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Trust Merger Agreement Template for Canada

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Key Requirements PROMPT example:

Trust Merger Agreement

"I need a Trust Merger Agreement for combining two Canadian real estate investment trusts, where Trust A (valued at $50M) will merge into Trust B (valued at $150M) by March 2025, with special attention to environmental compliance and tenant rights."

Document background
The Trust Merger Agreement is a critical document used when two or more trusts decide to combine their operations and assets into a single trust entity within the Canadian legal framework. This agreement becomes necessary during trust consolidations, reorganizations, or strategic combinations, particularly in the financial services and investment sectors. The document must address various Canadian regulatory requirements, including those from OSFI (Office of the Superintendent of Financial Institutions), provincial securities commissions, and the Competition Bureau where applicable. The agreement typically includes detailed provisions for asset transfers, beneficiary rights protection, tax implications, and post-merger governance structures. Given the complex nature of trust mergers in Canada, the agreement must carefully balance federal and provincial legal requirements while ensuring all stakeholder interests are protected.
Suggested Sections

1. Parties: Identification of the merging trusts, trustees, and other key parties

2. Background: Context of the merger, including brief description of each trust and rationale for merger

3. Definitions: Key terms used throughout the agreement

4. Merger Structure: Details of how the trusts will be combined, including surviving entity

5. Transfer of Assets and Liabilities: Comprehensive treatment of how assets and liabilities will be transferred

6. Representations and Warranties: Statements of fact by each party about their legal status, authority, and trust assets

7. Beneficiary Rights: Treatment of beneficiary interests post-merger

8. Regulatory Compliance: Commitments to comply with relevant laws and regulations

9. Conditions Precedent: Requirements that must be met before closing

10. Closing Mechanics: Process and timing for completing the merger

11. Post-Merger Integration: Management and administration of the merged trust

12. Governing Law: Applicable law and jurisdiction

13. Dispute Resolution: Process for resolving any disputes

14. Notices: Communication requirements and contact details

15. General Provisions: Standard boilerplate clauses

Optional Sections

1. Tax Treatment: Detailed tax considerations and elections - include when merger has significant tax implications

2. Employee Matters: Treatment of employees if trusts have direct employees - include for operating business trusts

3. Real Estate Provisions: Special provisions for real estate assets - include for real estate investment trusts

4. Intellectual Property: IP transfer provisions - include when trusts hold significant IP assets

5. Environmental Matters: Environmental representations and obligations - include for trusts with potential environmental liabilities

6. Foreign Asset Provisions: Special provisions for international assets - include when trusts have non-Canadian assets

7. Unitholder Rights: Special rights or protections for unitholders - include for public trusts

8. Competition Compliance: Detailed competition law provisions - include when merger requires Competition Bureau approval

Suggested Schedules

1. Schedule A - Asset Schedule: Detailed inventory of all trust assets being transferred

2. Schedule B - Liabilities Schedule: Comprehensive list of all liabilities being assumed

3. Schedule C - Beneficiary Schedule: List of beneficiaries and their respective interests

4. Schedule D - Required Consents: List of third-party and regulatory consents needed

5. Schedule E - Trust Certificates: Copies of trust certificates and registration documents

6. Schedule F - Financial Statements: Recent financial statements of merging trusts

7. Appendix 1 - Merger Implementation Plan: Detailed plan for implementing the merger

8. Appendix 2 - Post-Merger Trust Declaration: Form of trust declaration for merged entity

9. Appendix 3 - Tax Elections: Forms and details of tax elections to be made

10. Appendix 4 - Regulatory Filings: Copies of required regulatory filings and approvals

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈ˰æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions







































Clauses









































Relevant Industries

Financial Services

Investment Management

Real Estate

Asset Management

Banking

Wealth Management

Private Equity

Family Office Services

Corporate Services

Investment Trusts

Relevant Teams

Legal

Compliance

Risk Management

Finance

Tax

Trust Administration

Operations

Regulatory Affairs

Investment Management

Corporate Development

Integration

Due Diligence

Relevant Roles

Chief Executive Officer

Chief Financial Officer

Trust Administrator

Corporate Trustee

Legal Counsel

Compliance Officer

Risk Manager

Trust Operations Manager

Financial Controller

Tax Director

Merger Integration Manager

Trust Services Director

Regulatory Affairs Manager

Investment Manager

Portfolio Manager

Board of Directors

Trust Committee Members

Industries








Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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