endobj /Ff 8388608 /SpaceAfter 41.875 203 0 R 204 0 R 205 0 R 206 0 R 207 0 R 208 0 R 209 0 R 210 0 R 211 0 R 212 0 R >> /T (MLPFS Account_1_2) 223 0 R 224 0 R 225 0 R 226 0 R 227 0 R 228 0 R 229 0 R 230 0 R 231 0 R 232 0 R /T ( County of_1) WebThe board makes sure that its decision-making processes are informed, rigorous and timely, and that effective delegation, control and risk-assessment, and management systems are set up and monitored. /CA (4) /T (2B2 - Date of Birth_1) endstream q /florin /fraction /guilsinglleft /guilsinglright /minus /perthousand /quotedblbase /quotedblleft /quotedblright /quoteleft 45 0 obj Would you like to make a difference to the lives of people in >> /Ff 8388608 >> /Rect [292.2 461.76 420.24 480.0] /FT /Tx /Subtype /Widget /Subtype /Widget q /CA (4) /Helv 152 0 R >> /T ( Agreed and Certified to this_1) /Filter /FlateDecode /F 4 /T (MLPFS Account_3_3) /N 149 0 R /Subtype /Form /Length 112 /TrimBox [0.0 0.0 612.0 792.0] /igrave /iacute /icircumflex /idieresis /eth /ntilde /ograve /oacute /ocircumflex /otilde /Off 306 0 R /F 4 /quoteright /quotesinglbase /trademark /fi /fl /Lslash /OE /Scaron /Ydieresis /Zcaron >> 1.0 301.32 371.88] /Resources << endobj >> There are, however, restrictions on such delegation covering non-delegable functions, which are broadly: functions relating to the distribution of assets; decisions as to whether fees should be paid out of income or out of capital; powers to appoint trustees; and powers of delegation under any other statute. /TU (3. Q Q << endobj /Subtype /Widget /Subtype /Widget >> /N << /BBox [0.0 0.0 12.48 12.72] /F 4 /XObject << >> /N 524 0 R W The powers herein granted to the Appointing Person are granted to the Appointing Person individually, not in a fiduciary capacity, and the Appointing Person is not liable to any person or entity regardless of the manner in which the Appointing Person chooses to exercise (or fail to exercise) the powers.. /Fm1 394 0 R /D << /JS (SyncCheckboxes\(event.target\);) /MaxLen 2 >> /TU (6\) Trustee 1 initials: If applicable, all current trustees must initial in spaces provided) 276 0 obj >> /MK << endobj Nothing herein shall prevent the incumbent Disinterested Trustees from soliciting the views or the involvement of others in such selection or nomination as long as the final decision on any such selection and nomination is approved by a majority of the incumbent Disinterested Trustees. 272 0 obj 179 0 obj /Parent 7 0 R /MaxLen 5 /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] 239 0 obj << /FT /Tx /Type /Annot /Rect [387.96 587.28 400.44 600.0] /LastModified (D:20211209094527-05'00') /F 4 WebThe trustees agree that Merrill Lynch may rely upon this Trustee Certifcation Form (and any copies thereof) until Merrill Lynch and any investment advisors or other agents /InDesign << /Filter /FlateDecode /JS (AFSpecial_Format\(2\);) /AS /Off /ColorSpace << /StructParent 694 /BleedBox [0.0 0.0 612.0 792.0] . >> /Type /Annot /F 4 /0 [5001.0 0.0 3.0 223.2 362.88 279.08 368.88 1.0 0.0 0.0 /Type /Annot << . /ProcSet [/PDF /Text] << /FT /Sig /Type /XObject /odieresis /divide /oslash /ugrave /uacute /ucircumflex /udieresis /yacute /thorn /ydieresis] /Ff 8388608 The appointee must be in a business, which includes acting as a nominee/custodian, a corporate body controlled by the trustees or a solicitors nominee company (recognised under section 9Administration of Justice Act 1985). 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). 