351 0 obj /Fm0 385 0 R >> >> 343 0 obj /FT /Tx /MK << /S /JavaScript /F 4 /TU (9A. >> >> >> /Type /Annot /MediaBox [0.0 0.0 612.0 792.0] /Subtype /Widget /BBox [0.0 0.0 12.48 12.72] endobj << /AP << >> >> /Subtype /Widget As a general rule, a trustee may not delegate discretionary functions to an agent, because those responsibilities were appointed to the trustee by the grantor. /Subtype /Widget /P 136 0 R >> /Length 114 >> /Parent 70 0 R /FT /Tx >> /O /Layout >> << /PDFDocEncoding 145 0 R /T ( Agreed and Certified to this_3) /FT /Tx /Subtype /Widget /MK << /Font << /Rect [64.92 626.16 388.32 641.64] /T (Margin transactions including short sales02) /Type /Annot /MediaBox [0.0 0.0 612.0 792.0] endobj /quotesingle 96 /grave 128 /bullet /dagger /daggerdbl /ellipsis /emdash /endash /JS (SyncCheckboxes\(event.target\);) EMC /T1_1 383 0 R /GS0 378 0 R /P 135 0 R /MK << f /On 308 0 R /DR << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Subtype /Widget /StartIndent 19.5 /StartIndent 311.125 /DA (/Helv 10 Tf 0 g) >> >> /F 4 << << << << W f >> /BBox [0 0 424.08 13.32] >> /ProcSet [/PDF /Text] >> endobj /TrimBox [0.0 0.0 612.0 792.0] /Ff 8388608 /igrave /iacute /icircumflex /idieresis /eth /ntilde /ograve /oacute /ocircumflex /otilde /F 4 >> /ExtGState << >> With respect to each Discretionary Trust, subject to any plan of successor Designated Representatives created pursuant to the provisions of subsections 15.24(b)(iv)(A) or 15.24(b)(iv)(B) of this Article, but notwithstanding any other provision in this trust instrument to the contrary, on the date on which the beneficiary of the trust has attained thirty (30) years of age, or upon creation of the trust, if subsequent thereto, the Designated Representative of the trust shall be such one (1) or more persons or a Business Entity, or any combination thereof, as shall be designated by name by the beneficiary by an instrument in writing signed by the beneficiary and delivered to the person(s) and/or entity so designated. /Type /XObject endobj >> /F 4 157 0 obj endobj /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Icircumflex /Idieresis /Eth /Ntilde /Ograve /Oacute /Ocircumflex /Otilde /Odieresis /multiply (c) Single Signatory. >> /MK << /Type /Annot >> << 0 0 12.48 12.72 re /BBox [0 0 424.08 14.64] W endobj /N 144 0 R /Length 12 /Subtype /Widget /Ff 8388608 >> >> /Subtype /Widget 82 0 obj Only /Annots [22 0 R 23 0 R 24 0 R 25 0 R 96 0 R 97 0 R 98 0 R 99 0 R 100 0 R 101 0 R Notwithstanding any provision of this trust instrument to the contrary, with respect to each trust created under this trust instrument, the Trustee may provide the accountings and notices to be given by the Trustee pursuant to the provisions of Section 15.23 of this Article to the holder of a power of appointment of trust principal, whether a limited power of appointment or a general power of appointment, and the holder of the power of appointment shall represent and bind persons whose interests, as permissible appointees, takers in default, or otherwise, are subject to the power. 312 0 obj 736.0802(5). /PDFDocEncoding 145 0 R /P 136 0 R /MK << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /MK << /Type /Annot >> >> /MaxLen 2 /StructParent 459 47 0 obj /AP << TmtpY"TN!