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Do you need the entire copy of my Trust Agreement?

Opening a Trust account requires the submission of a copy of the Trust Agreement, Trust Authorization 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. In addition, the terms of the trust must not prohibit or conflict with the terms of the Client Agreement or Trustee's resolution.

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