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<< endobj /Type /XObject >> /Rect [341.4 515.64 557.4 530.28] /Length 36 /TU (Please check one of the following \(REQUIRED\): Personally known or) endobj /A 364 0 R It's your decision: charity trustees and decision making /MaxLen 2 /Length 112 /0 612.0 /Rect [45.96 334.56 566.04 359.76] /F 4 /MK << << /T ( My commission expires_1) 18 0 obj /DA (/Helv 0 Tf 0 g) >> /PieceInfo << Notarization is required for trusts governed by certain US States\) Use this page when the Notary is in ANY Jurisdiction EXCEPT: \(If Notary is in Colorado, Idaho, Iowa, Michigan, Minnesota, Mississippi, Nebraska, Nevada, South Dakota, Tennessee or Vermont, use page 6\) \(If the Notary is in California, use page 7\) \(If the Notary is in Florida, use page 8\): B\) Agreed and Certified to this: Enter Month) endobj /Type /XObject /CM26 << n Delegating decisions to committees and employees | NCVO /Subtype /Form /AP << EMC /DR << >> /LineHeight 9.625 The same person may be both nominee and custodian. /On 182 0 R /P 137 0 R /Name /Helv The trustee shall exercise reasonable care, skill, and caution in: Subject to the provisions of Articles XVI and XVII, if at any time the Co-Trustees eligible to vote with respect to any discretionary distribution of income or principal shall be evenly divided concerning whether to make a distribution, such distribution shall not be made and the Co-Trustee or Co-Trustees favoring such distribution shall incur no liability therefrom. Decisions There are two quite distinct forms of delegation by trustees: collective delegation and individual delegation. >> >> (4) Tj /Resources << /DA (/Helv 10 Tf 0 g) Pursuant to the provisions of Section 736.1017(6) of the Florida Trust Code, a person who acts in reliance on a certification of trust without knowledge that the representations contained in the certification are incorrect is not liable to any person for so acting and may assume without inquiry the existence of the facts contained in the certification. /TU (day of: \(Enter 2-Digit Day\)) /StructParent 575 >> /Helv 152 0 R /DocumentID /Rect [312.48 469.56 556.56 482.88] endobj /Subtype /Widget >> /ExtGState << /Type /XObject /Type /Annot Such investments or engagements may be made without notice to the qualified beneficiaries of such trust and without application and approval by court order. /TU (Signature of Trustees requiring Notarization: \(All current trustees must sign. /T ( year of) >> /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> endobj /StructParent 610 /T (D-1) /ZaDb 13 0 R 10. /LineHeight 9.625 /MK << << /StructParent 684 /StructParent 598 >> /T ( day of_3) /T (Signature of Trustee_3) Powers and Duties of Trustees Section 3.1 General 6 Section 3.2 Investments 6 Section 3.3 Legal Title 7 Section 3.4 Issuance and Repurchase of Shares 7 Section 3.5 Borrow Money or Utilize Leverage 7 Section 3.6 Delegation; Committees 7 Section 3.7 Collection and Payment 8 Section 3.8 Expenses 8 Section 3.9 By-Laws 8 Section 3.10 Miscellaneous Powers 8 Section 3.11 Further Powers 8 ARTICLE IV Advisory, Management and Distribution Arrangements Section 4.1 Advisory and Management Arrangements 9 Section 4.2 Distribution Arrangements 9 Section 4.3 Parties to Contract 9 ARTICLE V. Selection and Nomination of Trustees While this Plan is in effect, the selection and nomination of persons to be Trustees of the Fund who are not "interested persons" of the Fund ("Disinterested Trustees") shall be committed to the discretion of the incumbent Disinterested Trustees. EMC
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/Rect [322.8 272.88 342.84 287.52] 95 0 obj 227 0 obj Trust Account Users Delegation >> /MK << >> /XObject << /Encoding << >> /Parent 70 0 R /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /PageItemUIDToLocationDataMap << << /OriginalDocumentID /Tx BMC >> endobj << /CropBox [0.0 0.0 612.0 792.0] /FT /Tx /S /JavaScript endobj /DA (/Helv 10 Tf 0 g) endstream 1.0 301.32 371.88] /Ff 8388608 << 210 0 obj << /Ff 29360128 /Type /XObject >> /Thumb 392 0 R Appointment of Portfolio Manager The Trust hereby retains Portfolio Manager to provide the investment services set forth herein and Portfolio Manager agrees to accept such appointment. << /MK << 133 0 obj /Resources << The Trustees shall promptly call a meeting of Shareholders for the purpose of voting upon the question of removal of any Trustee when requested in writing so to do by the record holders of not less than 10 per centum of the outstanding Shares. /MK << This includes: following any specific requirements in the governing /Ff 29360128 1 1 10.48 10.72 re /TU (My commission expires: Enter 2-Digit Month/2-Digit Day/4-Digit Year) /Type /Annot 465 0 R 466 0 R 467 0 R 468 0 R 469 0 R 470 0 R 471 0 R 472 0 R 473 0 R 474 0 R . /F 4 /AP << endobj << << >> /PieceInfo << Oklahoma Trust Act - eForms /P 135 0 R Any revocation, amendment or cancellation is to be made in the same manner as is provided above for making a designation or establishing a plan; provided, however, that no revocation, amendment or cancellation is effective to remove any then acting Designated Representative. /MaxLen 2 /DR << /Rotate 0 Otherwise, trustees are obliged to take advice and then give instructions to a broker for each sale or purchase of an investment. /StructParent 570 f The form of the power must be as set out in s25(6) TA 1925 and must be expressed to be made under s25(5) TA 1925. /FT /Tx /DA (/Helv 10 Tf 0 g) /TU (B\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) >> /StructParent 506 >> /T (US State/Commonwealth or other jurisdiction) /DA (/Helv 10 Tf 0 g) /Subtype /Form endobj stream
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Margin transactions 3 including short sales, uncovered put/call options, spreads, straddles and combinations, whether index or equity: All current trustees must initial those that apply in spaces provided) >>
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Trustee of another trust for the benefit of one (1) or more of the beneficiaries under the same trust instrument or under a different trust instrument. >> >> /DA (/Helv 10 Tf 0 g) 186 0 obj /TU <322E20506C6561736520636F6D706C65746520656974686572203241206F7220324220284F6E6C79206F6E652073656374696F6E2073686F756C6420626520636F6D706C65746564293A2032412E2049662074686520747275737420776173206372656174656420627920612077696C6C2C20746865206465636564656E749073206E616D652069733A> /IDTree 140 0 R << /P 135 0 R /NumberOfPageItemsInPage 2 /F 4 /A 289 0 R endobj 316 0 obj /Subtype /XML /Type /Annot /Type /Annot endobj >> /FT /Tx 341 0 obj 0 0 12.48 12.72 re Notwithstanding any provision of this trust instrument to the contrary, with respect to each trust created under this trust instrument, the Trustee may provide the accountings and notices to be given by the Trustee pursuant to the provisions of Section 15.23 of this Article to the holder of a power of appointment of trust principal, whether a 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the outstanding Shares, shall apply to the Trustees in writing, stating that they wish to communicate with other Shareholders with a view to obtaining signatures to a request for a meeting pursuant to this Section and accompanied by a form of communication and request which they wish to transmit, the Trustees shall within five business days after receipt of such application either (a) afford to such applicants access to a list of the names and addresses of all Shareholders as recorded on the books of the Trust; or (b) inform such applicants as to the approximate number of Shareholders of record, and the approximate cost of transmitting to them the proposed communication and form of request. >> /TU (Grantor Name 2: Country of Residency \(if other than USA\)) /ZaDb 13 0 R 2.4362 3.3161 Td /Subtype /Form >> /D << /Resources << /Font << stream
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>> /DA (/Helv 10 Tf 0 g) In the event of the death, resignation, refusal, failure or inability of any person to act as Designated Representative of any trust, the successor Designated Representative shall be such one (1) or more persons or a Business Entity, or any combination thereof, designated by name or appointed in accordance with a plan of successor Designated Representatives established by the following persons, in the order named: provided, however, that any such designation or plan shall be effective only to supplement and not to contravene any previous designation or plan which has not been revoked or cancelled pursuant to the provisions of this subsection, or any subsequent plan established by a person in a prior position on the above list. /O /Layout /FT /Btn >> q /S /JavaScript /Font << /Font << /ZaDb 558 0 R /Subtype /Form /Rect [59.28 148.68 161.28 165.36] /P 137 0 R /brokenbar 168 /dieresis /copyright /ordfeminine 172 /logicalnot /.notdef /registered /macron >> The rules for charitable trusts are more restrictive in that no function is delegable unless expressly set out in s11(3) TA 2000. /O /Layout 236 0 obj 346 0 obj /DA (/Helv 0 Tf 0 g) 42 0 obj /Matrix [1 0 0 1 0 0] >> /Bl 335 0 R /ArtBox [0.0 0.0 612.0 792.0] /T (Margin transactions including short sales uncovered putcall options spreads straddles and combinations