+L"b-a]524@\P -*5WQ /F 4 /Subtype /Form 163 0 obj /MK << 199 0 obj /Length 83 /TU (Please print the address, incling city, state and 5-digit zip code of an individual that Merrill Lynch may contact in the event a trustee resigns, becomes incapacitated or dies:) >> /CA (4) /T ( day of_5) >> /XObject << endobj /Count 9 /Rect [322.8 272.88 342.84 287.52] /N 525 0 R /T (Margin transactions including short sales04) << << (b) Disagreement as to Distribution. /ZaDb 519 0 R /Length 34 /DA (/Helv 10 Tf 0 g) >> >> /CA (4) endobj >> << Previous Next Report a problem or mistake on this page endobj >> ______ _______________________________ Dated Jane Doe, not individually but solely as Co-Trustee, Firm Word - Adds double underline, Delete strikethrough. /DR << /S /JavaScript >> /Subtype /Form << /Length 12 111 0 R 112 0 R 113 0 R 114 0 R] This delegation is >> Q /TU (Signature of Trustees requiring Notarization: Use this page when the Notary is in Florida \(Please note that all fields, including the boxes below, must be completed by the Notary Public or the document will be returned\): B\) Agreed and Certified to this: Enter Month) /AP << 161 0 obj /TU (Notary Jurat and Affidavit Form: Please note that all fields, including the boxes below, must be completed by the Notary or the document will be rejected. endstream Any revocation, amendment or cancellation is to be made in the same manner as is provided above for making a designation or establishing a plan; provided, however, that no revocation, amendment or cancellation is effective to remove any then acting Designated Representative. << /P 135 0 R /Parent 71 0 R /Type /Annot >> << >> 242 0 obj endobj /S /JavaScript /MK << /Subtype /Widget << 1.0 4.21616 370.08] /N << /AA << /Ff 8388608 /Type /Annot /DA (/Helv 10 Tf 0 g) >> /Subtype /Widget /Rect [444.6 209.28 557.28 225.48] /TU (Please check one of the following \(REQUIRED\): Personally known or) << /FT /Tx /Rect [123.48 555.12 557.4 572.88] /Type /Annot << >> A sample form for a company's authorized signatories to use when adding, changing, or revoking a delegation of authority under a signature authorization and delegation of authority policy. /Ff 8388608 /FT /Tx 65 0 obj /F 4 /FT /Btn stream /Parent 7 0 R /ProcSet [/PDF /Text] Notarization is required for trusts governed by certain US States\) Use this page when the Notary is in ANY Jurisdiction EXCEPT: \(If Notary is in Colorado, Idaho, Iowa, Michigan, Minnesota, Mississippi, Nebraska, Nevada, South Dakota, Tennessee or Vermont, use page 6\) \(If the Notary is in California, use page 7\) \(If the Notary is in Florida, use page 8\): B\) Agreed and Certified to this: Enter Month) /Resources << << >> >> /Pages 7 0 R /Type /Annot >> WebNo individual Trustee is empowered to make decisions on behalf of the Trust outside of any specific authority set out in this scheme of delegation. >> /StartIndent 86.625 243 0 obj /Type /Font /ProcSet [/PDF /Text] /BBox [0.0 0.0 12.48 12.72] >> 57 0 obj >> >> << /TU (Please check one of the following \(REQUIRED\): Produced the following type of identification:) Discretionary Termination by Trustee. n A determination of whether any insurance contract is or remains a proper investment; 3. /Rect [316.44 577.32 380.4 590.64] /Parent 71 0 R /T (Type of identification03) << /P 134 0 R q /Encoding << /MaxLen 5 Download Authenticated PDF (A) A trustee may delegate duties and powers that a prudent trustee having comparable skills could properly delegate under the circumstances. endobj /On 292 0 R Amanda Edwards in her regular column for STEP England and Wales Diploma students. /TU (B\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) /ordmasculine 188 /onequarter /onehalf /threequarters 192 /Agrave /Aacute /Acircumflex /Atilde << /P 135 0 R