/Parent 71 0 R /GS0 378 0 R /Rect [112.56 71.88 203.88 87.24] /F 4 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or plan shall be effective only to supplement and not to contravene any previous designation or plan which has not been revoked or cancelled pursuant to the provisions of this subsection, or any subsequent plan established by a person in a prior position on the above list. /Subtype /Widget /StructParent 517 /Subtype /Widget 41 0 obj /F 4 /StructParent 458 /DA (/Helv 0 Tf 0 g) /F 4 /P 131 0 R /Tx BMC /TU (My commission expires: Enter 2-Digit Month/2-Digit Day/4-Digit Year) /Rect [158.934 541.884 266.934 555.204] /Type /XObject << ET Broadly, these restrictions prevent trustees from handing over to agents decisions that affect the entitlement of beneficiaries to the trust fund and from delegating their own powers of delegation. /TU (D\) Agreed and Certified to this year of: Enter 4-Digit Year) /StructParent 446 /Names 4 0 R /Rect [292.862 399.025 420.902 413.785] >> /Subtype /Form /Type /Annot /Type /Page /Length 36 /PDFDocEncoding 151 0 R /0 5387 87 0 obj >> >> >> >> /Tx BMC << >> /Matrix [1 0 0 1 0 0] /T ( day of_1) /Resources << /Subtype /Widget /Type /Font /F 4 Pursuant to the provisions of Section 736.1017(2) of the Florida Trust Code, a certification of trust may be signed by any Trustee. /DA (/Helv 0 Tf 0 g) /T (F-1) /TU (Signature of Notary Public) >> n /TU (Signature of Trustee) /ProcSet [/PDF /Text] /TU (My commission expires: Enter 2-Digit Month/2-Digit Day/4-Digit Year) /P 131 0 R /T (Signature of Notary Public_7) /TU (Grantor Name 1: Date of Birth including 2-Digit Month/2-Digit Day/4-Digit Year) endobj /FormType 1 /T1_0 382 0 R endobj This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. /Filter /FlateDecode 305 0 obj >> /T ( day of) /Resources << >> 297 0 obj /FT /Tx /CM4 << endobj /FT /Tx /StructParent 734 >> endobj >> Margin transactions 3 including short sales: All current trustees must initial those that apply in spaces provided:) << /Subtype /Widget /T ( Print Name of Notary Public_2) /T (Signature of Notary Public_5) >> f /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] << /T (B-1) Q stream
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/Type /Annot /Subtype /Widget Trustee Certifcation Form - Merrill 0.749023 g The appointee must be in a business, which includes acting as a nominee/custodian, a corporate body controlled by the trustees or a solicitors nominee company (recognised under section 9Administration of Justice Act 1985). endstream /MK << /F 4 BT << /F 4 /Rect [83.76 296.16 291.72 309.48] /Subtype /Widget /Length 92 /StructParent 537 /MK << >> /AP << /FT /Tx q H,=@DSfG+;E#X/L1y+TJjj/($_g
\_o;f#}FlCiawW a0
188 0 obj /Parent 72 0 R /F 4 << 54 0 obj /Subtype /Form >> f 445 0 R 446 0 R 447 0 R 448 0 R 449 0 R 450 0 R 451 0 R 452 0 R 453 0 R 454 0 R /TU (Notary Page for California Acknowledgement: A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document: State of California, County of \(Enter County\)) /Matrix [1 0 0 1 0 0] The powers granted to the Designated Representative in this subsection are granted to the Designated Representative individually, not in a fiduciary capacity, and the Designated Representative shall not be liable to the beneficiary whose interests are represented, or to anyone claiming through that beneficiary, for any actions or omissions to act made in good faith. /MK << /F 4 /Type /Annot << >> 363 0 obj /F 4 /TU (Please check one of the following \(REQUIRED\): Personally known or) endobj /F 4 /Subtype /Widget >> << /FormType 1 W /MaxLen 2 340 0 obj /AP << /TU (9B. 1.0 301.32 371.88] /Subtype /Form /FT /Tx << /Parent 70 0 R /Name /ZaDb /Subtype /Widget /AP << /SpaceAfter 41.875 << /S /JavaScript WebA delegation agreement is a written document that outlines the responsibilities and rights of both parties involved in the contract. 