tiktok³ÉÈË°æ

All Countries
Legal Services
Trust Fund Agreement

Trust Fund Agreement Template for Malaysia

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Trust Fund Agreement

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Trust Fund Agreement

"I need a Trust Fund Agreement for a family wealth management structure, where the trust will hold both Malaysian real estate and investment portfolios, with strict Islamic finance compliance requirements and quarterly distribution rules to five family members."

Celebrated by
Collaborations with
Investors
Document background
The Trust Fund Agreement is a crucial legal instrument in Malaysian trust law, used to establish and govern the administration of trust assets. This document is essential when individuals or organizations wish to create a formal trust structure for asset protection, wealth management, or charitable purposes. The agreement must comply with the Malaysian Trustee Act 1949, Financial Services Act 2013, and other relevant legislation, making it suitable for both conventional and Islamic trust arrangements. It specifies the rights and obligations of all parties involved, including detailed provisions for trust management, asset distribution, and succession planning. Trust Fund Agreements are particularly relevant in scenarios involving family wealth preservation, charitable endowments, employee benefit schemes, or corporate trust structures, and must incorporate specific compliance requirements unique to the Malaysian jurisdiction.
Suggested Sections

1. Parties: Identification of the Settlor, Trustee(s), and Beneficiaries with complete details

2. Background: Context of the trust creation, purpose, and intention of the settlor

3. Definitions: Definitions of key terms used throughout the agreement

4. Declaration of Trust: Formal establishment of the trust and transfer of assets to trustees

5. Trust Fund: Description of initial and future trust property and assets

6. Powers and Duties of Trustees: Comprehensive list of trustees' powers, responsibilities, and limitations

7. Distribution Rules: Rules governing how and when trust assets are to be distributed

8. Trust Administration: Procedures for day-to-day management of the trust

9. Appointment and Removal of Trustees: Process for changing trustees and requirements for trustee numbers

10. Trustee Remuneration: Details of fees and expenses payable to trustees

11. Duration and Termination: Term of the trust and circumstances for termination

12. Governing Law and Jurisdiction: Specification of Malaysian law and jurisdiction

Optional Sections

1. Investment Powers: Detailed investment guidelines and restrictions - used when specific investment strategies are required

2. Shariah Compliance: Islamic law compliance provisions - required for Islamic trusts

3. Protector Provisions: Appointment and powers of a trust protector - used when additional oversight is desired

4. Foreign Element Provisions: Provisions dealing with foreign assets or beneficiaries - needed for international trusts

5. Charitable Purposes: Specific provisions for charitable trusts - required if trust has charitable elements

6. Letter of Wishes: Non-binding guidance from settlor - useful for discretionary trusts

7. Anti-Money Laundering Compliance: Additional AML provisions - required for large or complex trust structures

Suggested Schedules

1. Schedule 1: Trust Assets: Detailed inventory of initial trust assets and their values

2. Schedule 2: Beneficiary Details: Full details of beneficiaries and their respective interests

3. Schedule 3: Investment Guidelines: Specific investment policies and restrictions

4. Schedule 4: Trustee Remuneration Schedule: Detailed fee structure and payment terms

5. Schedule 5: Administrative Procedures: Operational procedures for trust administration

6. Appendix A: KYC Documentation: Required identification and verification documents

7. Appendix B: Tax Declarations: Relevant tax forms and declarations

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

Banking

Wealth Management

Estate Planning

Investment Management

Legal Services

Family Office Services

Private Banking

Corporate Services

Islamic Finance

Charitable Organizations

Real Estate

Relevant Teams

Legal

Compliance

Wealth Management

Trust Administration

Risk Management

Tax Advisory

Investment Management

Corporate Services

Private Banking

Shariah Advisory

Client Relations

Operations

Relevant Roles

Trust Officer

Legal Counsel

Compliance Officer

Wealth Manager

Financial Advisor

Estate Planner

Trust Administrator

Investment Manager

Risk Manager

Tax Advisor

Company Secretary

Relationship Manager

Private Banker

Corporate Trustee

Shariah Advisor

Trust Account 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

Find the exact document you need

Life Insurance Trust Agreement

A Malaysian law-governed agreement establishing a trust to manage life insurance policies and their proceeds, defining trustee duties and beneficiary rights.

find out more

Trust Agreement For Shares

A Malaysian law-governed agreement establishing a trust arrangement for holding and managing company shares, defining the relationships between settlor, trustee, and beneficiaries.

find out more

Revocable Living Trust Agreement

A Malaysian law-governed trust agreement enabling flexible estate planning and asset management, which can be modified or revoked during the settlor's lifetime.

find out more

Simple Trust Agreement

A Malaysian law-governed agreement establishing a trust relationship for asset transfer and management between settlor, trustees, and beneficiaries.

find out more

Nominee Trust Agreement

A Malaysian law-governed agreement establishing a nominee trust arrangement for holding and managing assets on behalf of beneficial owners.

find out more

Bank Trust Account Agreement

A Malaysian law-governed agreement establishing a trust account relationship between a bank and account holder, detailing operational procedures and regulatory compliance requirements.

find out more

Private Trust Agreement

A Malaysian law-governed agreement establishing a private trust arrangement, defining asset management, trustee duties, and beneficiary rights.

find out more

Deed Of Trust Loan Agreement

A Malaysian law-governed agreement establishing a trust structure for loan arrangements, defining terms and obligations for lenders, borrowers, and trustees.

find out more

Vehicle Trust Agreement

A Malaysian law-governed agreement establishing a trust arrangement for vehicle ownership and management, defining trustee duties and beneficiary rights.

find out more

Living Trust Agreement

A Malaysian law-governed agreement establishing a living trust for asset management and distribution, structured under the Trustees Act 1949.

find out more

Deed Of Trust Agreement

A formal legal document under Malaysian law establishing a trust relationship for asset management and transfer, defining trustee powers and beneficiary interests.

find out more

Land Trust Agreement

A Malaysian legal document establishing a trust relationship for land property management, governed by Malaysian trust and property laws.

find out more

Family Trust Agreement

A legal document establishing a family trust under Malaysian law, governing asset management and distribution for beneficiaries.

find out more

Trust Fund Agreement

A Malaysian law-governed agreement establishing a trust fund, detailing asset management and distribution terms between settlors, trustees, and beneficiaries.

find out more

Loan Receipt Agreement

A Malaysian law-governed agreement documenting loan terms, conditions, and receipt of funds between lender and borrower.

find out more

Collateral Trust Agreement

A Malaysian law-governed agreement establishing a trust arrangement for holding and managing collateral assets on behalf of secured parties in financial transactions.

find out more

Security Trust Agreement

A Malaysian law-governed agreement establishing a trust arrangement for managing security interests on behalf of multiple beneficiaries.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: /our-research
Oops! Something went wrong while submitting the form.

³Ò±ð²Ô¾±±ð’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our for more details and real-time security updates.

Read our Privacy Policy.