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How much of my Trust Agreement do you need?

Opening a Trust account requires the submission of a Trust Application and an up-to-date extract from the Trust Deed. The extract of the Trust Deed must verify the following information:

  1. Full name of the Trust
  2. Nature or purpose of the Trust
  3. Date and country where established
  4. Full name of Trust Settlor
  5. Full name of each trustee
  6. Full name of each beneficiary
  7. Full name of any individual with control over the Trust
  8. Executed signature page

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