Click here for a PDF version of this guide. Share Trust Home Page Section 1 - The process of creating a Share Trust Stage 1 Stage 2 Stage 3 Stage 4 Stage 5 Section 2 - How to complete the Trustee Service Agreement Body of Trustee Service Agreement: Parties - Settlor Details Clause (1) - Fees and Payment Obligations Section (3) - Representations Section (6) - Indemnity Signature Clause The Schedule Part 1 - Share Trust Formation Questionnaire Section (1) - Name of Share Trust Section (2) - Details of Primary Beneficiaries Section (3) - Details of Secondary Beneficiaries Section (4) - Details of the Company Section (5) - Details of Shares Section (6) - Details of Nominated Director(s) Section (7) - Income Mandate Form, Payment Details Section (8) - Agent for correspondence Part 2 - Settlor Identification Evidence Section 3 - Contacts This guide describes in detail the process for creating a Share Trust and gives guidance on how to complete the documentation package which we need from you. Our objective is to make the procedure easy and efficient but in order to achieve a robust and clear legal structure there are a number of necessary steps. If at any point you have any questions please email Lynadia Maduro-Maximin at lynadia.maduro-maximin@harneys.com or Gizelle Osborne-Leader at gizelle.osborne-leader@harneys.com. If it is more convenient, you can also contact a lawyer at one of Harneys' British Virgin Islands, London or Hong Kong offices. It is probably helpful to have at the outset a full list of the documents which are necessary to create and support the operation of the Share Trust. These are: Trustee Service Agreement Trust Deed Rights Deed Director Nomination Form Share Transfer Form Directors Resolution New Share Certificate Original Share Certificate Power of Attorney Income Mandate Form Call Notices We will generate these documents but some input from you is necessary. Click here for a PDF version of this guide.