¶¶Òõ¶ÌÊÓƵ

All Countries
Corporate Governance
Trust Meeting Minutes

Trust Meeting Minutes Template for South Africa

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Trust Meeting Minutes

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Trust Meeting Minutes

"I need Trust Meeting Minutes for our quarterly financial review meeting scheduled for March 15, 2025, where we'll be discussing investment performance and considering a new distribution policy for beneficiaries."

Celebrated by
Collaborations with
Investors
Document background
Trust Meeting Minutes are fundamental governance documents required for all formal trust meetings in South Africa. These minutes serve as the official record of trust administration and decision-making, documenting compliance with the Trust Property Control Act 57 of 1988 and related legislation. The document is essential when trustees meet to discuss and make decisions about trust affairs, whether in regular scheduled meetings or special sessions. Trust Meeting Minutes must capture all significant discussions, financial decisions, beneficiary matters, and resolutions, providing a clear audit trail of trustee actions and demonstrating proper fulfillment of fiduciary duties. They are particularly important for evidence in legal proceedings, tax compliance, and reporting to the Master of the High Court when required.
Suggested Sections

1. Meeting Details: Date, time, place of meeting, and type of meeting (regular/special)

2. Attendance: List of trustees present, absent (with or without apologies), and other attendees

3. Quorum Confirmation: Confirmation that the required number of trustees are present for valid decision-making

4. Notice and Formalities: Confirmation that proper notice was given and meeting procedures were followed

5. Previous Minutes: Confirmation of accuracy and approval of previous meeting's minutes

6. Matters Arising: Follow-up on action items from previous meeting

7. Financial Report: Review of trust's financial position and any relevant financial decisions

8. Resolutions: Formal recording of decisions made during the meeting

9. Next Meeting: Date and time of next scheduled meeting

10. Closure: Time of meeting conclusion and signature space for chairperson

Optional Sections

1. Investment Decisions: Include when specific investment decisions are made regarding trust assets

2. Beneficiary Matters: Include when discussing or deciding on beneficiary distributions or changes

3. Trustee Appointments/Resignations: Include when there are changes to trust personnel

4. Property Transactions: Include when discussing or deciding on property purchases, sales, or management

5. Legal Matters: Include when discussing ongoing legal proceedings or legal advice received

6. Risk Assessment: Include when conducting periodic risk reviews of trust activities

7. Compliance Updates: Include when discussing regulatory compliance matters

Suggested Schedules

1. Attendance Register: Signed record of all attendees with their capacities

2. Financial Statements: Relevant financial reports discussed during the meeting

3. Investment Reports: Detailed investment performance reports or proposals

4. Legal Opinions: Copies of any legal opinions or advice discussed

5. Resolution Documents: Formal resolution documents requiring separate signature

6. Supporting Documentation: Any additional documents referenced during discussions

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

Legal Services

Real Estate

Wealth Management

Family Business

Non-Profit

Education

Healthcare

Mining

Agriculture

Property Development

Charitable Organizations

Relevant Teams

Legal

Compliance

Finance

Risk Management

Investment

Property Management

Administration

Corporate Secretariat

Tax Advisory

Wealth Management

Relevant Roles

Trustee

Trust Administrator

Legal Counsel

Financial Manager

Company Secretary

Compliance Officer

Risk Manager

Investment Manager

Property Manager

Estate Planner

Wealth Manager

Tax Advisor

Trust Accountant

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

Find the exact document you need

Minutes Of Managing Committee Meeting

A formal South African corporate document recording proceedings and decisions of management committee meetings, compliant with local company law and governance requirements.

find out more

Minutes Of Meeting Of Incorporated Trustees

A legally compliant record of incorporated trustees' meeting proceedings and resolutions under South African trust law.

find out more

Workers Committee Minutes Of Meeting

Official record of Workers Committee meetings in South Africa, documenting worker-management discussions and decisions in compliance with South African labor laws.

find out more

Corporate Meeting Minutes

Template for recording corporate meeting proceedings in compliance with South African company law and governance requirements.

