Trust Fund Questionnaire – Meristem Securities Ltd

Full Name *

Address *

Occupation *

Full Name *

Address(If different from settlor) *

Date of Birth *//

Full Name

Address(If different from settlor)

Date of Birth//

Full Name

Address(If different from settlor)

Date of Birth//

OBJECTIVES FOR SETTING UP THE TRUST FUND

POWERS OF THE TRUSTEE (What powers do you wish to give the Trustee in the management of the Trust Fund)

OBLIGATION/OBLIGATIONS OF THE SETTLOR(S) (What will be your duties to the Trust)

HOW MUCH DO YOU WISH TO START WITH AS CONTRIBUTION INTO THE FUND…

HOW OFTEN DO YOU INTEND TO CONTRIBUTE INTO THE TRUST FUND

WHAT ARE YOUR INVESTMENT OBJECTIVES FOR THE TRUST FUND

COMMENCEMENT OF TRUST (When do you want the trust to commence?)//

TERMINATION OF THE TRUST FUND (For how long do you want the trust to be in existence)

Full name *

Address

Email *

Phone *

Occupation/Profession