227 0 R 205 0 R 235 0 R 207 0 R 208 0 R 209 0 R 210 0 R 230 0 R 211 0 R 90 0 R >> >> /TU (Grantor Name 2: Country of Residency \(if other than USA\)) /ProcSet [/PDF /Text] WebThe board makes sure that its decision-making processes are informed, rigorous and timely, and that effective delegation, control and risk-assessment, and management systems are set up and monitored. /Type /XObject /Length 12 /MK << /Subtype /Form 0.749023 g /FormType 1 /ZaDb 555 0 R /AP << /P 129 0 R /FormType 1 The drafter could consider language similar to the following with respect to employment of agents: (n) to employ persons, including, but not limited to, attorneys, accountants, investment advisors, or agents, even if they are the Trustee, an affiliate of the Trustee, or otherwise associated with the Trustee, to advise or assist the Trustee in the exercise of any of the Trustees powers and to pay reasonable compensation and costs incurred in connection with such employment from the assets of the trust; to act without independent investigation on their recommendations; and, instead of acting personally, to employ one or more agents to perform any act of administration, whether or not discretionary; and to do all of the foregoing without notice to the qualified beneficiaries of such trust. /Ff 8388608 /Font << Language similar to the following could be considered to authorize double fees: Compensation and Expenses. /ProcSet [/PDF] /On 186 0 R /FormType 1 /Subtype /Widget /T (MLPFS Account01_2) endobj /Tx BMC /N 525 0 R /MK << /Type /Annot /Font << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /PieceInfo << endobj >> << /Type /Annot /Bl 360 0 R /P 134 0 R /DA (/Helv 10 Tf 0 g) 203 0 obj /MaxLen 2 8. /ProcSet [/PDF /Text] /Ff 8388608 /TU (this: \(Enter Month\)) /Resources << endobj If at any time any trust created under this trust instrument is, in the sole judgment of the Trustee, of the aggregate principal value of One Hundred Thousand Dollars ($100,000.00) or less, or if the Trustees compensation for services rendered exceeds fifty percent (50%) of the net income of the trust, the Trustee (other than a Restricted Trustee) may, but need not, terminate the trust and distribute the trust estate to the beneficiary or beneficiaries then receiving or entitled to receive the net income from the trust, in proportionate shares. >> >> stream
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/TU (MLPF&S Account #1 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /F 4 /Filter /FlateDecode /P 135 0 R 213 0 obj /Off 356 0 R 336 0 obj WebAll delegations of authority must be in writing and delegators should use this form (insert link to form here) to make a proper delegation according to the policy. /Encoding << /SpaceAfter 9 >> /Rect [54.2872 241.771 66.7673 254.491] BT >> >> /ProcSet [/PDF] endobj /Ff 29360128 /TextIndent -15.25 /F 4 This acknowledgement may not be used by California Notaries. /On 298 0 R /StructParents 502 /MK << /MK << endobj ET /Ff 8388608 /FT /Tx /T ( Agreed and Certified to this_1) 239 0 obj >> /Rect [111.6 598.32 202.8 613.68] 321 0 obj As used in this subsection, the term affiliate shall have the meaning ascribed to such term in F.S. /FormType 1 /FT /Tx /Ff 8388608 /Encoding << /ProcSet [/PDF] /Off 336 0 R >> /Type /Annot /N << >> >> The /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /JS (SyncCheckboxes\(event.target\);) /On 293 0 R >> /T (Margin transactions including short sales uncovered putcall options spreads straddles and combinations whether index or equity01) 351 0 obj << >> /MK << endobj /F 4 /P 136 0 R Signature Authorization Letter /DR << >> >> /F 4 /StructParent 603 /PageItemUIDToLocationDataMap << /D << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /D << /quoteright /quotesinglbase /trademark /fi /fl /Lslash /OE /Scaron /Ydieresis /Zcaron /MK << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /StructParents 