Harneys Stage 2

Once we have been paid (see the fees section of the Trustee Service Agreement and section 2 of this guide for details) and based on the information contained in the Formation Questionnaire we will draft the:
  1. Trust Deed;
  2. Rights Deed;
  3. Director Nomination Form; and
  4. Share Transfer Form.
The Trust Deed sets out details of your beneficiaries and your entitlement to enjoy dividend income from your shares, and enables you to nominate replacement directors in the event of your death or earlier incapacity, the Director Nomination Form identifies those replacement directors.

The Rights Deed sets out the terms on which you are prepared to transfer and we are prepared to accept your shares as an addition to the Share Trust, and contains the right for you to vote and recall the shares, and circumstances in which your shares may be re-transferred to you.

The Share Transfer Form is the document by which you will formally transfer your shares to Harneys Trustees Limited to be held on the term of your Share Trust.

Once drafted we will send you those four documents by courier

Previous StepNext StepReturn to the Table of Contents



Home  /  Services  /  Locations  /  Our People  /  Publications  /  Member Log-in  /  Contact Us  /  Site Map