>> endobj /F 4 /Type /Annot /Type /Annot /Resources << /LineHeight 15.5 /MaxLen 4 Decisions cant be made at meetings unless a quorum is present, that is two trustees or the number nearest to one-third of the total number of trustees - whichever is the greatest. >> Upon any revocation, amendment or cancellation, the holder of the power to designate successor Designated Representatives of the trusts held pursuant to this trust instrument have the same powers with respect to designating successor Designated Representatives by name or establishing a plan in the manner provided above, as if such power had never been exercised. 5.4326 TL >> /BBox [0 0 424.08 18.12] /StructParent 741 Amanda Edwards in her regular column for STEP England and Wales Diploma students. /Length 12 /Rect [522.48 577.32 542.4 590.64] /Ff 8388608 24 0 obj /P 129 0 R Q /Type /XObject /P 137 0 R /Rect [159.065 399.025 267.065 413.785] /Parent 70 0 R f /MK << /P 135 0 R /Length 88 /quoteright /quotesinglbase /trademark /fi /fl /Lslash /OE /Scaron /Ydieresis /Zcaron /Rect [398.28 678.72 560.4 694.2] /DA (/Helv 10 Tf 0 g) /StructParent 583 >> >> /P 135 0 R CLE (2007). /quoteright /quotesinglbase /trademark /fi /fl /Lslash /OE /Scaron /Ydieresis /Zcaron /Encoding << /StartIndent 334 /P 134 0 R /StructParent 665 /StructParent 461 >> /ArtBox [0.0 0.0 612.0 792.0] >> /MK << /Parent 73 0 R /Type /Annot /DocumentID /PDFDocEncoding 151 0 R /ProcSet [/PDF] /TU (Signature of Trustee #1) EMC /P 131 0 R /StructParent 707 << The work of trustees would be extremely difficult if it were not possible for them to involve other people in administrative and management tasks or to allow for matters to be dealt with during their absence. /BaseFont /Helvetica >> /Resources << 213 0 R 214 0 R 215 0 R 216 0 R 217 0 R 218 0 R 219 0 R 220 0 R 221 0 R 222 0 R >> /F 4 /T (MLPFS Account01_4) << /P 135 0 R 281 0 obj /Ff 8388608 /TU (Signature of Notary Public) /igrave /iacute /icircumflex /idieresis /eth /ntilde /ograve /oacute /ocircumflex /otilde /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /AS /Off q HlVn7W"Y\ %AX@B{ Zli8W\9@,XwWA}OoyF]. /MK << 9. 0 0 12.48 12.72 re Web(3) An individual trustee, with a co-trustee's consent, may, by a signed, written instrument, delegate any power, duty, or authority as trustee to that co-trustee. /Subtype /Widget 312 0 obj /ColorSpace << stream /Encoding 10 0 R kb_`")"P1QiVB*TPj"F bQ{I8$Xvu0N#a09Fk #)e /ProcSet [/PDF /Text] /StructParent 641 103 0 obj /T ( State of_2) /P 131 0 R /JS (SyncCheckboxes\(event.target\);) << endstream /DA (/Helv 10 Tf 0 g) endobj /PageUIDList << /BBox [0.0 0.0 12.48 12.72] /FT /Sig There are certain conditions (set out in s15 TA 2000) to such delegation to an investment manager: a) the terms must be in writing or evidenced in writing; b) the trustees must provide a written policy statement: and c) the investment manager must confirm that he will comply with the policy statement. /Length 36 /StructParent 640 /MK << endobj /Tx BMC << /O /Layout >> /FT /Tx >> /S /JavaScript /Type /Annot endobj >> /Encoding << /Rect [145.68 303.96 345.6 318.6] 2 Tami F. Conetta, Settlor, May I? /StructParent 442 357 0 obj endobj 97 0 obj endobj /Matrix [1 0 0 1 0 0] /Type /XObject /SpaceAfter 19.125 /Oslash /Ugrave /Uacute /Ucircumflex /Udieresis /Yacute /Thorn /germandbls /agrave /aacute << /Length 12 /Matrix [1 0 0 1 0 0] >> /AA << /Rect [328.92 591.48 556.92 604.8] /Type /Annot 94 0 obj /TU (Signature of Trustees requiring Notarization: Use this