The Share Trust Agreement is a sophisticated legal instrument used in the Philippines when there is a need to separate the legal and beneficial ownership of corporate shares. This arrangement is particularly valuable in scenarios involving estate planning, corporate restructuring, employee share schemes, or compliance with foreign ownership restrictions under Philippine law. The agreement meticulously details the transfer of shares to a trustee, who holds and manages them for the benefit of specified beneficiaries, while ensuring compliance with the Civil Code of the Philippines, Securities Regulation Code, and BSP regulations. The document is essential for businesses seeking to establish clear governance structures, protect beneficiary interests, and maintain regulatory compliance while facilitating efficient share management and ownership arrangements.
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1. Parties: Identifies the Settlor (share owner), Trustee, and Beneficiaries
2. Background: Explains the context and purpose of the trust arrangement
3. Definitions: Defines key terms used throughout the agreement
4. Declaration of Trust: Formal establishment of the trust and transfer of shares to the trustee
5. Trust Property: Detailed description of the shares being placed in trust
6. Powers and Duties of Trustee: Comprehensive list of trustee's authorities and responsibilities
7. Rights and Obligations of Settlor: Defines what rights the settlor retains and their ongoing obligations
8. Beneficiary Rights: Specifies the rights and entitlements of the beneficiaries
9. Distribution of Income and Capital: Rules for distributing dividends and other benefits from the shares
10. Voting Rights: Specifies how voting rights attached to the shares will be exercised
11. Duration and Termination: Terms for the trust period and conditions for termination
12. Trustee Compensation: Details of fees and expenses payable to the trustee
13. Liability and Indemnification: Limits of trustee liability and indemnification provisions
14. Governing Law and Jurisdiction: Specifies Philippine law as governing law and jurisdiction for disputes
15. Miscellaneous Provisions: Standard boilerplate clauses including notices, amendments, and severability
1. Foreign Ownership Compliance: Required when shares are subject to foreign ownership restrictions under Philippine law
2. Anti-Money Laundering Provisions: Enhanced provisions required for high-value trusts or when required by regulations
3. Multiple Beneficiary Provisions: Additional terms for managing multiple beneficiary interests and succession
4. Investment Powers: Detailed investment guidelines when trustee has discretionary investment authority
5. Corporate Governance Provisions: Special provisions for trusts holding significant corporate ownership positions
6. Tax Planning Provisions: Specific structures to optimize tax efficiency within Philippine law
7. Dispute Resolution Mechanism: Detailed arbitration or mediation procedures if preferred over court jurisdiction
8. Change of Trustee Provisions: Detailed procedures for appointment and removal of trustees
1. Schedule A - Share Details: Detailed description of shares including certificate numbers, class, and quantity
2. Schedule B - Initial Trust Property: Comprehensive inventory of all assets being placed in trust
3. Schedule C - Trustee Fees: Detailed fee structure and payment terms for trustee services
4. Schedule D - Beneficiary Information: Full details of beneficiaries and their respective interests
5. Schedule E - Voting Guidelines: Specific instructions for how voting rights should be exercised
6. Appendix 1 - Company Information: Details of the company whose shares are being held in trust
7. Appendix 2 - Required Regulatory Approvals: Copies of relevant regulatory approvals or permits
8. Appendix 3 - Compliance Procedures: Detailed procedures for ensuring ongoing regulatory compliance
Authors
Relevant legal definitions
Clauses
Relevant Industries
Banking and Financial Services
Real Estate and Property
Mining and Natural Resources
Telecommunications
Media and Entertainment
Manufacturing
Retail and Consumer Goods
Energy and Utilities
Healthcare and Pharmaceuticals
Technology and Software
Transportation and Logistics
Professional Services
Education
Relevant Teams
Legal
Compliance
Corporate Secretarial
Finance
Risk Management
Corporate Governance
Investment Management
Tax
Wealth Management
Trust Services
Regulatory Affairs
Relevant Roles
Corporate Lawyer
Trust Officer
Compliance Officer
Corporate Secretary
Chief Legal Officer
Chief Financial Officer
Investment Manager
Risk Manager
Corporate Governance Officer
Board Director
Managing Director
Wealth Manager
Estate Planning Advisor
Securities Lawyer
Tax Director
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