669 /BBox [0.0 0.0 12.48 12.72] /F 4 /P 134 0 R >> >> /P 133 0 R /CM38 << /Type /Annot /Last 388 0 R 0 0 9.36 9.48 re >> /FT /Tx << /Rect [170.16 272.88 310.2 287.52] << /Resources << /Off 301 0 R /Type /Encoding Q /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /FT /Tx endstream /S /JavaScript >> << /JS (SyncCheckboxes\(event.target\);) /Subtype /Widget The trustee remains liable for the acts and defaults of the donee as if they were the acts or defaults of the donor. >> endobj /T (MLPFS Account01_4) /P 129 0 R /Font << >> /StructParent 595 /DA (/Helv 10 Tf 0 g) >> /MaxLen 3 /T1_2 384 0 R /S /JavaScript /DA (/Helv 10 Tf 0 g) f /TU (9A. /ProcSet [/PDF] /FT /Tx endobj /Subtype /Widget /T1_1 384 0 R /P 129 0 R /Ff 8388608 /Ff 8388608 /BBox [0 0 424.08 14.64] /A 289 0 R >> /Type /Annot /StructParent 733 /Rect [341.4 212.04 557.4 225.36] The Trustee, without court approval, may amend this subsection in order to change the jurisdiction whose law governs the administration of any trust created under this trust instrument and may amend any other provision of this trust instrument for the purpose of qualifying any trust under this trust instrument to be governed by the law of another jurisdiction. /Encoding << /BBox [0.0 0.0 12.48 12.72] /P 136 0 R >> /F 4 /Length 116 /StructParent 536 /Font << 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 /MK << 88 0 R 81 0 R 82 0 R 83 0 R 89 0 R 84 0 R 122 0 R 85 0 R 195 0 R 196 0 R /Subtype /Widget >> Q /DA (/Helv 10 Tf 0 g) /FT /Btn endobj << /StructParent 572 >> /DA (/Helv 10 Tf 0 g) 245 0 obj /CM2 << >> /P 137 0 R /F 4 endobj << /StructParent 461 /Type /Annot 2.4362 3.3161 Td /Rect [312.48 173.76 556.56 188.4] /Subtype /Widget /ZaDb 8.9925 Tf /F 4 /Oslash /Ugrave /Uacute /Ucircumflex /Udieresis /Yacute /Thorn /germandbls /agrave /aacute << 317 0 obj /Matrix [1 0 0 1 0 0] 1 1 10.48 10.72 re endobj /O /Layout 97 0 obj /Type /XObject >> /T1_1 384 0 R /PieceInfo << /FT /Tx >> /Rect [482.88 285.6 495.36 298.32] /StructParent 579 >> /Subtype /Type1 /Subtype /Widget /D << /InDesign << endobj >> >> H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w
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/P 131 0 R >> . /DA (/Helv 0 Tf 0 g) /T (Signature of Trustee_12) >> << endobj /T (MLPFS Account02_1) /DocumentID /PageWidthList << (v) Method of Appointing Successor Designated Representatives. /CM37 << /F 4 /PDFDocEncoding 151 0 R endobj 230 0 obj /AP << stream
>> /DR << /Ff 8388608 Delegation /JS (SyncCheckboxes\(event.target\);) 248 0 obj /BaseFont /Helvetica 2.4362 3.3161 Td 0.749023 g /FormType 1 >> /BBox [0.0 0.0 100.0 100.0] /Subtype /Form /FT /Tx /Parent 7 0 R endobj /Off 296 0 R W With respect to each trust created under this trust instrument, the Trustee may renounce any interest or expectancy of the trust in any one (1) or more business opportunities presented to the Trustee and the Trustee is not prohibited from participating in these business opportunities as a result of such renunciation. 4. /StructParent 702 /FT /Tx CERTIFICATION OF TRUST /Rotate 0 Q /StructParent 739 /StructParent 567 265 0 obj f /0 612.0 endobj /Bl 315 0 R /Subtype /Widget /Subtype /Widget /BaseFont /Helvetica /Resources << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Type /Encoding << /Subtype /Form RCW 11.98.071: Trustee's delegation of duties. - Washington 2.4362 3.3161 Td >> /Subtype /Form /LastModified 2.4362 3.3161 Td 287 0 obj /AP << /MK << endobj /Resources << q /DR << If a fiduciary participates in the decision to invest in any investment instrument (as defined in FS 660.25) owned or controlled by the fiduciary or an affiliate of the fiduciary or to engage any affiliate of the fiduciary to render services to the trust, the fiduciary shall credit against the compensation the fiduciary may otherwise be entitled pursuant to the provisions of this Section the amount of all fees, compensation or commissions paid from the trust estate to the fiduciary or an affiliate of the fiduciary for investing in those investment instruments or for rendering those services. 