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First Republic Bank - Trustee Certification of Investment Powers

First Republic Bank - Trustee Certification of Investment Powers 2025

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The document is a Trustee Certification of Investment Powers, which outlines the necessary information and requirements for trustees to certify their investment powers under a trust agreement. It includes sections for account and trust information, details on the powers granted to trustees regarding securities transactions, and indemnification clauses. All trustees must complete and sign the form for it to be valid.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What are the investment powers of a trustee?

Trustees have wide investment powers through the Trustee Act 2000 (EW), Charities and Trustee Investment (Scotland) Act 2005 and Trustee Act (Northern Ireland) 2001. This means that unless the trust deed restricts the type of investment, they are able to invest in any type of asset.

Do trustees make investment decisions?

Trustees must take significant care in making prudent decisions with the investment portfolio, as well as continuing adequate monitoring of investments. Asset investing can be a complicated process, though, especially for one who has little experience in the area.

What are the Trustees power of investment?

A Certification of Trust is a legal document that can be used to certify both the existence of a Trust, as well as to prove a Trustees legal authority to act. Its shorter than the actual Trust document, and it can offer pertinent information without making every aspect of the Trust public.

What is the duty of trustees to invest?

The principal duty of trustees is to invest prudently and cautiously. Hazardous investments are to be avoided. The default statutory trust powers require investment in a limited category of liquid and presumptively safe assets. Invariably, much wider and pension trust powers are granted in the pensions trust deed.

What is a Trustee certification of Trust?

Delegation of any function to a beneficiary continues to be possible under section 25 of the Trustee Act 1925, but again this is subject to restrictions which do not apply to delegation under section 11 of the Act.