page when the Notary is in Florida \(Please note that all fields, including the boxes below, must be completed by the Notary Public or the document will be returned\): A\) Agreed and Certified to this: Enter Month) /Font << /StructParent 586 >> >> /Subtype /Form /Type /Annot endobj /F 4 << endobj >> /Subtype /Form /Parent 70 0 R /Parent 71 0 R 88 0 R 81 0 R 82 0 R 83 0 R 89 0 R 84 0 R 122 0 R 85 0 R 195 0 R 196 0 R /ColorSpace << /Resources << /FT /Tx >> /S /JavaScript /brokenbar 168 /dieresis /copyright /ordfeminine 172 /logicalnot /.notdef /registered /macron /GS1 380 0 R /DA (/Helv 10 Tf 0 g) /Subtype /Form endobj >> /Type /Annot << /S /JavaScript /MK << /Subtype /Form endobj endobj 1.0 4.21616 370.08] /CM36 << /quotesingle 96 /grave 128 /bullet /dagger /daggerdbl /ellipsis /emdash /endash /S /JavaScript /ZaDb 13 0 R >> /StartIndent 15.25 /O /Layout >> /Ff 8388608 /Rect [294.0 71.88 385.2 87.24] endobj >> >> endstream /degree /plusminus /twosuperior /threesuperior /acute /mu 183 /periodcentered /cedilla /onesuperior << /Oslash /Ugrave /Uacute /Ucircumflex /Udieresis /Yacute /Thorn /germandbls /agrave /aacute /ArtBox [0.0 0.0 612.0 792.0] >> /PDFDocEncoding 145 0 R /Ff 8388608 << /DA (/Helv 10 Tf 0 g) /Ff 29360128 /Filter /FlateDecode >> >> /T1_2 383 0 R >> /Resources << >> endobj /T1_1 384 0 R >> endstream /TU (Notary Acknowledgement: Please note that all fields, including the boxes below, must be completed by the Notary or the document will be rejected. >> /T ( by_1) /Length 112 /Ff 8388608 /Length 36 /ExtGState << /TU (MLPF&S Account #1 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) >> /Suspects false 151 0 obj 203 0 obj (4) Tj /T ( Agreed and Certified to this_3) >> /Subtype /Widget /PDFDocEncoding 156 0 R 20 0 obj /TrimBox [0.0 0.0 612.0 792.0] /DA (/Helv 10 Tf 0 g) /StructParent 607 /Rect [54 173.76 306 188.4] /FT /Btn /AP << /DA (/Helv 10 Tf 0 g) q /T ( Agreed and Certified to this_4) >> /T ( Print Name of Notary Public_1) /Helv 157 0 R << /Rect [155.295 539.76 167.775 552.48] << (viii) Appointment of Successor Designated Representatives in Default of Designation. /StructParent 715 /Subtype /Form 25 0 R 26 0 R 27 0 R 28 0 R 29 0 R 30 0 R 31 0 R 32 0 R 33 0 R 34 0 R 62 0 obj /AP << /ZaDb 8.9925 Tf /AA << /Rect [312.48 173.76 556.56 188.4] >> /Type /Annot /ExtGState << /GS0 378 0 R /MaxLen 3 /Rect [136.92 667.08 558.12 684.84] endobj /TU (Please check one of the following \(REQUIRED\): Produced the following type of identification:) >> /Rect [405.84 282.12 509.76 295.44] /P 135 0 R /Parent 70 0 R /FormType 1 >> /quoteright /quotesinglbase /trademark /fi /fl /Lslash /OE /Scaron /Ydieresis /Zcaron /FT /Tx 173 0 obj >> endstream << Q 208 0 obj /FormType 1 H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w /Contents 393 0 R >> 270 0 obj /F 4 /F 4 /F 4 /Subtype /Widget /DR << /BaseFont /Helvetica /Ff 8388608 /Rect [136.8 444.36 536.76 457.68] /StructParent 695 8.6597 TL endobj /TU (Print Name of Notary Public) /FT /Sig /A 344 0 R (4) Tj >> /P 136 0 R 325 0 obj /P 134 0 R n /Font << /DA (/Helv 0 Tf 0 g ) endobj 1.0 301.32 371.88] /ProcSet [/PDF] endobj /Ff 8388608 >> >> /TU (Signature of Notary Public) /BBox [0.0 0.0 12.48 12.72] 105 0 R 106 0 R 107 0 R 108 0 R 109 0 R 110 0 R 111 0 R 112 0 R 113 0 R 114 0 R /OriginalDocumentID >> /StructParent 696 /FormType 1 /Type /Annot /StructParent 458 275 0 R 261 0 R 262 0 R 106 0 R 107 0 R 263 0 R 274 0 R 264 0 R 265 0 R 108 0 R /F 172 0 R /P 129 0 R Pursuant to the provisions of Section 