find out more

Risk Management Committee Minutes

Official minutes documenting Risk Management Committee proceedings and decisions in South Africa, aligned with Companies Act and King IV requirements.

find out more

Meeting Minutes Form

A South African compliant document for recording official meeting proceedings, decisions, and actions in accordance with local corporate governance requirements.

find out more

General Meeting Minutes

A formal record of corporate meeting proceedings compliant with South African Companies Act requirements and corporate governance standards.

find out more

Club Meeting Minutes

A formal record of club meeting proceedings and decisions in accordance with South African legal requirements.

find out more

Site Meeting Minutes

A formal record of construction project meetings in South Africa, documenting decisions, progress, and compliance with local construction regulations.

find out more

In Camera Meeting Minutes

South African corporate governance document recording confidential proceedings of private board or committee meetings, subject to local company law and governance requirements.

find out more

Executive Meeting Minutes

South African Executive Meeting Minutes documenting corporate decisions and proceedings in compliance with Companies Act requirements and King IV Code principles.

find out more

Community Meeting Minutes

Official record of community meeting proceedings and decisions in South Africa, compliant with local governance legislation and record-keeping requirements.

find out more

Minutes Of First Board Meeting After Incorporation

South African corporate document recording key decisions and appointments made at a company's first board meeting post-incorporation.

find out more

Minutes Of Board Meeting Of Private Company

Official record of a private company's board meeting proceedings and decisions in South Africa, compliant with the Companies Act 71 of 2008.

find out more

Monthly Minutes

A South African law-governed service agreement for professional minute-taking services, establishing terms for regular meeting documentation services.

find out more

New Business In Meeting Minutes

Official minutes documenting the inaugural meeting of a new business entity in South Africa, recording key founding decisions and appointments under South African company law.

find out more

Meeting Minutes For LLC

A legally required document under South African law that records the proceedings and decisions made during an LLC's official meetings.

find out more

Secretary Meeting Minutes

South African compliant meeting minutes template aligned with Companies Act requirements and corporate governance standards.

find out more

Research Meeting Minutes

Official documentation of research meetings in South Africa, recording key discussions and decisions while ensuring compliance with local research legislation.

find out more

Trust Meeting Minutes

Official record of trust meeting proceedings and decisions in South Africa, compliant with Trust Property Control Act requirements.

find out more

Kick Off Meeting Minutes

Official record of project initiation meeting proceedings and decisions, compliant with South African corporate governance requirements.

find out more

Association Meeting Minutes

Official record of an association meeting proceedings and decisions in South Africa, complying with local corporate governance and record-keeping requirements.

find out more

Decision Minutes

A formal South African corporate document recording official decisions made during organizational meetings, compliant with local company law requirements.

find out more

Annual Meeting Minutes

Official record of a company's annual general meeting proceedings and decisions, compliant with South African corporate law requirements.

find out more

Informal Meeting Minutes

A template for recording informal meeting proceedings in South African organizations, capturing key discussions and decisions while maintaining compliance with local business practices.

find out more

Family Meeting Minutes

A legally-compliant record of family meeting proceedings and decisions under South African law, documenting key discussions and resolutions for family governance purposes.

find out more

Project Meeting Minutes

A formal record of project meeting proceedings and decisions, compliant with South African corporate governance requirements and legislation.

find out more

Departmental Meeting Minutes

Official record of South African departmental meeting proceedings, decisions, and actions, compliant with national administrative law requirements.

find out more

Sales Meeting Minutes

A legally compliant record of sales meetings under South African law, documenting key sales discussions, decisions, and action items.

find out more

Construction Meeting Minutes

Legal record of construction project meetings in South Africa, documenting project progress, safety compliance, and key decisions.

find out more

Committee Minutes

A formal record of committee meetings and decisions in South Africa, compliant with the Companies Act and corporate governance requirements.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: /our-research
Oops! Something went wrong while submitting the form.

³Ò±ð²Ô¾±±ð’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our for more details and real-time security updates.

Read our Privacy Policy.