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Certificate Of Incumbency Trust

Certificate Of Incumbency Trust Template for Hong Kong

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Key Requirements PROMPT example:

Certificate Of Incumbency Trust

"I need a Certificate of Incumbency Trust for a Hong Kong family trust to verify current trustees and protector appointments for a new banking relationship with HSBC, with the certificate to be dated January 15, 2025."

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Document background
The Certificate of Incumbency Trust is a crucial document in Hong Kong's trust and financial services landscape, designed to provide authoritative verification of trust structures and their key personnel. It is typically required when establishing banking relationships, conducting significant financial transactions, or meeting regulatory compliance requirements. The certificate includes detailed information about the trust's establishment, current trustees, and other relevant appointments, all verified by a qualified authority. Under Hong Kong law, this document carries significant weight due to the territory's robust financial regulatory framework and its adherence to common law principles. The certificate is particularly important given Hong Kong's status as an international financial center and its strict requirements for due diligence and verification of trust arrangements.
Suggested Sections

1. Certification Authority: Identifies the certifying body or professional (e.g., corporate services provider, lawyer, or trust company) issuing the certificate

2. Trust Identification: Full legal name of the trust, date of establishment, and trust registration number (if applicable)

3. Trust Constitution: Details of the trust deed or instrument creating the trust, including date of execution and any subsequent amendments

4. Current Trustees: Names, addresses, and appointment dates of all current trustees

5. Settlor Information: Identity and details of the trust settlor(s), subject to confidentiality requirements

6. Verification Statement: Formal statement certifying the accuracy of the information as of the date of issuance

7. Certification Date: Date of issuance of the certificate

8. Authentication: Official seal, stamps, and signatures required to authenticate the document

Optional Sections

1. Protector Details: Include when the trust has appointed protectors - their names, addresses, and appointment dates

2. Class of Beneficiaries: Include when permitted and required - general description of beneficiary classes without naming specific beneficiaries

3. Trust Powers: Include when specific verification of trustee powers is required - outline of key powers granted under the trust deed

4. Historical Appointments: Include when a historical record is requested - list of previous trustees and their tenure dates

5. Asset Controllers: Include when there are appointed investment managers or other asset controllers - their details and scope of authority

6. Regulatory Status: Include when the trust is subject to specific regulatory oversight - details of registrations or regulatory compliance

Suggested Schedules

1. Schedule A - Supporting Documents: List of documents reviewed to verify the information in the certificate

2. Schedule B - Specimen Signatures: Authenticated specimen signatures of current trustees and authorized signatories

3. Schedule C - Corporate Trustee Details: If corporate trustee(s), detailed information about the company including registration numbers and registered office

4. Appendix 1 - Chain of Appointments: Chronological list of all appointments and resignations since trust establishment

5. Appendix 2 - Trust Extract: Relevant extract from trust deed confirming trustee appointment provisions and powers

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈË°æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions

























Clauses




















Relevant Industries

Financial Services

Wealth Management

Banking

Legal Services

Corporate Services

Trust Administration

Private Banking

Family Office Services

Investment Management

Professional Services

Relevant Teams

Legal

Compliance

Trust Administration

Corporate Services

Risk Management

Private Banking

Wealth Management

Company Secretarial

Due Diligence

Client Operations

Relevant Roles

Trust Administrator

Compliance Officer

Legal Counsel

Company Secretary

Trust Officer

Relationship Manager

Private Banker

Wealth Manager

Risk Manager

Corporate Services Manager

Trust Operations Director

Due Diligence Officer

Legal Director

Banking Operations Manager

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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