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Legal authorization allows trust to operate, manage assets, carry out charitable activities with applicable laws

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TRUST LICENSE SERVICES

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Corporate Trust License

It covers the business activities of banks that act in a fiduciary capacity for investors in a particular security

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Individual Trustee License

A natural person acting jointly who hold the legal title to the trust's assets

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Charitable Trust License

The process of registering a trust with the appropriate government body for philanthropic purposes

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Private Trust Company License

TCB services only in respect of a specific trust or trusts and does not provide or offer services to the public

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Investment Trust License

A public limited company that aims to make money by investing in other companies

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Real Estate Investment Trust

An entity that owns and operates income-producing real estate

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Family Trust Company License

Privately held corporations or limited liability companies that are exclusively owned by and provide fiduciary services to family members

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Trust Investment Policy Statement

Details the investment objectives,risk tolerance, and guidelines for managing trust assets

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Digital Signature Authorization Form

Authorizes the use of digital signatures for trust-related documents and transactions

IMSTAX

TRUST LICENSE REGISTRATION

Legalizing the trust deed from the registrar of the respective jurisdiction

The registration process for trust includes drafting of the trustee deed with minimum two trustees and registration of trust deed at sub-registrar office for which trustees need to be personally present

Documents Required For Trust License Registration
Documents Required For Trust License Registration
Documents Required For Corporate Trust License
  • Application Form for Corporate Trust License
  • Trust Company Information Form
  • Financial Statements and Reports
  • Business Plan and Model
    • Documents Required For Individual Trustee License
  • Application Form for Individual Trustee License
  • Personal Information Form for Trustees
  • Educational and Professional Qualifications
  • Background Check Authorization Form
  • Trustee Experience Form
    • Documents Required For Charitable Trust License
  • Application Form for Charitable Trust License
  • Detailed Description for Charitable Purposes
  • Financial Statements and Reports for Charitable Purposes
    • Documents Required For Private Trust Company License
  • Application Form for Private Trust Company License
  • Ownership and Management Information
  • Business Plan and Model for Private Trust Services
    • Documents Required For Investment Trust License
  • Application Form for Investment Trust License
  • Investment Portfolio and Strategy Details
  • Financial Statements and Reports
  • Investment Advisor and Management Team Information
    • Documents Required For Real Estate Investment Trust
  • Application Form for REIT License
  • REIT Structure and Business Plan
  • Property Portfolio Details
  • Financial Projections and Reports
    • Documents Required For Family Trust Company License
  • Application Form for Family Trust Company License
  • Family Trust Structure and Beneficiary Details
  • Family Office Business Plan and Model
    • Documents Required For Trust Investment Policy Statement
  • Trust Agreement or Deed
  • Clients Financial Information
  • Legal and Regulatory Considerations
  • Performance Monitoring and Reporting
    • Documents Required For Digital Signature Authorization Form
  • Legal Basis for Digital Signature and Authorization Form
  • Hardware and Software Requirements
  • Audit Trail and Record Keeping
  • Acknowledgement of Terms

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