736.1017(2) of the Florida Trust Code, a certification of trust may be signed by any Trustee. /AP << << /F 4 << /SpaceAfter -15.5 /S /JavaScript /PageTransformationMatrixList << >> 74 0 obj /Subtype /Widget /LastModified (D:20211209093206-05'00') /TU (Signature of Notary Public) /Subtype /Widget /Subtype /Form << >> << 736.08135, to each qualified beneficiary annually and on termination of the trust or on change of the Trustee; and. /DR << /Off 316 0 R /T (Country of residency_01) /Type /Encoding /Length 12 /O /Layout /Fm1 394 0 R Removal of Trustees No natural person shall serve as Trustee after the holders of record of not less than two-thirds of the outstanding Shares have declared that such Trustee be removed from that office either by declaration in writing filed with the Trust's custodian or by votes cast in person or by proxy at a meeting called for the purpose. /BBox [0.0 0.0 12.48 12.72] << f /XObject << >> >> /T ( year of) /Subtype /Form >> /degree /plusminus /twosuperior /threesuperior /acute /mu 183 /periodcentered /cedilla /onesuperior << /T ( day of_3) /TU (Signature of Trustee) /P 136 0 R /PageUIDList << >> /Helv 152 0 R q /P 136 0 R >> /TU (Signature of Notary Public) >> /Subtype /Form /ordmasculine 188 /onequarter /onehalf /threequarters 192 /Agrave /Aacute /Acircumflex /Atilde /FormType 1 endobj /Subtype /Widget /ProcSet [/PDF] /PDFDocEncoding 151 0 R /MK << >> /F 4 /Subtype /Widget /LineHeight 9.625 /AP << /P 133 0 R /DA (/Helv 10 Tf 0 g) << /Subtype /Widget Q endobj /NumberOfPageItemsInPage 2 27 0 obj Powers and Duties of Trustees Section 3.1 General 6 Section 3.2 Investments 6 Section 3.3 Legal Title 7 Section 3.4 Issuance and Repurchase of Shares 7 Section 3.5 Borrow Money or Utilize Leverage 7 Section 3.6 Delegation; Committees 7 Section 3.7 Collection and Payment 8 Section 3.8 Expenses 8 Section 3.9 By-Laws 8 Section 3.10 Miscellaneous Powers 8 Section 3.11 Further Powers 8 ARTICLE IV Advisory, Management and Distribution Arrangements Section 4.1 Advisory and Management Arrangements 9 Section 4.2 Distribution Arrangements 9 Section 4.3 Parties to Contract 9 ARTICLE V. Selection and Nomination of Trustees While this Plan is in effect, the selection and nomination of persons to be Trustees of the Fund who are not "interested persons" of the Fund ("Disinterested Trustees") shall be committed to the discretion of the incumbent Disinterested Trustees. /Rect [220.967 304.171 297.047 318.931] /MK << /Filter /FlateDecode /Parent 70 0 R /Length 114 >> 11 0 obj W /Subtype /Widget /Parent 71 0 R /florin /fraction /guilsinglleft /guilsinglright /minus /perthousand /quotedblbase /quotedblleft /quotedblright /quoteleft /MK << >> /DR << /P 131 0 R /MK << >> /LineHeight 15.5 /Type /Annot 0 0 12.48 12.72 re /BBox [0.0 0.0 12.48 12.72] /TU (20: \(Enter the last 2-Digits of Year\)) >> /Subtype /Form /MK << endobj /Ff 8388608 >> /F 4 >> endobj /D << << /Helv 152 0 R 313 0 obj /F 4 /Ff 8388608 >> 1.0 301.32 371.88] /ZaDb 552 0 R /Icircumflex /Idieresis /Eth /Ntilde /Ograve /Oacute /Ocircumflex /Otilde /Odieresis /multiply Collective delegation is where trustees delegate certain functions, as a collective body, to agents. /FormType 1 (iv) Appointment of Successor Designated Representatives. /FT /Tx /MaxLen 2 stream /MK << stream /On 292 0 R /TU (Signature of Trustee) /BBox [0 0 252 14.64] /T (Irrevocable) /MK << q /TU (Please print the name of an individual that Merrill Lynch may contact in the event a trustee resigns, becomes