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Registered Trust Deed Template for Switzerland

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Key Requirements PROMPT example:

Registered Trust Deed

"I need a Registered Trust Deed under Swiss law to establish a family trust for managing our real estate portfolio, with three adult children as beneficiaries and provisions for future grandchildren, to be effective from March 1, 2025."

Document background
The Registered Trust Deed is a crucial legal instrument in Swiss trust arrangements, particularly following Switzerland's ratification of the Hague Trust Convention and its integration into Swiss private international law. This document type is essential when establishing a formal trust structure that requires registration with Swiss authorities, typically involving high-value assets or complex family arrangements. The Registered Trust Deed must be prepared with careful attention to Swiss legal requirements, including notarization and registration procedures. It's commonly used for wealth preservation, succession planning, asset protection, and charitable purposes, providing a robust framework for trust administration while ensuring compliance with Swiss regulatory requirements and international standards. The document includes comprehensive details about trust property, beneficiary rights, trustee powers, and governance structures, making it particularly relevant for international families and organizations seeking to establish trust arrangements with Swiss connection.
Suggested Sections

1. Parties: Identifies and provides details of the Settlor(s), Trustee(s), and Protector(s) if any

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

3. Definitions: Defines key terms used throughout the deed

4. Declaration of Trust: Formal declaration establishing the trust and transferring assets to trustees

5. Trust Property: Detailed description of initial trust assets and property

6. Beneficiaries: Identifies and defines classes of beneficiaries and their respective interests

7. Powers of Trustees: Comprehensive list of trustees' powers in managing and administering the trust

8. Duties of Trustees: Detailed obligations and responsibilities of trustees

9. Trust Administration: Rules and procedures for day-to-day management of the trust

10. Distribution Provisions: Rules governing distribution of income and capital to beneficiaries

11. Duration and Termination: Terms regarding trust duration and circumstances for termination

12. Governing Law and Jurisdiction: Specifies Swiss law as governing law and relevant jurisdiction

13. Execution: Formal execution clauses and signature blocks

Optional Sections

1. Protector Provisions: Required when a protector is appointed, detailing their powers and duties

2. Investment Provisions: Detailed investment guidelines and restrictions, necessary for trusts with significant investment activities

3. Letter of Wishes: Non-binding guidance from settlor to trustees, recommended for discretionary trusts

4. Charitable Purposes: Required for charitable trusts or trusts with charitable elements

5. Perpetuity Period: Needed for trusts that may operate in jurisdictions with perpetuity rules

6. Foreign Element Provisions: Required when trust has significant international aspects or assets

7. Tax Provisions: Specific provisions dealing with tax compliance across relevant jurisdictions

8. Variation Powers: Powers to modify trust terms, recommended for long-term trusts

Suggested Schedules

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

2. Schedule 2 - Trustee Remuneration: Details of trustee fees and compensation structure

3. Schedule 3 - Administrative Provisions: Detailed procedures for trust administration and management

4. Schedule 4 - Investment Guidelines: Specific investment policies and restrictions

5. Appendix A - Beneficiary Details: Full details of named beneficiaries and their contact information

6. Appendix B - Deed of Retirement and Appointment: Template for future trustee changes

7. Appendix C - Minutes of First Trustees' Meeting: Record of initial trustees' meeting and decisions

8. Appendix D - Due Diligence Documents: Copies of KYC and AML compliance documentation

Authors

Alex Denne

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

Relevant legal definitions




















































Clauses




































Relevant Industries

Private Banking

Wealth Management

Real Estate

Family Office Services

Financial Services

Legal Services

Trust Services

Estate Planning

Philanthropy

Asset Management

Private Client Services

Relevant Teams

Legal

Compliance

Wealth Management

Private Banking

Trust Administration

Risk Management

Client Relations

Tax Advisory

Estate Planning

Fiduciary Services

Relevant Roles

Trust Officer

Private Client Lawyer

Wealth Manager

Tax Advisor

Compliance Officer

Legal Counsel

Estate Planning Specialist

Trust Administrator

Private Banker

Risk Manager

Family Office Manager

Fiduciary Services Director

Asset Protection Specialist

Trust Operations Manager

Client Relationship 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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