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Trustee Fee Agreement

Trustee Fee Agreement Template for India

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Key Requirements PROMPT example:

Trustee Fee Agreement

"I need a Trustee Fee Agreement for a corporate trustee managing a family trust in Mumbai, with a tiered fee structure based on assets under management and additional fees for extraordinary services, to commence from March 1, 2025."

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Document background
The Trustee Fee Agreement is a fundamental document used in Indian trust administration to formalize the financial arrangement between trustees and trusts/settlors. This agreement becomes necessary whenever a trustee (whether individual or corporate) is appointed to manage trust assets and requires clear documentation of their compensation structure. The document, governed by Indian law and particularly the Indian Trusts Act, 1882, typically includes detailed fee schedules, payment terms, service scope, and performance metrics. It's essential for establishing transparent financial terms, preventing future disputes, and ensuring compliance with Indian trust and tax regulations. The agreement should be customized based on the trust's size, complexity, and specific requirements while maintaining alignment with Indian legal requirements for trustee compensation.
Suggested Sections

1. Parties: Identifies and defines the parties to the agreement - typically the settlor/trust and the trustee

2. Background: Provides context about the trust arrangement and the need for trustee services

3. Definitions: Defines key terms used throughout the agreement

4. Appointment and Acceptance: Formal appointment of the trustee and their acceptance of the role

5. Scope of Services: Detailed description of the trustee's duties and responsibilities

6. Fee Structure: Details of the basic fee arrangement, including base fees and payment terms

7. Payment Terms: Specifics about timing, method, and currency of fee payments

8. Term and Termination: Duration of the agreement and conditions for termination

9. Confidentiality: Obligations regarding confidential information

10. Indemnification: Provisions for indemnifying the trustee for actions taken in good faith

11. Governing Law: Specifies Indian law as governing law and jurisdiction

12. Dispute Resolution: Process for resolving disputes between parties

13. Notices: How formal communications between parties should be made

14. General Provisions: Standard boilerplate clauses including severability, entire agreement, etc.

Optional Sections

1. Additional Services: Used when trustee may provide extra services beyond standard duties

2. Performance Metrics: Include when fee structure is tied to specific performance criteria

3. Co-Trustee Provisions: Required when multiple trustees are involved

4. Delegation Authority: Include when trustee needs specific powers to delegate certain duties

5. Insurance Requirements: Used when specific insurance coverage is required for the trustee

6. Compliance Requirements: Include for trusts with specific regulatory compliance needs

7. Force Majeure: Include when needed to address potential extraordinary circumstances

8. Succession Planning: Used when specific provisions for trustee succession are required

Suggested Schedules

1. Schedule A - Fee Schedule: Detailed breakdown of all fees, including base fees, additional fees, and calculation methods

2. Schedule B - Services Description: Comprehensive list of trustee services and responsibilities

3. Schedule C - Performance Metrics: If applicable, detailed criteria for performance-based fees

4. Schedule D - Authorized Representatives: List of authorized persons who can act on behalf of each party

5. Appendix 1 - Trust Deed Reference: Key provisions from the trust deed relevant to trustee duties and fees

6. Appendix 2 - Compliance Requirements: Specific regulatory and compliance requirements applicable to the trust

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 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

Asset Management

Banking

Wealth Management

Real Estate

Private Equity

Family Office Services

Corporate Services

Investment Management

Trust Services

Relevant Teams

Legal

Compliance

Finance

Trust Administration

Wealth Management

Corporate Services

Risk Management

Operations

Account Management

Company Secretarial

Relevant Roles

Trust Manager

Trustee

Trust Administrator

Legal Counsel

Compliance Officer

Finance Director

Trust Operations Manager

Wealth Manager

Corporate Trustee

Trust Services Director

Financial Controller

Risk Manager

Company Secretary

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

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