>> /T ( State of) stream >> stream >> 209 0 obj /Bl 285 0 R f /F 4 Without limiting the foregoing, the Trustees may adopt By-Laws not inconsistent with this Declaration of Trust providing for the conduct of the business and affairs of the Trust and may amend and repeal them to the extent that such By-Laws do not reserve that right to the Shareholders; they may as they consider appropriate elect and remove officers and appoint and terminate agents and consultants and hire and terminate employees, any one or more of the foregoing of whom may be a Trustee, and may provide for the compensation of all of the foregoing; they may appoint from their own number, and terminate, any one or more committees consisting of two or more Trustees, including without implied limitation an executive committee, which may, when the Trustees are not in session and subject to the 1940 Act, exercise some or all of the power and authority of the Trustees as the Trustees may determine; in accordance with Section 3.3 they may employ one or more advisers, administrators, depositories and custodians and may authorize any depository or custodian to employ subcustodians or agents and to deposit all or any part of such assets in a system or systems for the central handling of securities and debt instruments, retain transfer, dividend, accounting or Shareholder servicing agents or any of the foregoing, provide for the distribution of Shares by the Trust through one or more distributors, principal underwriters or otherwise, set record dates or times for the determination of Shareholders or certain of them with respect to various matters; they may compensate or provide for the compensation of the Trustees, officers, advisers, administrators, custodians, other agents, consultants and employees of the Trust or the Trustees on such terms as they deem appropriate; and in general they may delegate to any officer of the Trust, to any committee of the Trustees and to any employee, adviser, administrator, distributor, principal underwriter, depository, custodian, transfer and dividend disbursing agent, or any other agent or consultant of the Trust such authority, powers, functions and duties as they consider desirable or appropriate for the conduct of the business and affairs of the Trust, including without implied limitation the power and authority to act in the name of the Trust and of the Trustees, to sign documents and to act as attorney-in-fact for the Trustees. 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.. >> /P 136 0 R /MaxLen 5 (D)(3) 4 d320217dex99d3.htm FORM OF DELEGATION AGREEMENT, Viewed December 13, 2021, View Source on SEC. /Resources << /AcroForm 2 0 R >> /S /JavaScript /Resources << /MediaBox [0.0 0.0 612.0 792.0] /DA (/Helv 0 Tf 0 g) /Matrix [1 0 0 1 0 0] endstream /P 129 0 R >> /Ff 8388608 /F 4 Web(a) A trustee may delegate duties and powers that a prudent trustee of comparable skills could properly delegate under the circumstances. stream >> /Parent 50 0 R >> /Subtype /Widget /Kids [129 0 R 131 0 R 132 0 R 133 0 R 134 0 R 135 0 R 136 0 R 137 0 R 138 0 R] a.A trustee may delegate ministerial, administrative and management duties and powers that a prudent trustee of comparable skills could properly delegate under the circumstances. stream /CM15 << /AP << 2.4362 3.3161 Td /Font << 347 0 obj >> endobj /On 333 0 R >> 183 0 obj /CM13 << /Contents 397 0 R /DR << /FT /Tx /Helv 163 0 R /Last 130 0 R >> >> /TU (C\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) 1 Christopher W. Boyett, Oh, the Places Id Go (Choice of Law, Governing Law, & the Principal Place of Administration Under the Florida Trust Code), Drafting Trusts Under the New Florida Trust Code, Fla. Bar. /F 4 endobj /Type /Annot /MK << /Matrix [1 0 0 1 0 0] endobj >> /MK << 263 0 obj /FT /Tx /TU (Please check one of the following \(REQUIRED\): Personally known or) /FT /Btn /P 135 0 R /CM37 << 1 1 7.36 7.48 re >> >> /ZaDb 