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Trust Application - June, 2005 Confidential - First Fidelity Trust Ltd

Trust Application - June, 2005 Confidential - First Fidelity Trust Ltd-2025

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The document is a Trust Application form from First Fidelity Trust, dated June 2005. It outlines the necessary steps and requirements for establishing a custodial trust, including the completion of the application, submission of identification and reference letters, payment details, and information about grantors and beneficiaries. The document also includes sections for financial statements, asset disclosures, and legal considerations related to the trust setup.

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Click ‘Get Form’ to open it in the editor.
Begin by entering the 'Name of Trust' at the top of the form. You can provide your first and second choice for the trust name.
Fill in the 'Trust Jurisdiction' section by selecting either Turks & Caicos or Nevis, noting that a $250 annual registration fee applies for Nevis.
Complete the 'Grantor #1' section with personal details including full name, address, contact information, and social security number.
If applicable, repeat step 4 for 'Grantor #2'.
In the 'Beneficiaries' section, list each beneficiary's legal name, date of birth, relationship to grantors, and contact details.
Review all sections carefully to ensure accuracy before signing at the end of the document.

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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 is a trust account with Fidelity?

A trust is a fiduciary arrangement that allows a third party, or trustee, to hold assets on behalf of a beneficiary or beneficiaries.

How much does Fidelity charge for trusts?

Fees for trust administration when FPTC serves as trustee or co-trustee start at 0.45% for the first $2 million of trust assets, with additional breakpoints for larger trusts. There is a minimum annual fee of $4,500 for trust administration.

What is a trust account at Fidelity?

A trust is a fiduciary arrangement that allows a third party, or trustee, to hold assets on behalf of a beneficiary or beneficiaries. Trusts can be arranged in many ways and can specify exactly how and when the assets pass to the beneficiaries.

Where is the Fidelity Management trust Company located?

Headquartered in Boston. Overseas offices are in the United Kingdom, the Netherlands, Hong Kong, Japan and Australia.

Does Fidelity offer personal trust services?

Personal Trust is part of Fidelitys holistic planning value proposition, and is attractive to new and existing clients, with the ability to maintain assets over multiple generations.