incapacitated or dies:) /Ff 8388608 /F 4 /MaxLen 5 << /Type /Annot >> 346 0 obj >> << >> endobj /FT /Tx << stream /S /JavaScript /CM18 << /ProcSet [/PDF /Text] (b) The delegable investment functions under this subsection include: 1. /Subtype /Widget 445 0 R 446 0 R 447 0 R 448 0 R 449 0 R 450 0 R 451 0 R 452 0 R 453 0 R 454 0 R /TU (MLPF&S Account #1 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /MaxLen 2 /DA (/Helv 10 Tf 0 g) /FT /Tx /Bl 285 0 R /Type /XObject /DA (/Helv 10 Tf 0 g) /DA (/Helv 0 Tf 0 g) /AA << >> TmtpY"TN!+L"b-a]524@\P -*5WQ ET /PageWidthList << /Kids [171 0 R] /P 134 0 R >> f /ZaDb 518 0 R /DA (/Helv 10 Tf 0 g) /Subtype /Widget endobj /FT /Tx /Annots [22 0 R 23 0 R 24 0 R 25 0 R 96 0 R 97 0 R 98 0 R 99 0 R 100 0 R 101 0 R /Type /Annot /Type /Annot /T (Signature of Notary Public_7) /Type /Encoding >> /Type /XObject >> /NumberofPages 1 /DA (/Helv 10 Tf 0 g) >> /F 4 >> /ExtGState << /Rect [328.967 319.651 544.967 334.411] /StructParent 728 /Ff 29360128 /Type /Annot endobj Pyg*eB5![Zh#' NDb0y9LaLSKaeS 172 0 obj >> << /Type /XObject /Subtype /Widget /Oslash /Ugrave /Uacute /Ucircumflex /Udieresis /Yacute /Thorn /germandbls /agrave /aacute /DA (/Helv 0 Tf 0 g) /BBox [0 0 252 13.32] << 159 0 obj /Rect [341.447 244.651 557.447 259.411] >> << >> /StructParent 516 /StructParent 596 /TextIndent -13.5 stream (4) Tj /F 4 /Type /XObject /Kids [193 0 R 194 0 R 195 0 R 196 0 R 197 0 R 198 0 R 199 0 R 200 0 R 201 0 R 202 0 R /StructParent 508 15.23 Duty to Inform and Account. << >> 8.6597 TL >> /JS (SyncCheckboxes\(event.target\);) >> /BBox [0.0 0.0 9.36 9.48] /ZaDb 8.9925 Tf /Bl 295 0 R endobj /T1_0 382 0 R /Parent 70 0 R 166 0 obj /T1_0 382 0 R /Contents 397 0 R /Type /Annot /Subtype /Widget /DR << stream /ProcSet [/PDF /Text] >> 285 0 obj /Parent 70 0 R /F 4 >> /P 137 0 R >> >> /P 133 0 R The President of the University, in consultation with the Chair, shall act for the Board of Trustees regarding all legal action necessary or appropriate to protect the interests of the University. /A 314 0 R /Rotate 0 /Type /Annot /DA (/Helv 10 Tf 0 g) /N 14 0 R /N << /StructParent 454 << /TU (Signature of Trustees requiring Notarization: Use this page when the Notary is in California \(Please note that all fields must be completed by the Notary Public or the document will be returned\): B\) Agreed and Certified to this: Enter Month) /Bl 355 0 R /Ff 29360128 /On 342 0 R << WebDelegation by trustee. >> endobj << << /DA (/Helv 10 Tf 0 g) /ExtGState << >> /DA (/Helv 10 Tf 0 g) /Subtype /Widget /Font << /F 4 /MaxLen 5 /Bl 290 0 R EMC /OriginalDocumentID >> /Type /Annot >> 368 0 obj /Font << >> /P 134 0 R /P 133 0 R /T (US State/Commonwealth or other jurisdiction) /TU (A\) Agreed and Certified to this year of: Enter 4-Digit Year) /Type /Annot /T ( day of_4) /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Subtype /Form >> /MK << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Font << 194 0 obj >> The following Private Client practice note provides comprehensive and up to date legal information on Charities and delegation of asset management 163 0 obj 0.749023 g /DA (/Helv 10 Tf 0 g) /ColorSpace << n /Type /Annot /AA << Enter to open, tab to navigate, enter to select, Practical Law Standard Document w-001-8732, https://content.next.westlaw.com/practical-law/document/Ia3d88ac5fce711e598dc8b09b4f043e0/Delegation-of-Authority-Form?viewType=FullText&transitionType=Default&contextData=(sc.Default).
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