518 0 R /MaxLen 3 /Bl 345 0 R /DA (/Helv 10 Tf 0 g) /Type /XObject >> >> /Direction /L2R /P 135 0 R /DA (/Helv 10 Tf 0 g) /MK << /DA (/Helv 10 Tf 0 g) >> H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w 344 0 obj << /P 133 0 R /Ff 8388608 endstream /Ff 8388608 /Subtype /Widget A. >> /Rect [155.687 241.771 168.167 254.491] /Subtype /Widget /Rect [356.52 574.2 496.56 587.28] /DA (/Helv 0 Tf 0 g) Each of these two forms of delegation has common law rules, which have been significantly extended by statute, in recognition of the need for trustees to have clear powers to delegate in the interests of the smooth running of their trusts. /Type /Annot /MK << /Font << /N 543 0 R /Matrix [1 0 0 1 0 0] /Subtype /Widget /F 4 /S /JavaScript /MK << /Type /Annot /F 4 H, /T (A-1) /StructParent 592 317 0 obj endobj endobj endobj H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w n 86 0 obj 50 0 obj Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. /AA << stream /TU (Please check one of the following \(REQUIRED\): Produced the following type of identification:) /T ( My commission expires_2) >> << >> /AP << << 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 >> >> /T ( Print Name of Notary Public_2) 38 0 obj The power to establish a plan of successor Designated Representatives includes the authority to designate another person or persons with the power to name successor Designated Representatives or to create additional plans of successor Designated Representatives, and is exercisable whether or not an actual vacancy in the position of Designated Representative exists at the time of the exercise. W /F 4 /FT /Tx /Bl 350 0 R 736.0103(2) and the term investment instrument shall have the meaning ascribed such term in FS 660.25. 5, Language similar to the following could be considered to prohibit such investments: Corporate Trustees and Affiliated Services. >> BT endobj /F 4 2.2937 2.8304 Td /Rect [405.84 282.12 509.76 295.44] << << 284 0 obj /NumberOfPageItemsInPage 2 /ZaDb 8.9925 Tf stream 25 0 obj /F 4 /StructParent 737 /P 131 0 R 1.0 301.32 371.88] /T1_4 400 0 R /F 4 /MK << /F 4 endobj << /S /Document /StructParent 456 /Resources << /Subtype /Widget endobj /F 544 0 R /ColorSpace << >> As used in this subsection, the term affiliate shall have the meaning ascribed to such term in F.S. endobj /Length 12 << << /Font << /Resources << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] Previous Next Report a problem or mistake on this page /igrave /iacute /icircumflex /idieresis /eth /ntilde /ograve /oacute /ocircumflex /otilde /First 130 0 R >> /JS (SyncCheckboxes\(event.target\);) /Rotate 0 /PDFDocEncoding 151 0 R /Rect [54 174.24 306 187.56] << >> /Rect [54.24 211.68 66.72 224.4] 85 0 obj /Type /XObject >> f /StructParent 508 >> /On 185 0 R /S /JavaScript /TU (4. /S /JavaScript /Rect [136.8 148.56 536.76 163.2] /MK << 283 0 obj /PageWidthList << /Type /Annot 318 0 obj /Resources << >> >> /Type /XObject /S /JavaScript /CM38 << /F 4 /T1_0 382 0 R /DA (/Helv 10 Tf 0 g) /Ff 8388608 /Resources << /ProcSet [/PDF] /DA (/Helv 10 Tf 0 g) /Type /Annot /StructParent 480 >> endobj /FT /Sig With respect to each trust created under this trust instrument, the Trustee is authorized, in the sole discretion of the Trustee, at any time and from time to time, to distribute an amount equal to the tax on trust net income and/or principal of the trust which is payable by the Settlor from the net income and/or principal of the trust to the Settlor or directly to the taxing authorities.. << /MK << /Rect [83.76 616.64 291.72 631.4] << /Font << >> 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 /StructParent 593 << /PageTransformationMatrixList << >> /StructParent 539 /Subtype /Widget /OriginalDocumentID /FormType 1 >> >> /F 521 0 R WebNo individual Trustee is empowered to make decisions on behalf of the Trust outside of any specific authority set out in this scheme of delegation. /Subtype /Form `W /Rect [450.84 381.72 558.84 399.96] /FT /Tx endobj /K 531 0 R /Type /XObject /MK << 6. >> >> endobj /MaxLen 2 endstream /Subtype /Form 8.6597 TL Discretionary Termination by Trustee. /BBox [0.0 0.0 12.48 12.72] /TU (A\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) endobj /Resources << /Font << << << /0 [1.0 0.0 0.0 1.0 0.0 0.0] /Tx BMC endobj /Type /Annot /Subtype /Form /RoleMap 143 0 R << /F 4 8.6597 TL /TU <322E20506C6561736520636F6D706C65746520656974686572203241206F7220324220284F6E6C79206F6E652073656374696F6E2073686F756C6420626520636F6D706C65746564293A2032412E2049662074686520747275737420776173206372656174656420627920612077696C6C2C20746865206465636564656E749073206E616D652069733A> /AA << Powers of Trustees Subject to the provisions of this Declaration of Trust, the business of the Trust shall be managed by the Trustees, and they shall have all powers necessary or convenient to carry out that responsibility and the purpose of the Trust. /AA << /K 173 0 R /AP << 166 0 obj EMC /Subtype /Widget /BBox [0.0 0.0 12.48 12.72] stream /AA << >> /CA (4) /S /JavaScript << /Subtype /Form /Subtype /Widget /NumberofPages 1 >> /degree /plusminus /twosuperior /threesuperior /acute /mu 183 /periodcentered /cedilla /onesuperior /A 354 0 R << /TU (Please check one of the following \(REQUIRED\): Produced the following type of identification:) /D << << /StructParent 484 stream /FT /Tx /MK << /P 137 0 R 202 0 obj /Parent 7 0 R >> /Length 114 /TextIndent -8.74998 /Parent 71 0 R /Rect [88.68 161.28 378.24 178.92] /T1_1 383 0 R >> /TU (by: Insert Signer's Name, NOT Notary's Name) /Parent 71 0 R 144 0 obj >> endstream endobj 121 0 obj /AA << /Rect [409.92 71.88 463.08 87.24] << /FT /Tx /BBox [0.0 0.0 9.36 9.48001] /F 4 /T1_2 383 0 R WebDelegation of Trustee Responsibilities. /BleedBox [0.0 0.0 612.0 792.0] Amanda Edwards in her regular column for STEP England and Wales Diploma students. /AP << << /T (B) /Name /Helv BT /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) >> /BleedBox [0.0 0.0 612.0 792.0] /StartIndent 19.5 endobj q >> 68 0 obj /P 134 0 R /Type /XObject /Ff 8388608 126 0 obj >> /Length 36 /Type /Annot endobj /quoteright /quotesinglbase /trademark /fi /fl /Lslash /OE /Scaron /Ydieresis /Zcaron /MaxLen 4 >> stream /AS /Off >> << /DA (/Helv 10 Tf 0 g) 3. >> /T1_2 399 0 R >> WebSection 1 of the Trustee Delegation Act 1999 permits a co-owner with a legal and beneficial interest in the land to delegate their functions as trustee of the land under an ordinary power of attorney or a lasting power of attorney. /PDFDocEncoding 166 0 R /Parent 70 0 R q /DA (/Helv 10 Tf 0 g) endobj /Ff 29360128 >> /StructParent 733 /Subtype /Form /BBox [0 0 424.08 13.32] /Filter /FlateDecode /Ff 8388608 /Count 4 /F 4 /P 136 0 R /ZaDb 8.9925 Tf Purpose of Trust and Intent of Settlor Regarding Trust Modification. << Delegation of Powers Subject to any limitations set forth in the Act, the member(s) may delegate any of its powers to officers of the Company or to committees consisting of persons who may or may not be member(s). << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> /Length 83 171 0 obj /Type /Annot /F 4 /1 [5966.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 >> >> /S /JavaScript stream /Ff 8388608 >> << /odieresis /divide /oslash /ugrave /uacute /ucircumflex /udieresis /yacute /thorn /ydieresis] endobj /Subtype /Widget /On 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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. /Length 88 /DA (/Helv 0 Tf 0 g) 334 0 obj endobj << /Resources << endobj /Bl 367 0 R >> /StructParent 642 /Type /Font /Suspects false /StructParent 574 /AA << endstream >> /Parent 71 0 R >> >> /Type /XObject /D << << /JS (SyncCheckboxes\(event.target\);) /StructParent 609 /Subtype /Widget (e) upon reasonable request, provide a qualified beneficiary with relevant information about the assets and liabilities of the trust and the particulars relating to administration; provided, however, while a trust is revocable, the Trustees duties pursuant to this Section extend only to the Settlor., (iii) to compromise and adjust claims arising out of any the policy or contract, upon terms and conditions as the Trustee, in the Trustees sole discretion, may deem best, and the decisions of the Trustee shall be binding and conclusive upon all persons beneficially interested in the trust;, Not a Fiduciary. 