8. WebAs the chief executive officer of the University, the President has general direction, control, and supervision over the operations of the University. >> /N 523 0 R >> >> >> >> /Ff 8388608 q /DA (/Helv 10 Tf 0 g) << >> /Matrix [1 0 0 1 0 0] /BBox [0.0 0.0 12.48 12.72] /Helv 152 0 R endobj /Subtype /Widget >> >> /BBox [0.0 0.0 12.48 12.72] << /ZaDb 5.6414 Tf /BBox [0 0 424.08 18.12] >> /MK << /MK << /FT /Tx /BBox [0.0 0.0 12.48 12.72] /FT /Tx /ZaDb 519 0 R /Parent 70 0 R /Contents 389 0 R >> stream
/MK << The Settlor appreciates that, do to changing circumstances, it may at some point in the future be desirable from the perspective of a beneficiary to seek the amendment of this trust instrument. /Subtype /Form /Ff 29360128 Situational Leadership endstream >> WebThe trustees can delegate decisions to committees, though these committees must have at least two members, one of whom needs to be a trustee. /BBox [0.0 0.0 12.48 12.72] /FT /Tx >> >> /F 4 /CS0 [/ICCBased 377 0 R] /T ( Agreed and Certified to this_3) /Helv 152 0 R /ProcSet [/PDF /Text] /degree /plusminus /twosuperior /threesuperior /acute /mu 183 /periodcentered /cedilla /onesuperior /Type /Annot endobj /FT /Tx /P 135 0 R /BleedBox [0.0 0.0 612.0 792.0] /FT /Btn
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>> >> >> >> /Resources << /StructParent 457 66 0 obj /ProcSet [/PDF /Text] << >> /T ( day of_4) Barriers to effective delegation 2) Describe the principles of delegation 3) Prevent reverse delegation Delegation The sharing of authority, responsibility and accountability between two or more people. /Encoding << >> /Ff 8388608 /FormType 1 /Resources << >> /Name /Cour /Off 291 0 R << /P 134 0 R 1 1 7.36 7.48 re << /T (For trusts with more than one trustee only02) Removal of Trustees No natural person shall serve as Trustee after the holders of record of not less than two-thirds of the outstanding Shares have declared that such Trustee be removed from that office either by declaration in writing filed with the Trust's custodian or by votes cast in person or by proxy at a meeting called for the purpose. endobj stream
>> /Subtype /Widget /T1_3 383 0 R /FT /Sig This form should be completed if the statutory trustee of a trust account established and maintained pursuant to Business and /DR << /0 612.0 >> /AA << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] << /Subtype /Widget /F 4 >>
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125 0 R 126 0 R 127 0 R] /PDFDocEncoding 151 0 R 357 0 obj >> Additional filters are available in search. >> /Resources << /Subtype /Widget /Subtype /Widget >> << /F 4 /FT /Sig /Fm0 385 0 R (4) Tj /F 4 /CS0 [/ICCBased 377 0 R] The same person may be both nominee and custodian. >> endobj /JS (SyncCheckboxes\(event.target\);) /Filter /FlateDecode /ProcSet [/PDF /Text] /Subtype /Widget /TU (3. >> 318 0 obj /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /1 [2433.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 q /LineHeight 9.625 /FT /Sig /MK << /Ff 8388608 /StructParent 535 /Ff 8388608 endstream << /Rect [298.32 148.68 400.32 165.36] /Rect [409.92 71.88 463.08 87.24] endobj /PageTransformationMatrixList << /Ff 8388608 /D << /AP << /MK << /F 4 endobj /Resources << /AS /Off /DA (/Helv 10 Tf 0 g) /Rect [135.96 655.68 560.04 669] >> /StructParent 611 /BBox [0.0 0.0 12.48 12.72] /FT /Tx >> >> /Resources << 116 0 obj /Font << /S /JavaScript /BBox [0.0 0.0 12.48 12.72] /Type /XObject endstream /Type /Annot /AP << /Tx BMC 2 Tami F. Conetta, Settlor, May I? << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> /DR << /Subtype /Widget /F 4 /T (MLPFS Account01) /P 134 0 R /StructParent 443 TIAA Brokerage Trustee Certification