Create a bespoke document in minutes, 聽or upload and review your own.
Get your first 2 documents free
Your data doesn't train Genie's AI
You keep IP ownership聽of your information
Trust Fund Agreement
I need a Trust Fund Agreement under Dutch law to establish an educational trust fund by March 2025, with three universities as beneficiaries and specific investment restrictions limiting investments to sustainable and ESG-compliant assets only.
1. Parties: Identification of all parties including the settlor(s), trustee(s), and any protector or enforcer
2. Background: Context of the trust fund establishment and its primary objectives
3. Definitions: Detailed definitions of terms used throughout the agreement
4. Establishment of Trust: Legal establishment of the trust fund, including initial contribution and purpose
5. Appointment and Powers of Trustee: Detailed powers and responsibilities of the trustee(s)
6. Trust Fund Administration: Rules for managing and administering the trust fund
7. Investment Powers and Restrictions: Parameters for investment decisions and any restrictions
8. Distribution Rules: Rules governing distributions to beneficiaries
9. Beneficiary Rights and Interests: Definition of beneficiary rights and entitlements
10. Accounting and Reporting: Requirements for financial reporting and account maintenance
11. Fees and Expenses: Structure of fees and allocation of expenses
12. Term and Termination: Duration of the trust and conditions for termination
13. Governing Law and Jurisdiction: Specification of Dutch law application and jurisdiction
14. Amendments: Procedures for amending the trust agreement
15. Miscellaneous Provisions: Standard legal provisions including notices, severability, and entire agreement
1. Protector Provisions: Include when a trust protector is appointed to provide additional oversight
2. Multiple Settlor Provisions: Required when there are multiple settlors contributing to the trust
3. Investment Committee: Include when an investment committee is established to guide investment decisions
4. Tax Provisions: Specific tax-related provisions when complex tax structures are involved
5. Successor Trustee Provisions: Detailed provisions for trustee succession when specifically required
6. Force Majeure: Include when specific circumstances might affect trust operations
7. Anti-Money Laundering Compliance: Detailed AML provisions when dealing with high-risk jurisdictions or complex structures
8. Privacy and Data Protection: Additional privacy provisions when handling sensitive personal data
1. Schedule 1 - Initial Trust Fund: Details of initial assets or funds contributed to the trust
2. Schedule 2 - Investment Policy Statement: Detailed investment guidelines and restrictions
3. Schedule 3 - Fee Schedule: Comprehensive breakdown of all fees and charges
4. Schedule 4 - Beneficiary Details: List of beneficiaries and their respective interests
5. Schedule 5 - Reporting Requirements: Specific formats and timeframes for various reports
6. Schedule 6 - KYC Requirements: Required documentation for Know Your Customer compliance
7. Appendix A - Contact Details: Contact information for all relevant parties
8. Appendix B - Operating Procedures: Detailed procedures for day-to-day trust administration
Authors
Financial Services
Asset Management
Banking
Philanthropy
Wealth Management
Family Office Services
Corporate Services
Investment Management
Non-Profit
Private Equity
Legal
Compliance
Finance
Risk Management
Investment
Wealth Management
Corporate Services
Tax Advisory
Client Relations
Trust Administration
Legal Counsel
Trust Manager
Fund Administrator
Compliance Officer
Investment Manager
Wealth Manager
Financial Advisor
Risk Manager
Corporate Trustee
Tax Advisor
Private Client Manager
Portfolio Manager
Trust Officer
Managing Director
Relationship Manager
Find the exact document you need
Legal Trust Agreement
A Dutch law-governed agreement establishing a trust arrangement for asset management and distribution, structured within the framework of the Dutch Civil Code and Hague Trust Convention.
Anti Trust Agreement
Dutch law Anti-Trust Agreement establishing competition law compliance commitments and enforcement mechanisms under Dutch and EU regulations.
Co Trustee Agreement
A Dutch law agreement establishing the relationship and responsibilities between multiple trustees managing trust assets jointly, operating under the Netherlands' legal framework and the Hague Trust Convention.
Trust Management Agreement
A Dutch law-governed agreement establishing the terms and conditions under which a licensed trust office manages assets and provides administrative services to its client.
Nominee Trust Agreement
A Dutch law-governed agreement establishing a nominee trust arrangement for asset holding and management, defining trustee and beneficiary rights and obligations.
Formal Trust Agreement
A legally binding trust agreement that establishes and governs a trust arrangement under Dutch law, compliant with the Hague Trust Convention.
Trust Operating Agreement
A Dutch law-governed agreement establishing the operational framework for managing and administering a trust structure, aligned with the Hague Trust Convention and Dutch regulatory requirements.
Contractual Trust Agreement
A Dutch law-governed trust agreement establishing asset management and protection structure, recognized under the Hague Trust Convention and Dutch civil law.
Blind Trust Agreement
A Dutch law-governed agreement establishing a blind trust arrangement where assets are independently managed without the settlor's knowledge or involvement.
Revocable Trust Agreement
A Dutch law-governed agreement establishing a revocable trust structure for asset management and distribution, with provisions for control and modification by the settlor.
Irrevocable Agreement
A Dutch law-governed agreement establishing permanent, non-retractable commitments between parties, subject to the Dutch Civil Code.
Family Trust Agreement
A legal document establishing a family trust arrangement under Dutch law, governed by the Hague Trust Convention, for managing and protecting family assets across generations.
Trust Fund Agreement
A Dutch law-governed agreement establishing a trust fund structure, detailing asset management and beneficiary arrangements in compliance with Dutch financial regulations.
Download our whitepaper on the future of AI in Legal
骋别苍颈别鈥檚 Security Promise
Genie is the safest place to draft. Here鈥檚 how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; 骋别苍颈别鈥檚 AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
Our bank-grade security infrastructure undergoes regular external audits
We are ISO27001 certified, so your data is secure
Organizational security
You retain IP ownership of your documents
You have full control over your data and who gets to see it
Innovation in privacy:
Genie partnered with the Computational Privacy Department at Imperial College London
Together, we ran a 拢1 million research project on privacy and anonymity in legal contracts
Want to know more?
Visit our for more details and real-time security updates.
Read our Privacy Policy.