Master Trust Deed Template
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Master Trust Deed

This Master Trust Deed (the "Deed") is entered into on June 18, 2050, between [Your Name], from now on referred to as the "Trustee," and [Recipient Name], from now on referred to as the "Recipient," collectively referred to as the "Parties."

I. Background

The Trustee is responsible for managing pension funds and seeks to establish a framework to govern the administration and management thereof. The Recipient wants to give its pension funds to the Trustee for management in accordance with the terms here.

II. Definitions

  1. "Trust Fund": Shall mean the collective assets held and managed by the Trustee on behalf of the Recipient.

  2. "Trustee": Refers to [Your Name], the entity appointed to manage the Trust Fund.

  3. "Recipient": Refers to [Recipient Name], the entity entrusting its pension funds to the Trustee.

  4. "Beneficiaries": Shall mean the individuals entitled to receive benefits from the Trust Fund as per the terms herein.

III. Trust Establishment

  • Appointment: The Recipient hereby appoints the Trustee to act as the sole trustee of the Trust Fund.

  • Objective: The Trustee shall manage the Trust Fund in accordance with the instructions and objectives outlined by the Recipient and in compliance with applicable laws and regulations.

IV. Administration

  • Powers of Trustee: The Trustee shall have full discretion and authority to invest, reinvest, manage, and distribute the assets of the Trust Fund in a manner deemed prudent and in the best interest of the Beneficiaries.

  • Reporting: The Trustee shall provide regular reports to the Recipient detailing the performance and status of the Trust Fund, including financial statements and investment activities.

V. Beneficiaries

  • Identification: The Trustee shall maintain accurate records identifying the Beneficiaries entitled to receive benefits from the Trust Fund.

  • Benefit Distribution: Benefits shall be distributed to the Beneficiaries in accordance with the provisions outlined in the governing documents of the Trust Fund.

VI. Amendment and Termination

  • Amendment: This Deed may be amended by mutual agreement of the Parties in writing.

  • Termination: This Deed may be terminated by mutual agreement of the Parties or upon fulfillment of the objectives outlined herein.

VII. Miscellaneous

  • Governing Law: This Deed shall be governed by and construed in accordance with the laws of [Jurisdiction].

  • Entire Agreement: This Deed constitutes the entire agreement between the Parties concerning the subject matter herein and supersedes all prior agreements and understandings, whether written or oral.

VIII. Signatures

[Your Name]

[Date Signed]

[Recipient Name]

[Date Signed]

IX. Witnesses

This Master Trust Deed is witnessed and signed on the day and the year first above written.

[Witness 1 Name]

[Date Signed]

[Witness 2 Name]

[Date Signed]

NOTARIZATION:

State of [STATE], County of [COUNTY]

On this [DATE], before me, a Notary Public in and for said county and state, personally appeared [Your Name], known to me to be the persons whose names are subscribed to the foregoing instrument, and acknowledged that they executed the same for the purposes therein contained.

[NOTARY PUBLIC NAME]

Notary Public in and for [STATE]

My Commission Expires: [EXPIRATION DATE]

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