193 0 obj /K 141 0 R << Chair of the Board of Trustees. >> 413 0 R 414 0 R] /Type /Annot ET << 363 0 obj /BBox [0.0 0.0 12.48 12.72] /BBox [0.0 0.0 12.48 12.72] /AA << 319 0 obj /SpaceAfter 32 >> << /Subtype /Form /DA (/Helv 0 Tf 0 g) endobj /F 4 /NumberOfPageItemsInPage 2 /T ( If the trust was created by a will the decedents name is) /BaseFont /Helvetica 54 0 obj >> /MK << /FT /Tx /Subtype /Widget /Differences [24 /breve /caron /circumflex /dotaccent /hungarumlaut /ogonek /ring /tilde 39 /PDFDocEncoding 151 0 R /Helv 152 0 R /T1_0 382 0 R /S /JavaScript /FT /Tx /T1_1 384 0 R >> q /TU (3. endobj /Name /Helv /Subtype /Widget /StructParent 665 endobj endobj /FT /Tx /TU (before me, \(Insert name and title of officer\)) /Resources << /Subtype /Widget /FT /Sig /Type /Annot 356 0 obj (vii) Designated Representatives of Discretionary Trusts. 84 0 obj /PageWidthList << >> endobj /Length 10 q /FT /Btn >> /Subtype /Widget >> /StructParent 590 (a) Representation by Holder of Power of Appointment. /MaxLen 2 Delegation /TU (by: Insert Signer's Name, NOT Notary's Name) /Subtype /Widget /StructParent 713 /Resources << /Type /XObject /ProcSet [/PDF /Text] /Subtype /Widget /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] endobj /DA (/Helv 10 Tf 0 g) << endobj /Ff 8388608 /P 136 0 R /Parent 70 0 R 205 0 obj Trustee Certifcation Form - Merrill /BBox [0.0 0.0 12.48 12.72] /Subtype /Widget /FT /Sig /Resources << /StructParent 711 << /T ( day of_4) >> /Type /Annot /Type /Annot /Tx BMC /StructParents 569 0 0 12.48 12.72 re /P 134 0 R /ordmasculine 188 /onequarter /onehalf /threequarters 192 /Agrave /Aacute /Acircumflex /Atilde /StructParent 538 /SpaceAfter 16 /TU (Enter type of identification) /JS (SyncCheckboxes\(event.target\);) >> /JS (SyncCheckboxes\(event.target\);) /Subtype /Widget stream 335 0 obj 8.6597 TL /MK << /S /JavaScript /P 134 0 R /DA (/Helv 0 Tf 0 g) Barriers to effective delegation 2) Describe the principles of delegation 3) Prevent reverse delegation Delegation The sharing of authority, responsibility and accountability between two or more people. /O /Layout /Ff 8388608 /T (MLPFS Account_2_1) << /FormType 1 /FT /Tx /ZaDb 5.6414 Tf /D << /K 177 0 R endobj << /T1_3 396 0 R 0.749023 g << /K 192 0 R /Rect [398.28 678.72 560.4 694.2] /Subtype /Form << /ZaDb 13 0 R stream endobj /Rect [328.967 319.651 544.967 334.411] 0.749023 g >> >> 0 0 9.36 9.48 re /StructParent 582 >> >> /FT /Tx /Subtype /Widget >> /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> /Ff 8388608 96 0 obj If a fiduciary participates in the decision to invest in any investment instrument (as defined in FS 660.25) owned or controlled by the fiduciary or an affiliate of the fiduciary or to engage any affiliate of the fiduciary to render services to the trust, the fiduciary shall credit against the compensation the fiduciary may otherwise be entitled pursuant to the provisions of this Section the amount of all fees, compensation or commissions paid from the trust estate to the fiduciary or an affiliate of the fiduciary for investing in those investment instruments or for rendering those services. 8. >> /Rect [54.0 209.28 331.32 225.48] /Rect [155.295 539.76 167.775 552.48] /Parent 71 0 R /Type /Annot /Subtype /Widget /odieresis /divide /oslash /ugrave /uacute /ucircumflex /udieresis /yacute /thorn /ydieresis] /DA (/Helv 10 Tf 0 g) /Ff 8388608 /DR << /MK << >> endobj /Subtype /Form /FT /Tx /StructParents 669 >> /TU (My commission expires: Enter 2-Digit Month/2-Digit Day/4-Digit Year) 109 0 R 127 0 R 266 0 R 267 0 R 116 0 R 119 0 R 117 0 R 120 0 R 118 0 R 121 0 R] << /OriginalDocumentID >> >> endobj /Subtype /Form endobj /P 