������Ƶ

The Investment Trust Contract serves as the foundational document for establishing and operating investment trusts in Indonesia. This document is essential when setting up structured investment vehicles that require professional management of assets on behalf of investors. The contract must comply with Indonesian financial regulations, particularly those set by the Financial Services Authority (OJK), and encompasses crucial elements such as investment parameters, risk management protocols, and reporting requirements. The Investment Trust Contract is typically used when establishing collective investment schemes, private investment structures, or managed asset arrangements where a trustee holds and manages assets for the benefit of investors. It includes comprehensive provisions for governance, investment policies, fee structures, and investor protection mechanisms, all tailored to meet Indonesian regulatory requirements and market practices.

1. Parties: Identification of the trustee, settlor/investor, and any other relevant parties including their full legal names, addresses, and registration details

2. Background: Context of the trust arrangement, purpose of the investment trust, and general objectives

3. Definitions and Interpretation: Detailed definitions of terms used throughout the agreement and rules of interpretation

4. Appointment of Trustee: Formal appointment of the trustee and acceptance of the appointment

5. Trust Property: Description and details of the initial trust property and provisions for additional contributions

6. Investment Powers and Restrictions: Scope of investment powers, permitted investments, and investment restrictions in accordance with Indonesian regulations

7. Duties and Powers of Trustee: Comprehensive list of trustee's duties, powers, and responsibilities

8. Rights and Obligations of Settlor/Investor: Details of the settlor's rights, including information rights and any reserved powers

9. Fees and Expenses: Structure of trustee fees, management fees, and provisions for expense reimbursement

10. Risk Disclosure: Mandatory risk warnings and acknowledgments as required by Indonesian regulations

11. Reporting and Valuations: Requirements for periodic reporting, valuation methodology, and communication obligations

12. Duration and Termination: Term of the trust, circumstances for termination, and process for trust dissolution

13. Governing Law and Dispute Resolution: Confirmation of Indonesian law as governing law and dispute resolution mechanisms

14. Compliance with Regulations: Specific provisions ensuring compliance with Indonesian investment and trust regulations