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Investment Trust Contract

Investment Trust Contract Template for Nigeria

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Key Requirements PROMPT example:

Investment Trust Contract

"I need an Investment Trust Contract for a Shariah-compliant real estate investment trust to be established by March 2025, which will invest in commercial properties across Nigeria with a minimum investment threshold of ���500 million per investor."

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Document background
The Investment Trust Contract is a crucial document used in Nigeria when establishing a professional investment management structure. It creates a legal framework where assets are held and managed by trustees for the benefit of designated beneficiaries, in compliance with Nigerian investment laws and SEC regulations. The contract is particularly relevant for institutional investors, high-net-worth individuals, and corporate entities seeking to establish structured investment vehicles. It encompasses all essential elements required by Nigerian law, including trustee appointments, investment powers, risk management protocols, and beneficiary rights. The document is designed to provide clarity on governance structure, investment objectives, and distribution policies while ensuring compliance with local regulatory requirements and international best practices.
Suggested Sections

1. Parties: Identifies the Settlor(s), Trustee(s), and Beneficiaries of the investment trust

2. Background: Outlines the context and purpose for establishing the investment trust

3. Definitions: Defines key terms used throughout the agreement

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

5. Investment Objectives: Clearly stated investment goals and strategy of the trust

6. Powers and Duties of Trustees: Comprehensive outline of trustees' authority and responsibilities

7. Investment Restrictions: Specific limitations on investment activities and prohibited transactions

8. Risk Management: Framework for identifying, assessing, and managing investment risks

9. Distribution Policy: Rules governing the distribution of income and capital to beneficiaries

10. Fees and Expenses: Structure of management fees, administrative costs, and other expenses

11. Reporting Requirements: Obligations for financial reporting and disclosure to beneficiaries

12. Amendment Provisions: Procedures for modifying the trust deed

13. Termination: Circumstances and procedures for trust termination

14. Governing Law: Specification of Nigerian law as governing law and jurisdiction

Optional Sections

1. Foreign Investment Provisions: Required when trust includes international investments or foreign currency transactions

2. Shariah Compliance: Include when trust needs to comply with Islamic financial principles

3. Environmental, Social and Governance (ESG) Framework: Include when trust has specific ESG investment requirements

4. Multiple Classes of Units: Required when trust offers different classes of investment units

5. Sub-Trust Provisions: Include when structure allows for creation of sub-trusts

6. Special Investment Powers: Required for specific investment types like derivatives or private equity

7. Co-Trustee Provisions: Include when multiple trustees are appointed with specific roles

Suggested Schedules

1. Schedule 1 - Initial Trust Property: Detailed list of initial assets transferred to the trust

2. Schedule 2 - Investment Guidelines: Specific investment criteria, allocation limits, and permitted investments

3. Schedule 3 - Fee Structure: Detailed breakdown of all fees, charges, and computation methods

4. Schedule 4 - Valuation Rules: Methodology for valuing trust assets and units

5. Schedule 5 - Distribution Rules: Detailed procedures for calculating and making distributions

6. Schedule 6 - Beneficiary Rights: Specific rights and entitlements of different beneficiary classes

7. Appendix A - KYC Requirements: Required documentation and verification procedures for beneficiaries

8. Appendix B - Reporting Templates: Standard formats for periodic reports and disclosures

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

Investment Management

Banking

Asset Management

Wealth Management

Private Equity

Real Estate Investment

Pension Fund Management

Insurance

Corporate Finance

Family Office Services

Islamic Finance

Relevant Teams

Legal

Compliance

Risk Management

Investment Management

Operations

Finance

Corporate Governance

Wealth Management

Client Relations

Fund Administration

Portfolio Management

Relevant Roles

Investment Manager

Trust Officer

Compliance Officer

Legal Counsel

Risk Manager

Portfolio Manager

Fund Administrator

Investment Analyst

Wealth Manager

Corporate Trustee

Financial Advisor

Director of Operations

Chief Investment Officer

Chief Financial Officer

Company Secretary

Relationship 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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