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TRUSTS AND TRUSTEE SERVICESIPG TRUSTEES LIMITED (NEW ZEALAND) www.ipgfo.com info@ipgfo.comTable of Contents1. New Zealand and IPG 2. Trusts features and benefits 3. Trusts and Trustee Services Fact
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01
Gather all necessary information about the trust and its beneficiaries.
02
Fill out the trustee fact sheet accurately and completely.
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Provide any supporting documentation as required.
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Review the completed trustee fact sheet for accuracy before submission.

Who needs trustee fact sheet?

01
Trustees who are responsible for managing a trust and its assets.
02
Legal representatives or financial advisors assisting trustees with their responsibilities.
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A trustee fact sheet is a document that provides essential information about a trust, the duties of a trustee, and the details necessary for compliance with legal requirements.
Trustees of certain types of trusts, such as those involved in bankruptcy proceedings, estate settlements, or other legal matters, are typically required to file a trustee fact sheet.
To fill out a trustee fact sheet, gather all relevant information about the trust, including details about the trustee, beneficiaries, and assets. Complete the form accurately, providing all requested information, and ensure that it is signed where required.
The purpose of a trustee fact sheet is to provide transparency regarding the trust's administration, help ensure compliance with the law, and facilitate the effective management of trust assets.
The trustee fact sheet must typically include information about the trustee's identity, the trust name, contact details, beneficiary information, and a summary of the trust assets and liabilities.
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