Trust Governance Pack
Reference list of governance documentation typically requested in professional trust reviews.
1. Core Trust Documentation
- Trust Deed
- Deeds of Amendment
- Letter of Wishes (if available)
- Trustee appointment or retirement documents
- Protector appointment documentation
2. Financial Information
- Annual Trust Accounts
- Financial Statements
- Asset Valuation Reports
- Investment Portfolio Reports
- Distribution summaries
3. Governance & Administration
- Trust governance framework
- Minutes or summaries of trustee meetings
- Decision-making policies
- Conflict of interest policy
- Investment policy statement
4. Protector Governance
- Summary of Protector powers
- Protector succession provisions
- Record of Protector approvals
- Oversight mechanisms relating to the Protector role
5. Professional Advisers
- Legal advisers
- Tax advisers
- Investment managers
- Administrative service providers
6. Compliance & Regulatory
- Tax filings or confirmations
- Regulatory compliance confirmations
- KYC / AML compliance summaries