320 0 obj /TextAlign /Justify /TU (personally appeared \(Insert name of Trustee\)) /StructParent 510 /On 317 0 R /O /Layout /Type /Annot << >> /StructParent 516 /K 533 0 R /ProcSet [/PDF] /F 4 /Type /Annot /Length 112 /MK << This acknowledgement may not be used by California Notaries. /Rect [154.92 301.2 557.4 318.96] /Icircumflex /Idieresis /Eth /Ntilde /Ograve /Oacute /Ocircumflex /Otilde /Odieresis /multiply /LineHeight 13.5 /MK << /P 134 0 R /Subtype /Widget endobj >> /MK << 316 0 obj /Ff 8388608 /JS (AFDate_FormatEx\("mm/dd/yyyy"\);) /Length 90 /Ff 8388608 << /S /JavaScript /Type /Annot /Type /XObject >> 339 0 obj /Subtype /Widget endstream endobj /Rect [292.56 621.64 420.6 634.96] /P 131 0 R /Rect [135.96 668.64 560.04 683.28] /FormType 1 /Type /Annot /florin /fraction /guilsinglleft /guilsinglright /minus /perthousand /quotedblbase /quotedblleft /quotedblright /quoteleft /StructParent 677 /Font << /StructParent 674 NSCC trustees elect officers | Local News | bryantimes.com 42 419-636-1111 | news@bryantimes.com | 211 W. 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notwithstanding any other provision in this trust instrument to the contrary, on the date on which the beneficiary of the trust has attained thirty (30) years of age, or upon creation of the trust, if subsequent thereto, the Designated Representative of the trust shall be such one (1) or more persons or a Business Entity, or any combination thereof, as shall be designated by name by the beneficiary by an instrument in writing signed by the beneficiary and delivered to the person(s) and/or entity so designated. >> /F 4 /StructParent 721 /FT /Tx /DA (/Helv 10 Tf 0 g) /F 530 0 R /CropBox [0.0 0.0 612.0 792.0] /StructParent 444 EMC /MK << 186 0 obj >> >> /Rect [135.96 655.68 560.04 669] /Helv 163 0 R /FT /Tx /Ff 8388608 /PDFDocEncoding 151 0 R >> /PieceInfo << /PDFDocEncoding 162 0 R /StartIndent 15.25 /AP << /AA << /Rect [474.96 601.774 495.0 616.534] >> >> >> /MK << >> << /Fm0 385 0 R /StructParent 688 Every officer or committee shall, in the exercise of the power so delegated, comply with any restrictions that may be imposed on them by the member(s). /Subtype /Widget endobj Margin transactions 2 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) /Type /Annot /AP << 1 1 10.48 10.72 re >> 70 0 obj /N 165 0 R /F 4 /TU (3. stream 168 0 obj /Subtype /Widget 197 0 R 20 0 R 240 0 R 241 0 R 242 0 R 248 0 R 243 0 R 244 0 R 21 0 R 80 0 R /ZaDb 13 0 R /Rect [155.64 209.28 168.12 222.0] /Resources << >> /JS (SyncCheckboxes\(event.target\);) 6 0 obj /Type /Annot /Subtype /Widget /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis /ProcSet [/PDF] /PDFDocEncoding 151 0 R >> /ExtGState << << >> endobj << /Font << /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /Rect [450.414 541.884 558.414 555.204] /F 4 /ZaDb 8.9925 Tf /Tx BMC << /GS1 380 0 R /Type /Annot 2.4362 3.3161 Td /Fields [15 0 R 16 0 R 17 0 R 18 0 R 19 0 R 20 0 R 21 0 R 22 0 R 23 0 R 24 0 R /F 4 /FormType 1 >> /P 131 0 R endobj n /D << /JS (SyncCheckboxes\(event.target\);) /CS0 [/ICCBased 377 0 R] q /StructParent 596 /StructParent 423 /MK << /P 136 0 R /MaxLen 5 /NumberOfPageItemsInPage 2 >> /Bl 340 0 R /T ( Print Name of Notary Public) >> /T ( by_1) >> /ordmasculine 188 /onequarter /onehalf /threequarters 192 /Agrave /Aacute /Acircumflex /Atilde >> WebThe trustee shall exercise reasonable care, skill, and caution in: 1. /TU (A\) Agreed and Certified to this year of: \(Enter 