendix A - Required Documentation: List of documents required for trust administration

7. Appendix B - Reporting Templates: Standard formats for required financial and administrative reports

8. Appendix C - Compliance Checklist: Regulatory compliance requirements and procedures

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions





































Clauses



























Relevant Industries

Financial Services

Banking

Wealth Management

Asset Management

Family Office Services

Corporate Services

Legal Services

Islamic Finance

Real Estate

Investment Management

Private Equity

Professional Services

Relevant Teams

Legal

Compliance

Wealth Management

Trust Administration

Risk Management

Investment Management

Client Relations

Operations

Finance

Regulatory Affairs

Corporate Services

Asset Management

Private Banking

Relevant Roles

Trust Officer

Compliance Manager

Legal Counsel

Wealth Manager

Financial Advisor

Investment Manager

Fund Administrator

Risk Manager

Relationship Manager

Trust Administrator

Corporate Secretary

Chief Financial Officer

Asset Manager

Private Client Advisor

Regulatory Compliance Officer

Operations Manager

Portfolio Manager

Industries







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

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