endobj endstream /DA (/Helv 10 Tf 0 g) 0.749023 g << /AA << /T ( the person whose name is subscribed to) 355 0 obj /CM20 << /T ( On) /T ( day of) /F 4 The names of all current trustees are: \(If trustee is an entity, documentation indicating authorized individuals of entity, such as Corporate Resolution or Certificate of Incumbency, will be required\): Trustee Name 2) /FT /Tx /DA (/Helv 10 Tf 0 g) 100 0 obj stream >> /AS /Off /DA (/Helv 10 Tf 0 g) /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis /Type /Annot /Rect [328.92 591.48 556.92 604.8] << /Parent 70 0 R /Rect [229.92 71.88 283.08 87.24] Webplan in such a form as determined by the Trustees; 4.4.2 suspend or remove any or all of the matters delegated to the LGB; 4.4.3 suspend or remove any or all of the Governors of the relevant LGB; 4.5 The Trustees may require a governance action where: 4.5.1 the School has a deficit budget (both revenue and capital); /Parent 71 0 R /FormType 1 /Rect [54.0 522.6 391.8 538.08] /Subtype /Widget /FT /Btn /F 4 /ProcSet [/PDF] /Type /Annot /Parent 71 0 R 81 0 obj /Rect [54.0 550.32 558.84 565.8] /Font << /P 135 0 R /Type /XObject /Type /Annot endstream /D << /Ff 8388608 /Rect [170.16 272.88 310.2 287.52] << /T ( Names of all current trustees03) /P 135 0 R endobj /AP << /Subtype /XML /OriginalDocumentID /S /JavaScript >> BT Q /Resources << /P 137 0 R /T ( day of_3) EMC >> /Filter /FlateDecode /Font << >> /F 4 endobj /Rect [272.211 282.6 556.99 300.36] >> /Subtype /Widget << /Ff 8388608 /Ff 29360128 /GS2 379 0 R /BBox [0.0 0.0 12.48 12.72] /EndIndent 5.375 311 0 obj 90 0 obj /Subtype /Widget /TU (Please print the telephone number, including \(3-Digit Area Code\) of an individual that Merrill Lynch may contact in the event a trustee resigns, becomes incapacitated or dies:) /StructParent 580 Professional Postgraduate Diploma in Private Wealth Advising, Russia-Ukraine conflict & associated sanctions, STEP Standard Provisions (England, Wales and Northern Ireland), STEP Employer Partnership Programme resources, Making a Complaint: Our Disciplinary Process, Urgent Applications in the Court of Protection, Last Orders: The Essential Guide to your Letter of Wishes. /MK << /Ff 8388608 /Encoding << /O /Layout /StructParent 726 /T (D) endstream >> /DA (/Helv 10 Tf 0 g) /StructParent 644 /FT /Tx /Differences [24 /breve /caron /circumflex /dotaccent /hungarumlaut /ogonek /ring /tilde 39 /Ff 8388608 /StructParent 594 /Rect [83.76 296.16 291.72 309.48] endobj /Type /Annot stream << /S /JavaScript >> f Please complete either 2A or 2B \(Only one section should be completed\): 2B - If the trust was created by a trust agreement: 1\) The trust agreement is dated: \(enter date including 2-Digit Month/2-Digit Day/4-Digit Year) /Subtype /Widget /Type /XObject << /Ff 8388608 /Type /Annot >> /P 131 0 R << >> /DA (/Helv 10 Tf 0 g) /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Type /Annot /MK << >> /MaxLen 2 /T ( Names of all current trustees01) endobj 259 0 obj /SpaceAfter 9 >> endobj /Subtype /Widget /MaxLen 2 /Ff 8388608 << /JS (SyncCheckboxes\(event.target\);) /LastModified /BBox [0.0 0.0 9.36 9.48] /FT /Btn /TU (Signature of Trustees requiring Notarization: Use this page when a Notary is in Colorado, Idaho, Iowa, Michigan, Minnesota, Mississippi, Nevada, South Dakota, Tennessee or Vermont: A\) Agreed and Certified to this: Enter Month) /Count 4 /StructParent 582 /Tabs /S >> /K 542 0 R /StructParent 570 /Parent 7 0 R /A 329 0 R << 96 0 obj /AS /Off 1 1 10.48 10.72 re /FT /Tx /DR << 5.4326 TL /FT /Tx 1 1 10.48 10.72 re 10 0 obj q /AA << >> /Parent 71 0 R /F 4 /DA (/Helv 10 Tf 0 g) /PDFDocEncoding 166 0 R 278 0 obj /PDFDocEncoding 151 0 R << << /Type /Annot /T ( Print Name of Notary Public_1) >> /FT /Tx >> 14 0 obj /T ( 20_1) /F 4 /F 4 /Subtype /Widget /Tx BMC /Names [(SyncCheckboxes) 368 0 R] >> /MaxLen 3 << /TU (4. endobj 368 0 obj /StructParent 449 /FT /Tx >> /PageUIDList << /F 4 /MaxLen 5 (viii) Appointment of Successor Designated Representatives in Default of Designation. Such delegation of authority shall be documented in writing. /Rect [54.24 211.68 66.72 224.4] >> /FormType 1 /Type /Annot stream << /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /FormType 1 /MK << /1 [5024.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 >> /F 530 0 R /T ( year of_3) /TU (Signature of Trustee) /TU (by: Insert Signer's Name, NOT Notary's Name) /F 4 /StructParent 595 /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /ProcSet [/PDF] >> /S /JavaScript endobj /Subtype /Form /Font << WebA sample form for a company's authorized signatories to use when adding, changing, or revoking a delegation of authority under a signature authorization and delegation of /MK << >> /PDFDocEncoding 166 0 R /StructParent 443 /BBox [0.0 0.0 12.48 12.72] /S /JavaScript /CS0 [/ICCBased 377 0 R] >> This power also extends to personal representatives. /TU (C\) Agreed and Certified to this: Enter Month) endobj /On 185 0 R 36 0 obj /F 4 (a) A trustee may delegate investment and management functions that a prudent trustee of comparable skills could properly delegate under the circumstances. /PageItemUIDToLocationDataMap << /AS /Off /MaxLen 2 /Font << /AP << >> >> /F 4 /Rect [294.0 68.88 385.2 84.24] /Parent 70 0 R endobj /Parent 70 0 R /Type /Annot >> W /FormType 1 << /EndIndent 324.875 >> /MK << EMC This acknowledgement may not be used by California Notaries. /ZaDb 8.9925 Tf >> /JS (SyncCheckboxes\(event.target\);) /Type /Encoding /StructParent 699 /LastModified (D:20211212090914-05'00') /DA (/Helv 10 Tf 0 g) endobj endobj (4) Tj >> endobj << /Rect [64.92 678.72 388.32 694.2] /Subtype /Widget /Subtype /Widget /T (C-1) >> /D [129 0 R /Fit] /Rect [405.84 577.32 509.76 590.64] /Subtype /Widget /DA (/Helv 0 Tf 0 g) endstream H, /T1_2 384 0 R Pyg*eB5![Zh#' NDb0y9LaLSKaeS /P 137 0 R Q >> /S /JavaScript /On 307 0 R /igrave /iacute /icircumflex /idieresis /eth /ntilde /ograve /oacute /ocircumflex /otilde /PDFDocEncoding 156 0 R /DA (/Helv 10 Tf 0 g) /Type /Annot >> << /StructParent 713 /StructParent 515 >> /On 317 0 R /MK << /PageItemUIDToLocationDataMap << /MK << /StructParent 537 >> >> /StructParent 304 /Resources << /Subtype /Form /DA (/Helv 10 Tf 0 g) /Helv 157 0 R >> /FormType 1 >> /MediaBox [0.0 0.0 612.0 792.0] /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] California Notaries are to use the attached acknowledgement or the Notarial Acknowledgement available on the California Secretary or State website: State of Florida, County of \(Enter County\)) >> /TU (The foregoing instrument was acknowledged before me, a Notary Public, by means of \(check one\): physical presence) stream 2.4362 3.3161 Td >> /AP << 8.6597 TL >> q >> /DA (/Helv 0 Tf 0 g) 105 0 R 106 0 R 107 0 R 108 0 R 109 0 R 110 0 R 111 0 R 112 0 R 113 0 R 114 0 R /Font << /TrimBox [0.0 0.0 612.0 792.0] /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /FormType 1 /DR << /S /JavaScript >> /MaxLen 3 >> /FormType 1 /Name /Helv /Type /Annot stream /MK << EMC /T ( day of_7) /Ff 8388608 /P 131 0 R /T ( this) /StructParent 618 >> >> /Parent 70 0 R /MK << (C) Non-Fiduciary Duty of Designated Representative. /StructParent 442 WebThe Trustees certify that either (1) the Trust explicitly authorizes each of the Trustees to act individually without the consent of the other Trustees; or (2) the Trustees have consented to each Trustee acting individually and without the consent of the other Trustees and that such . /BBox [0.0 0.0 12.48 12.72] (4) Tj /Type /XObject /FT /Sig /LastModified (D:20211212090914-05'00') /AA << /Contents 395 0 R >> >> H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w endstream /GS1 380 0 R >> 37 0 obj /ProcSet [/PDF /Text] /P 133 0 R >> << /PDFDocEncoding 151 0 R endobj /DA (/Helv 10 Tf 0 g) /P 136 0 R /GS0 378 0 R /AS /Off >> /Type /Catalog >> /GS1 380 0 R /S /JavaScript The powers herein granted to the Appointing Person are granted to the Appointing Person individually, not in a fiduciary capacity, and the Appointing Person is not liable to any person or entity regardless of the manner in which the Appointing Person chooses to exercise (or fail to exercise) the powers.. >> The President of the University, in consultation with the Chair, shall act for the Board of Trustees regarding all legal action necessary or appropriate to protect the interests of the University. endobj /Type /Annot 60-175.15. /F 4 endobj endobj /StructParent 683 111 0 obj /Type /Annot Time to update your forms. /Rect [474.96 601.774 495.0 616.534] /FT /Tx f /Off 178 0 R /N 539 0 R /MK << /Encoding << >> n >> /Type /Annot /FT /Tx 203 0 obj /N 537 0 R endstream endobj >> /Off 361 0 R << >> endobj /Parent 50 0 R 200 0 obj Trusts & Estates editors have not edited these sample provisions either for content or for style and do not vouchsafe their efficacy. << /TU (A\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) /Ff 8388608 endobj /Helv 152 0 R /0 219 /Subtype /Widget /Subtype /Widget << endobj endobj (iv) Appointment of Successor Designated Representatives. /TU (MLPF&S Account #1 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /Subtype /Widget WebA scheme of delegation is a reference document showing what authority the board has delegated to committees, other volunteers, or to its staff under the powers of its governing document. /P 136 0 R /S /JavaScript 77 0 obj /Rect [450.6 674.64 558.6 687.96] << << endobj /DA (/Helv 0 Tf 0 g) endobj WebThe trustees agree that Merrill Lynch may rely upon this Trustee Certifcation Form (and any copies thereof) until Merrill Lynch and any investment advisors or other agents /Font << 35 0 R 36 0 R 37 0 R 38 0 R 39 0 R 40 0 R 41 0 R 42 0 R 43 0 R 44 0 R /T ( day of_4) WebAs the chief executive officer of the University, the President has general direction, control, and supervision over the operations of the University. 445 0 R 446 0 R 447 0 R 448 0 R 449 0 R 450 0 R 451 0 R 452 0 R 453 0 R 454 0 R /Tx BMC 271 0 obj The Settlor hereby acknowledges the applicability of these provisions.. /TU (Notary Page for California Acknowledgement: A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document: State of California, County of \(Enter County\)) /StructParent 735 BT >> In carrying out its responsibilities under this Agreement, the Portfolio Manager shall at all times act in accordance with the investment objectives, policies and restrictions applicable to the Portfolio as set forth in the then current Registration Statement of the Trust delivered by the Trust to the Portfolio Manager, applicable