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How much of my Trust Agreement do you need?

Opening a Trust account requires the submission of a copy of the Trust Agreement, Trust Authorisation 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

To open an account in the name of a trust, the terms of the trust must not prohibit or conflict with the terms of the Client Agreement or Trustee's resolution.

Risk Warning: Our service includes products that are traded on margin and carry a risk of losses in excess of your deposited funds. The products may not be suitable for all investors. Please ensure that you fully understand the risks involved.

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