whether index or equity04) /T ( year of) endobj /MediaBox [0.0 0.0 612.0 792.0] /On 353 0 R >> /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Encoding << >> /FT /Tx /FT /Tx /JS (SyncCheckboxes\(event.target\);) 325 0 obj 115 0 obj >> /Parent 70 0 R endobj /Font << /JS (SyncCheckboxes\(event.target\);) 14 0 obj /ProcSet [/PDF /Text] 218 0 obj Delegation of Authority << /T1_0 382 0 R 265 0 obj /StartIndent 15.25 Q /TU (A\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) /TU (20: Enter the last 2-Digits of Year) endobj /Resources << /Type /Annot endobj /AP << /StructParent 482 >> >> /Resources << /Resources << endobj /StructParent 534 >> >> endobj /CM18 << >> 268 0 R 239 0 R 272 0 R 86 0 R 245 0 R 87 0 R 123 0 R 246 0 R] /MK << /DA (/Helv 10 Tf 0 g) /TU (Signature of Trustee) EMC /Type /XObject /ProcSet [/PDF /Text] /MaxLen 5 /FT /Sig >> /Bl 285 0 R >> /Subtype /Form endobj endobj >> /N 149 0 R >> endobj /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /P 136 0 R 237 0 obj 285 0 obj 1 1 10.48 10.72 re /Type /Annot /Type /Annot Collective delegation is where trustees delegate certain functions, as a collective body, to agents. Purpose of Trust and Intent of Settlor Regarding Trust Modification. << Web(1) A trustee may delegate duties and powers that a prudent trustee of comparable skills could properly delegate under the circumstances. /odieresis /divide /oslash /ugrave /uacute /ucircumflex /udieresis /yacute /thorn /ydieresis] /CM6 << /Type /Annot /LastModified /florin /fraction /guilsinglleft /guilsinglright /minus /perthousand /quotedblbase /quotedblleft /quotedblright /quoteleft >> /F 4 >> H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w
/Filter /FlateDecode >> /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Rotate 0 /ZaDb 13 0 R 1.0 301.32 371.88] If the Commission shall enter an order refusing to sustain any of the objections specified in the written statement so filed, or if, after the entry of an order sustaining one or more of such objections, the Commission shall find, after notice and opportunity for hearing, that all objections so sustained have been met, and shall enter an order so declaring, the Trustees shall transmit copies of such material to all Shareholders with reasonable promptness after the entry of such order and the renewal of such tender. /DR << /PageUIDList << /S /JavaScript /Font << /StructParent 418 /Resources << endobj /Subtype /Widget << /N 527 0 R ET /Ff 8388608 /Type /Annot /Ff 8388608 endstream << /Type /XObject /NumberofPages 1 364 0 obj /On 332 0 R /T ( On) >> /MK << /Rect [54.0 522.6 391.8 538.08] >> /ColorSpace << >> /PageWidthList << >> /FormType 1 /StructParent 535 /Type /Annot >> /Type /Annot /Matrix [1 0 0 1 0 0] 162 0 obj >> /Ff 8388608 /DisplayDocTitle true >> /Ff 29360128 /MaxLen 3 /P 135 0 R /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] Its the Trustees Burden: Can It Be Delegated? - Lexology /P 134 0 R /T (Signature of Trustee_9) /ZaDb 8.9925 Tf endobj endobj /DA (/Helv 0 Tf 0 g) >> << /On 357 0 R >> >> /FT /Tx >> 122 0 obj /StructParent 728 /Subtype /Widget /JS (SyncCheckboxes\(event.target\);) << /Subtype /Form /0 [1.0 0.0 0.0 1.0 0.0 0.0] /MK << << 455 0 R 456 0 R 457 0 R 458 0 R 459 0 R 460 0 R 461 0 R 462 0 R 463 0 R 464 0 R /Subtype /Form 736.0802(2)(a), the Settlor directs that, notwithstanding these conflicts the Trustee may: (a) participate in the exercise of any and all rights and powers granted the Trustee with respect to the trust estate; (b) the exercise any and all rights and powers with the respect to the retention, continuation, termination or disposition of any business entity in which the trust holds an interest regardless of the fact that the Trustee is a fiduciary or owns interests in the same business entity; and, (c) make loans to, receive loans from, sell, purchase or exchange assets in a transaction with (i) the Personal Representative of the Settlors estate and any trust settled by the Settlor, (ii) any one (1) or more persons related to the Settlor, and/or (iii) the Trustee as fiduciary of any other trust or estate. 2, Transactions With the Trustees Relatives and Affiliates. /1 [5966.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 /TU (D\) Agreed and Certified to this year of: Enter 4-Digit Year) /Subtype /Form /FT /Tx 736.0802(5). /MK << /MK << 0 0 12.48 12.72 re /T1_1 383 0 R /Type /Annot /OriginalDocumentID /Type /Annot /JS (SyncCheckboxes\(event.target\);) << /DA (/Helv 10 Tf 0 g) /D [129 0 R /Fit] 291 0 obj /DA (/Helv 10 Tf 0 g) 331 0 obj >> n /T1_1 384 0 R << /Helv 157 0 R /Type /XObject
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