provisions of the Investment Company Act and the rules and regulations promulgated under the Investment Company Act and other applicable federal securities laws. /P 134 0 R /AS /Off /FT /Tx 91 0 R 124 0 R 212 0 R 213 0 R 269 0 R 247 0 R 276 0 R 249 0 R 125 0 R 250 0 R /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /MaxLen 3 q /ProcSet [/PDF /Text] >> >> >> /P 134 0 R /ProcSet [/PDF /Text] >> >> WebTrustees must take decisions in a way that meets the requirements of charity law and their governing document. >> /DA (/Helv 10 Tf 0 g) /Resources << /FT /Tx /PageWidthList << /P 133 0 R << /XObject << /T1_1 384 0 R /Type /XObject >> << /Type /Annot /CM28 << >> /CA (4) /F 4 >> >> /MK << >> /Subtype /Widget 118 0 obj /Rect [54 474.96 306 489.6] 176 0 obj 264 0 obj /FT /Tx /ZaDb 553 0 R /Subtype /Widget /JS (SyncCheckboxes\(event.target\);) /FT /Tx /Subtype /Form << 125 0 R 126 0 R 127 0 R] /FT /Tx >> /DA (/Helv 10 Tf 0 g) /ZaDb 13 0 R /CM33 << 0.749023 g stream /P 131 0 R /T ( County of_2) /MK << endobj /Encoding << /Filter /FlateDecode /DA (/Helv 0 Tf 0 g ) /FT /Tx >> /T ( 20_2) /NumberofPages 1 367 0 obj endobj /Subtype /Widget /Subtype /Widget /ProcSet [/PDF /Text] (iii) Designation of Initial Designated Representative. /F 4 /D << WebSuccessful Delegation Page 1 March 2016 Course Objectives: 1) Identify: a. /DA (/Helv 10 Tf 0 g) endobj /Subtype /Form /TextIndent -8.74998 /PDFDocEncoding 166 0 R /MK << /Type /Annot /ZaDb 551 0 R /DA (/Helv 10 Tf 0 g) /CM4 << << /P 133 0 R /CM29 << /FT /Tx /TU (9A. 358 0 obj >> >> /T1_1 384 0 R /Resources << /Matrix [1 0 0 1 0 0] /TU (day of: \(Enter 2-Digit Day\)) /LastModified (D:20211209093206-05'00') 328 0 obj /T ( year of_4) W endobj /CM36 << /P 131 0 R >> /Font << >> /FormType 1 268 0 R 239 0 R 272 0 R 86 0 R 245 0 R 87 0 R 123 0 R 246 0 R] 144 0 obj /StructParent 646 /Type /Annot /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis >> >> endobj /T ( year of_2) /DocumentID /Differences [24 /breve /caron /circumflex /dotaccent /hungarumlaut /ogonek /ring /tilde 39 endobj f /MK << /T ( personally appeared) /GS0 378 0 R 50 0 obj 304 0 obj <>stream /Resources << /T ( day of_6) /Type /Annot /ColorSpace << /StructParent 535 /Subtype /Widget /MaxLen 3 H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w >> /Ff 29360128 /LineHeight 9.625 /0 [5943.0 0.0 3.0 223.2 362.88 279.08 368.88 1.0 0.0 0.0 /Ff 8388608 /FT /Tx endobj /Subtype /Form /Subtype /Widget /S /JavaScript /LastModified Margin transactions 3 including short sales, uncovered put/call options, spreads, straddles and combinations, whether index or equity: All current trustees must initial those that apply in spaces provided) >> /Rect [145.68 303.96 345.6 318.6] 89 0 obj >> /Rect [398.28 626.16 560.4 640.92] /0 612.0 Pursuant to the provisions of Section 736.1017(6) of the Florida Trust Code, a person who acts in reliance on a certification of trust without knowledge that the representations contained in the certification are incorrect is not liable to any person for so acting and may assume without inquiry the existence of the facts contained in the certification. 