134 0 R /Subtype /Form /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /Type /XObject >> 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. /T1_2 384 0 R /Rect [159.12 621.64 267.12 634.96] /Kids [278 0 R 279 0 R 280 0 R] /ProcSet [/PDF /Text] << /T (Signature of Trustee_11) /FT /Btn >> /Annots [226 0 R 231 0 R 199 0 R 19 0 R 200 0 R 201 0 R 202 0 R 206 0 R 203 0 R 204 0 R /StartIndent 311.125 << 302 0 obj >> /DA (/Helv 10 Tf 0 g) 35 0 R 36 0 R 37 0 R 38 0 R 39 0 R 40 0 R 41 0 R 42 0 R 43 0 R 44 0 R /ProcSet [/PDF /Text] /ordmasculine 188 /onequarter /onehalf /threequarters 192 /Agrave /Aacute /Acircumflex /Atilde /BBox [0.0 0.0 12.48 12.72] /StructParent 726 /T (Type of identification01) /TU (Signature of Trustee #4) 249 0 obj WebDelegation of Trustee Responsibilities. /TU (Please print the telephone number, including \(3-Digit Area Code\) of an individual that Merrill Lynch may contact in the event a trustee resigns, becomes incapacitated or dies:) /F 4 /Subtype /Widget >> Q /ArtBox [0.0 0.0 612.0 792.0] /Resources << /TU (personally appeared \(Insert name of Trustee\)) /MK << /AP << /Type /Annot 223 0 obj 167 0 obj /Ff 8388608 /FormType 1 0.749023 g /Parent 70 0 R /F 4 https://www.wealthmanagement.com/sites/wealthmanagement.com/files/logos/Wealth-Management-Logo-white.png. /T ( Agreed and Certified to this_2) /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] Establishing the scope and terms of the delegation, consistent with the purposes and terms of the trust; and 3. /Subtype /Widget /Ff 29360128 In carrying out its responsibilities under this Agreement, the Portfolio Manager shall at all times act in accordance with the investment objectives, policies and restrictions applicable to the Portfolio as set forth in the then current Registration Statement of the Trust delivered by the Trust to the Portfolio Manager, applicable provisions of the Investment Company Act and the rules and regulations promulgated under the Investment Company Act and other applicable federal securities laws. /StructParent 605 /Type /XObject Q /DA (/Helv 10 Tf 0 g) /N 526 0 R /T ( State of) /FT /Tx << /P 136 0 R Notwithstanding the provisions of F.S. /F 4 >> >> Such delegation of authority shall be documented in writing. >> /TU (Notary Acknowledgement: Please note that all fields, including the boxes below, must be completed by the Notary or the document will be rejected. /SpaceAfter 22.875 endobj /Ff 8388608 /F 4 /P 137 0 R /D << << /Parent 70 0 R }7YNn9Mf|YST?TJW|nn nHbYw4Wf~6klgryV?yFG..{gbJi}[U&w|q1_?O;]\O:CPXY_&A|\M# upJ}bm2A`U:h. /Ff 8388608 /igrave /iacute /icircumflex /idieresis /eth /ntilde /ograve /oacute /ocircumflex /otilde /LineHeight 15.5 /DA (/Helv 0 Tf 0 g) /Rect [178.8 387.36 280.8 404.04] 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 /JS (AFDate_KeystrokeEx\("mm/dd/yyyy"\);) /FT /Btn /Off 346 0 R >> /F 4 >> /TU (Print Name of Notary Public) /0 [1.0 0.0 0.0 1.0 0.0 0.0] >> endobj Delegation of Authority endobj /F 4 << /MK << /Ff 8388608 /F 4 /BBox [0 0 424.08 14.64] /FT /Tx /LastModified (D:20211212090914-05'00') /DocumentID >> If there are more than one current beneficiary, distributions may be made to all or any one or more of them in such equal or unequal proportions and amounts as the Trustee, its discretion may determine, including distributing all or nothing to any one or more of the beneficiaries, and there shall be no adjustment among the beneficiaries by reason of any distribution. /Bl 365 0 R /F 4 << Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. 