4-Digit Year\)) >> >> >> << >> /T ( by Trustee) Wealth Management is part of the Informa Connect Division of Informa PLC. /Type /XObject /T ( Names of all current trustees04) /FT /Tx >> >> /Ff 29360128 /Type /Annot /Ff 8388608 /Rect [83.76 591.48 291.72 604.68] >> >> WebTrustee: A person or institution holding and administering property in trust. ______ _______________________________ Dated Jane Doe, not individually but solely as Co-Trustee, Firm Word - Adds double underline, Delete strikethrough. /Subtype /Widget /S /JavaScript /Length 90 /FT /Sig 127 0 obj >> endobj /Differences [24 /breve /caron /circumflex /dotaccent /hungarumlaut /ogonek /ring /tilde 39 /TU (Signature of Trustee #2) /Type /Annot As a general rule, a trustee may not delegate discretionary functions to an agent, because those responsibilities were appointed to the trustee by the grantor. >> >> /Subtype /Widget /Subtype /Type1 /P 131 0 R << >> to this delegation to the Board of Trustees or its Executive Committee on or before the next regularly scheduled meeting. /P 137 0 R /T ( State of Florida County of) /MaxLen 5 >> 274 0 obj >> >> /Subtype /Form /AS /Off /Parent 70 0 R /Rect [294.0 71.88 385.2 87.24] /DA (/Helv 0 Tf 0 g) /CM19 << /F 4 /Ff 8388608 /F 4 223 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 q /PDFDocEncoding 151 0 R /Font << 2.9 Legal Action. /LineHeight 9.625 (4) Tj /TU (day of: \(Enter 2-Digit Day\)) /P 137 0 R /MK << 39 0 obj /DA (/Helv 10 Tf 0 g) /Encoding << /P 135 0 R /T (Margin transactions including short sales04) /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> /StructParent 445 92 0 obj >> /Font << endobj /Parent 71 0 R /Type /Annot 60-175.14. /FT /Tx This acknowledgement may not be used by California Notaries. >> /F 4 84 0 obj 8.6597 TL Decisions >> /DA (/Helv 10 Tf 0 g) stream /TU (A\) Agreed and Certified to this year of: \(Enter 4-Digit Year\)) /FT /Tx /degree /plusminus /twosuperior /threesuperior /acute /mu 183 /periodcentered /cedilla /onesuperior 78 0 R 79 0 R] >> /0 612.0 /CA (4) stream 261 0 obj /Type /Annot /Font << /Subtype /Widget >> 57 0 R 58 0 R 59 0 R 60 0 R 61 0 R 62 0 R 63 0 R 64 0 R 65 0 R 66 0 R /EndIndent 324.875 /Subtype /Widget << W Q /T ( 20_2) endstream /StructParent 529 >> /DA (/Helv 10 Tf 0 g) endobj >> 280 0 obj 65 0 R 66 0 R 67 0 R 68 0 R 69 0 R 70 0 R 71 0 R 72 0 R 73 0 R 74 0 R endstream endobj /DA (/Helv 10 Tf 0 g) << /T (Signature of Notary Public_8) >> /Encoding << /Type /XObject /T ( year of_1) /Type /Annot Margin transactions 1 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) /Ff 29360128 /O /Layout /Parent 70 0 R /Rect [298.32 106.92 400.32 123.6] << /Subtype /Widget 0.749023 g endobj >> 79 0 obj Web page addresses and e-mail addresses turn into links automatically. /Oslash /Ugrave /Uacute /Ucircumflex /Udieresis /Yacute /Thorn /germandbls /agrave /aacute /Subtype /Form /Font << >> << 73 0 obj >> /Off 184 0 R /MK << 359 0 obj /Resources << /MaxLen 3 /JS (SyncCheckboxes\(event.target\);) >> /PieceInfo << /LineHeight 15.5 >> << >> /MaxLen 2 >> /Parent 72 0 R 2.4362 3.3161 Td 125 0 R 126 0 R 127 0 R] /Helv 152 0 R 0.749023 g /A 324 0 R /F 4 /P 135 0 R /Type /Annot >> The functions can only be delegated for a 60-175.13. /StructParent 523 (4) Tj /P 134 0 R /Length 1125 /Font << /0 [1.0 0.0 0.0 1.0 0.0 0.0] /T1_0 382 0 R /Resources << endobj << << Sub-delegations are not effective until a copy of the sub-delegation has been provided to the Office of General Counsel. << /T (MLPFS Account_2_1) /BaseFont /Helvetica /PieceInfo << /F 4 >> /F 4 endobj endobj << << << /Length 116 >> The Settlor hereby acknowledges the applicability of these provisions.. /OriginalDocumentID endobj /P 134 0 R /DA (/Helv 10 Tf 0 g) /ColorSpace << /Type /XObject >> The jurisdiction whose law governs the administration of any trust may be the same as the situs of such trust. /T (MLPFS Account_2_3)
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