193 0 obj >> >> >> /Type /Annot /AA << /Ff 8388608 /Type /XObject << /Parent 70 0 R /FT /Sig /Ff 8388608 /Type /Annot stream /P 133 0 R /FormType 1 /ProcSet [/PDF] >> endobj /T (For trusts with more than one trustee only04) /FT /Tx endobj /ProcSet [/PDF] /F 546 0 R /ZaDb 8.9925 Tf endobj 209 0 obj /P 134 0 R 2. << /DR << 736.0802(5)(e)(2), authorizes any Corporate Trustee to invest in any investment instrument owned or controlled by such Corporate Trustee or its affiliate and to engage any affiliate to render services to such trust, provided such Corporate Trustee, subject to the other provisions of this trust instrument (including Section 15.9 of Article XV hereof relating to waiver of the prudent investor rule), otherwise complies with the provisions of F.S. /StructParent 597 /ZaDb 558 0 R /On 362 0 R /MK << >> /Ff 8388608 /T (Phone) >> /MK << /CM14 << /Subtype /Form q 1 1 10.48 10.72 re /On 293 0 R m L5\;+y3_P~3^]lyf_jU]~zKejcv:k0@R)O? /Type /Annot 2.4362 3.3161 Td /dotlessi /lslash /oe /scaron /zcaron 160 /Euro 164 /currency 166 /TU (2B - If the trust was created by a trust agreement: 2\) The name\(s\) of the grantor\(s\) of the trust is/are: Grantor Name 1) 3 0 obj /FormType 1 308 0 obj /CA (4) 213 0 R 214 0 R 215 0 R 216 0 R 217 0 R 218 0 R 219 0 R 220 0 R 221 0 R 222 0 R /T (2B1 - The trust agreement is dated) 0.749023 g /FT /Tx /Ff 8388608 /FT /Tx >> /StructParent 729 /F 4 endobj Delegation of Power to Other Trustees Subject to the provisions of the 1940 Act, any Trustee may, by power of attorney, delegate his power for a period not exceeding six (6) months at any one time to any other Trustee or Trustees; provided that in no case shall less than two (2) Trustees personally exercise the powers granted to the Trustees under the Declaration except as herein otherwise expressly provided. >> /AA << /Length 90 112 0 obj /MK << /Encoding << /BleedBox [0.0 0.0 612.0 792.0] /P 137 0 R >> 352 0 obj /N 540 0 R 158 0 obj /MediaBox [0.0 0.0 612.0 792.0] >> endobj /T ( State of) Web1.4 General statutory authority to delegate was first given to trustees by the Trustee Act 1925. The rules were amended in 1971, following recommendations by the Law 177 0 obj >> There are certain conditions (set out in s15 TA 2000) to such delegation to an investment manager: a) the terms must be in writing or evidenced in writing; b) the trustees must provide a written policy statement: and c) the investment manager must confirm that he will comply with the policy statement. endobj /Type /Annot /On 343 0 R /quoteright /quotesinglbase /trademark /fi /fl /Lslash /OE /Scaron /Ydieresis /Zcaron /T (MLPFS Account03_5) BT /Subtype /Widget /GS0 378 0 R /FT /Tx /Font << q WebSome of the basic details that must be included in a signature authorization letter include: The date the letter was written Name, address and contact details Basic information about the recipient of the authorization letter A great subject line that gives an overview of the transaction where the letter will be used authorized >> /DA (/Helv 10 Tf 0 g) /T ( year of) endobj /T1_2 384 0 R /F 4 /NumberofPages 1 Drafting Florida trusts now that the new Florida Trust Code is in effect. /StructParent 703 endobj << /JS (SyncCheckboxes\(event.target\);) 1E}+'d+XFT7'&3NXX\W>}`wnxrkdA2^ k >> /XObject << /Type /Annot /PageWidthList << /StructParents 664 /StructParent 460 << /FormType 1 /DA (/Helv 10 Tf 0 g) endobj /SpaceAfter 41.875 75 0 obj /Type /Annot /Differences [24 /breve /caron /circumflex /dotaccent /hungarumlaut /ogonek /ring /tilde 39 /ZaDb 551 0 R /Type /Annot /P 137 0 R /Resources << /DA (/Helv 10 Tf 0 g) Margin transactions 2 including short sales: All current trustees must initial those that apply in spaces provided:) /Name /Helv endobj 224 0 obj /ProcSet [/PDF] endobj stream /Off 296 0 R /Type /Encoding >> >> /Subtype /Widget /ZaDb 519 0 R /Rect [417.84 148.68 519.84 165.36] /Differences [24 /breve /caron /circumflex /dotaccent /hungarumlaut /ogonek /ring /tilde 39 138 0 obj Separate powers allow trustees to appoint nominees (s16 TA 2000) and custodians (s17 TA 2000). /TU (Enter type of identification) /Helv 152 0 R /Helv 157 0 R 79 0 obj >> >> /PDFDocEncoding 151 0 R /O /Layout /FT /Tx /F 4 /Ff 8388608 /MaxLen 2 << /JS (SyncCheckboxes\(event.target\);) 4. /Length 88 /K 173 0 R /Font << /Encoding << /F 4 /FT /Tx /PieceInfo << /AP << /ordmasculine 188 /onequarter /onehalf /threequarters 192 /Agrave /Aacute /Acircumflex /Atilde /AP << A simple example of collective delegation is where trustees instruct an estate agent to sell a trust property. /FT /Tx /BleedBox [0.0 0.0 612.0 792.0] /Fm1 394 0 R /Type /XObject /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /MediaBox [0.0 0.0 612.0 792.0] /AA << >> /Font << >> /Rect [312.48 474.96 556.56 489.6] /MaxLen 5 /K 533 0 R /N 523 0 R endobj /Type /Annot /N << >> /FT /Tx endobj /Kids [501 0 R 502 0 R 503 0 R 504 0 R 505 0 R 506 0 R 507 0 R 508 0 R 509 0 R 510 0 R /TU (Please check one of the following \(REQUIRED\): Personally known or) endobj endstream /FT /Tx 115 0 obj EMC /FT /Sig The determination of the amount of net income or principal of a trust to be distributed to or for the benefit of a beneficiary is in the sole discretion of the Trustee. >> /Type /Annot >> /P 134 0 R /Font << << /ZaDb 13 0 R >> >> << n /TU (The foregoing instrument was acknowledged before me, a Notary Public, by means of \(check one\): online notarization) 57 0 R 58 0 R 59 0 R 60 0 R 61 0 R 62 0 R 63 0 R 64 0 R 65 0 R 66 0 R << << /T (Signature of Notary Public_4) Additional filters are available in search. Registered Office: Artillery House, 11-19 Artillery Row, London SW1P 1RT, United Kingdom. /Ff 29360128 /GS3 381 0 R /Subtype /Form /Filter /FlateDecode >> /DA (/Helv 10 Tf 0 g) >> /Subtype /Widget /LastModified (D:20211212090914-05'00') /P 137 0 R /StructParent 590 >> /MK << >> /DA (/Helv 10 Tf 0 g) /FT /Tx /T ( The foregoing instrument was acknowledged before me a Notary Public this) 1E}+'d+XFT7'&3NXX\W>}`wnxrkdA2^ k H,=@DSfG+;E#X/2DIUoKgA7`wVi-`hb!U /TU (6\) Trustee 1 initials: If applicable, all current trustees must initial in spaces provided) >> /Encoding << /Type /XObject endobj W Pursuant to the provisions of Section 736.1017(2) of the Florida Trust Code, a certification of trust may be signed by any Trustee. /StructParent 708 endobj /Type /Annot >> /Subtype /Form >> >> /AA << >> /XObject << /MK << /FT /Tx /F 4 << /AA << >> << /Font << /quotesingle 96 /grave 128 /bullet /dagger /daggerdbl /ellipsis /emdash /endash /T ( State of California County of) /Rect [218.64 95.76 228.0 105.24] 265 0 obj 52 0 obj /Rect [47.64 598.32 100.8 613.68] /MK << /T ( Agreed and Certified to this_3) 15.23 Duty to Inform and Account. 247 0 obj /MaxLen 5 (D)(3) 4 d320217dex99d3.htm FORM OF DELEGATION AGREEMENT, Viewed December 13, 2021, View Source on SEC. /Filter /FlateDecode << >> << >> >> /T1_1 383 0 R /TU (Print Name of Notary Public) /Resources << >> endstream /Icircumflex /Idieresis /Eth /Ntilde /Ograve /Oacute /Ocircumflex /Otilde /Odieresis /multiply /F 4 >> Who /TU (Signature of Trustee #2) /Ff 8388608 << 8.6597 TL << << /FT /Tx /FormType 1 /P 133 0 R endstream The names of all current trustees are: \(If trustee is an entity, documentation indicating authorized individuals of entity, such as Corporate Resolution or Certificate of Incumbency, will be required\): Trustee Name 1)
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