of /MaxLen 2 >> endobj /F 4 /ExtGState << >> 6. /FT /Tx /BBox [0.0 0.0 12.48 12.72] /ProcSet [/PDF] /Rect [218.64 95.76 228.0 105.24] /OriginalDocumentID /AA << >> 344 0 obj /Subtype /Widget endobj >> The removal of any trustee shall not become effective unless the Borrower has given its prior written consent thereto and there remains a trustee hereof (being a trust corporation) in office after such removal. Who /T ( My commission expires) /Resources << >> /Type /Annot /ProcSet [/PDF /Text] /Rect [450.702 699.109 558.702 713.869] >> /Subtype /Form endobj /FormType 1 /Resources << endstream /TU (A\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) 311 0 obj /LineHeight 9.625 >> >> /GS1 380 0 R 8.6597 TL /Rect [159.12 674.64 267.12 687.96] /PieceInfo << >> /T ( If the trust was created by a will the decedents name is) Trustees may delegate tasks (in other words, they may execute decisions already taken by the board of trustees), but they are still required to make decisions and exercise discretionary powers personally and independently, without the /P 135 0 R /Bl 300 0 R /StructParent 508 >> WebPart 2. /S /JavaScript 292 0 obj /Parent 50 0 R Q /PageUIDList << /CM22 << /ProcSet [/PDF] /P 135 0 R >> >> >> >> << /F 4 /P 134 0 R /Type /Annot 16 0 obj >> endobj endobj endstream /T (E-2) BT /odieresis /divide /oslash /ugrave /uacute /ucircumflex /udieresis /yacute /thorn /ydieresis] /0 6599 /Off 286 0 R /F 4 /F 4 /Parent 71 0 R /MK << >> /Subtype /Widget >> >> 255 0 obj /FormType 1 BT /Resources << 291 0 obj Under Trustee Act 2000 (TA 2000), trustees are given wide ranging powers to authorise any person to exercise any or all of their delegable functions as their agent (s11(1) TA 2000). /P 134 0 R << /F 4 /FT /Tx >> /F 4 >> /CropBox [0.0 0.0 612.0 792.0] endobj >> /DA (/Helv 10 Tf 0 g) >> endobj Q >> During any period or periods that no Designated Representative is acting with respect to the trust, the Trustee shall provide the accountings and notices to be given by the Trustee pursuant to the provisions of Section 15.23 of this Article, to the qualified beneficiaries of the trust. endobj endobj >> /Matrix [1 0 0 1 0 0] << /ProcSet [/PDF] /Resources << /N 144 0 R >> /PageItemUIDToLocationDataMap << >> /FormType 1 /S /GoTo /Adieresis /Aring /AE /Ccedilla /Egrave /Eacute /Ecircumflex /Edieresis /Igrave /Iacute /Type /XObject /MK << >> /MK << stream
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/MK << There are certain conditions (set out in s15 TA 2000) to such delegation to an investment manager: a) the terms must be in writing or evidenced in writing; b) the trustees must provide a written policy statement: and c) the investment manager must confirm that he will comply with the policy statement. /AA << /Subtype /Widget /Ff 8388608 /FormType 1 /Parent 71 0 R stream
/F 4 The holder of the power may, at any time or from time to time, revoke any designation made, or amend or cancel any plan established either by the holder of the power, by a person in a lower position on the list contained in subsection 15.24(b)(iv) of this Article or by a predecessor Designated Representative. /Ff 8388608 72 0 obj /JS (SyncCheckboxes\(event.target\);) /MaxLen 5 /P 131 0 R /ZaDb 13 0 R /JS (SyncCheckboxes\(event.target\);) /AP << /FT /Tx /T (MLPFS Account03_5) /0 [1.0 0.0 0.0 1.0 0.0 0.0] 326 0 obj 197 0 R 20 0 R 240 0 R 241 0 R 242 0 R 248 0 R 243 0 R 244 0 R 21 0 R 80 0 R /StructParent 418 361 0 obj endstream 125 0 obj endobj /LastModified >> /MaxLen 4 << /P 137 0 R /Rect [450.414 541.884 558.414 555.204] /Font << /Subtype /Widget stream
/CM31 << 42 0 obj 285 0 obj /T (MLPFS Account03_1) California Notaries are to use the attached acknowledgement or the Notarial Acknowledgement available on the California Secretary of State website: State of \(Enter State\)) /A 386 0 R /Type /Annot
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