62 0 obj /ZaDb 8.9925 Tf 169 0 obj /Type /Annot >> >> /ProcSet [/PDF] 48 0 obj /AP << /TU (by: Insert Signer's Name, NOT Notary's Name) /Filter /FlateDecode >> endobj /TU (Signature of Notary Public) /FormType 1 ET /P 133 0 R >> /DA (/Helv 10 Tf 0 g) /ZaDb 8.9925 Tf /T (Signature of Trustee_6) /Icircumflex /Idieresis /Eth /Ntilde /Ograve /Oacute /Ocircumflex /Otilde /Odieresis /multiply /O /Layout /Subtype /Widget /K 173 0 R endobj >> /F 4 /Ff 8388608 (4) Tj endobj >> >> >> /MaxLen 4 276 0 R 277 0 R] /Type /XObject 321 0 obj /S /JavaScript endobj endobj endobj endobj >> /Subtype /Widget /StructParent 444 /PieceInfo << /FT /Tx >> >> 30 0 obj /Length 36 There are two quite distinct forms of delegation by trustees: collective delegation and individual delegation. >> 2.4362 3.3161 Td >> 339 0 obj >> /BBox [0.0 0.0 9.36 9.48001] /TU (Signature of Trustee) /LineHeight 9.625 /BBox [0.0 0.0 9.36 9.48001] << /N << << /0 612.0 /FT /Tx >> /On 343 0 R >> /FormType 1 /MK << /Parent 70 0 R /FormType 1 Q /Rect [401.76 522.6 558.84 538.08] /Ff 8388608 /MK << /T (Signature of Notary Public_2) /StructParent 577 endstream /P 131 0 R /Off 311 0 R 337 0 obj /Icircumflex /Idieresis /Eth /Ntilde /Ograve /Oacute /Ocircumflex /Otilde /Odieresis /multiply stream /Tx BMC endobj /TU (Print Name of Notary Public) /Subtype /Widget /A 339 0 R /F 4 112 0 obj endobj /Type /Encoding /Subtype /Widget /AA << 268 0 obj >> endstream /ProcSet [/PDF] >> >> << /dotlessi /lslash /oe /scaron /zcaron 160 /Euro 164 /currency 166 353 0 obj /N 543 0 R >> << /Tabs /S /TU (Print Name of Notary Public) q /DA (/Helv 10 Tf 0 g) 284 0 obj /Resources << /S /JavaScript /Subtype /Form endobj BT 108 0 obj /DA (/Helv 10 Tf 0 g) /Subtype /Type1 /TU (Please check one of the following \(REQUIRED\): Personally known or) >> /Parent 70 0 R /F 4 /TU (The foregoing instrument was acknowledged before me, a Notary Public, by means of \(check one\): physical presence) California Notaries are to use the attached acknowledgement or the Notarial Acknowledgement available on the California Secretary of State website: State of \(Enter State\)) /Rect [295.44 386.4 453.12 404.16] 2. 1 1 10.48 10.72 re 69 0 obj /Encoding << /Rect [341.4 214.44 557.4 229.08] endstream /PageTransformationMatrixList << /N 159 0 R /Type /Annot /Type /Annot /ZaDb 8.9925 Tf >> /Rect [298.32 148.68 400.32 165.36] /0 [5001.0 0.0 3.0 223.2 362.88 279.08 368.88 1.0 0.0 0.0 << /S /JavaScript 342 0 obj /EndIndent 15 /F 4 /Tx BMC endstream 290 0 obj /F 4 >> /Rect [83.76 296.16 291.72 309.48] /Ff 8388608 /Resources << /StartIndent 8.875 /T ( year of_4) stream /AP << /DocumentID >> /Type /Annot /CM31 << endstream endobj , with such compensation approved by the Funds Board of Trustees Edgar Database, EX-99. /Subtype /Widget /Resources << /Ff 8388608 /DA (/Helv 10 Tf 0 g) /ProcSet [/PDF /Text] 309 0 obj /F 4 /FormType 1 /Font << >> >> 128 0 obj << /TU (MLPF&S Account #2: \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /F 4 Margin transactions 3 including short sales, uncovered put/call options, spreads, straddles and combinations, whether index or equity: All current trustees must initial those that apply in spaces provided) /P 134 0 R 199 0 obj /P 134 0 R 0 0 12.48 12.72 re endobj /On 182 0 R /Length 112 >> /Subtype /Widget << H, endobj >> /StructParent 679 >> /O /Layout /ZaDb 520 0 R /F 4 /FT /Tx /T ( Signed and sworn to or affirmed before me this) /P 135 0 R /TU (Please check one of the following \(REQUIRED\): Produced the following type of identification:) /Type /XObject /Subtype /Type1 /Rect [48.6 71.88 101.76 87.24] /A 314 0 R >> >> /Rect [409.92 71.88 463.08 87.24] /Ff 8388608 >> >> /DA (/Helv 10 Tf 0 g) /FT /Tx /P 129 0 R /DA (/Helv 0 Tf 0 g) /Rect [292.44 379.44 420.48 392.76] The trust is currently \(please check as applicable\): Revocable and amendable) /ZaDb 13 0 R California Notaries are to use the attached acknowledgement or the Notarial Acknowledgement available on the California Secretary of State website: State of \(Enter State\)) 29 0 obj /FT /Tx << /F 4 /CM15 << /DA (/Helv 10 Tf 0 g) /Parent 50 0 R 0 0 12.48 12.72 re >> /Subtype /Widget b.The trustee shall exercise reasonable care, skill, and caution in: (1)selecting an agent; >> /MaxLen 3 /T1_2 384 0 R /FT /Tx /MK << (iv) Appointment of Successor Designated Representatives. /PDFDocEncoding 162 0 R /FT /Sig /Type /Annot /O /Layout /N 154 0 R /Ff 8388608 >> 435 0 R 436 0 R 437 0 R 438 0 R 439 0 R 440 0 R 441 0 R 442 0 R 443 0 R 444 0 R /Off 296 0 R 221 0 obj endobj /Rect [135.96 383.64 560.04 398.4] /T (Type of identification04) Q >> /T (Type of identification) /SpaceAfter 55.625 /Length 36 /T (MLPFS Account_1_4) 57 0 obj /PageUIDList << /Rect [328.92 591.48 556.92 604.8] endobj 0 0 12.48 12.72 re (4) Tj n The Trustees shall promptly call a meeting of Shareholders for the purpose of voting upon the question of removal of any Trustee when requested in writing so to do by the record holders of not less than 10 per centum of the outstanding Shares. /N 14 0 R /StructParent 723 /F 4 stream The authors offer these form provisions merely as fodder for practitioners consideration. >> /ProcSet [/PDF] stream /Oslash /Ugrave /Uacute /Ucircumflex /Udieresis /Yacute /Thorn /germandbls /agrave /aacute q /StructParent 485 This power also extends to personal representatives. /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /Subtype /Form /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /Resources << 147 0 obj << /StructParent 718 /Type /Annot /FT /Tx W >> /Type /Annot /Subtype /Widget /DA (/Helv 10 Tf 0 g) /DA (/Helv 10 Tf 0 g) >> /Resources << >> >> /MK << stream /ProcSet [/PDF /Text] << n /F 4 /MK << /StructParent 600 /P 133 0 R /F 4 /T1_1 384 0 R 161 0 obj /Type /Annot >> endobj /T (G-1) /Rect [292.56 687.6 420.6 702.24] >> 26 0 obj /Annots [15 0 R 16 0 R 278 0 R 279 0 R 280 0 R 17 0 R 281 0 R 282 0 R 283 0 R 18 0 R ET endobj >> /Ff 8388608 /ProcSet [/PDF /Text] /StartIndent 15.25 endstream /PDFDocEncoding 162 0 R /Parent 70 0 R stream 60-175.14. /TU (Print Name of Notary Public) << /P 131 0 R 0 0 Td /S /JavaScript >> /T1_2 383 0 R Q >> /DA (/Helv 10 Tf 0 g) endobj /DR << >> /TU (9B. endstream /P 135 0 R /Type /XObject /T ( My commission expires_2) >> /StartIndent 9.125 EMC /PageItemUIDToLocationDataMap << stream endobj /S /JavaScript /Subtype /Widget The names of all current trustees are: \(If trustee is an entity, documentation indicating authorized individuals of entity, such as Corporate Resolution or Certificate of Incumbency, will be required\): Trustee Name 2) /FT /Tx Registered Office: Artillery House, 11-19 Artillery Row, London SW1P 1RT, United Kingdom. stream /MK << >> endobj endobj /Subtype /Widget /FT /Sig stream Q /StructParent 671 /On 327 0 R /N 169 0 R Step 2: As soon as you enter the delegation of authority template word editing page, you will see all the actions it is possible to BT >> /Off 178 0 R /TU (Notary Acknowledgement: Please note that all fields, including the boxes below, must be completed by the Notary or the document will be rejected. Language similar to the following could be considered to authorize double fees: Compensation and Expenses.