Hybrid Trust
Hybrid Trust
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Combines features of discretionary and unit trusts, providing both fixed entitlements and flexible distribution powers, ideal for complex investment and tax structures.
The document package for a Hybrid Trust includes:
- the Trust Deed
- Consent to act as Trustee (and related minutes if the trustee is a company)
- Application for Units
- Unit Certificate(s)
- Register of Unit Holders
- Register of Units Issued
- Register of Units Transferred
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