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A Deed of Appointment and Retirement of Trustees in the version for the settlor/donor/grantee. It allows the settlor to appoint new trustees to replace retiring trustees, ensuring there are always between two and four trustees. The document must be completed carefully and sent to Legal & General after signing. It is recommended to consult a legal advisor before completing.
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(Settlor/donor/grantee version)
IMPORTANT NOTES – before completing the Deed of Appointment and Retirement of Trustees, please read the following notes.
Deed of Appointment and Retirement of Trustees (settlor/donor/grantee version)
The Appointor(s) and Trustees should read the important notes on page 1 before completing the Deed of Appointment and Retirement of Trustees.
A^ Date of Deed
INSERT date when last person signs on pages 4–6.
THIS DEED of Appointment and Retirement is made on the day of 20 BETWEEN the Appointor (1) the Continuing Trustees (2) the Retiring Trustees (3) and the New Trustees (4)
First (or sole) Appointor Second Appointor
Please insert the full name of the appointor Please note that the appointor is the settlor/ donor/grantee of the declaration of Trust in the case of joint appointors, insert the full name of the second appointor
Full name
1. The ‘Appointor’ means
B Definitions
Please insert the full name of the current trustee(s) who are to continue to act as trustees Please insert the full name of the settlor/ donor/grantee if they are trustees as well If there are no continuing trustees then leave blank
Please insert the full name of the retiring trustee(s) (including the settlor/donor/ grantee if amongst them)
Please insert the details of the new trustees being appointed Please remember that there should be no more than four trustees once this deed has been completed There can only be four new trustees if there are no continuing trustees. See paragraph 2 of the Important Notes
Continuing Trustee 1 Continuing Trustee 2
Full name
Full name
Continuing Trustee 3
2. The ‘Continuing Trustees’
Retiring Trustee 1 Retiring Trustee 2
Full name
3. The ‘Retiring Trustees’
Date of birth (DD/MM/YYYY)
New Trustee 1 New Trustee 2
Full name
Address
Postcode
4. The ‘New Trustees’
Retiring Trustee 3 Retiring Trustee 4
Full name
IN WITNESS whereof the parties have signed this instrument as a deed
E Signatures
Please read all the margin notes below before signing and leave boxes blank if not required If there is no second appointor then leave the box blank the appointor (and any second appointor) do not need to sign again in the continuing trustee boxes if they have signed the appointor box(es) above
Witnessing: Please ensure that all signatures are witnessed by an independent person The same person can witness all signatures Witnesses must be adult and not someone already named in this deed nor their spouse or civil partner Date: Please add the date of signature. Once all the parties have signed, the last date on which a person signed should be inserted as the date of this deed in the box on page 2
First (or sole) Appointor Second Appointor
Continuing Trustee 1 Continuing Trustee 2
Continuing Trustee 3
E Signatures^ continued
Retiring Trustee 1 Retiring Trustee 2
Retiring Trustee 3 Retiring Trustee 4
New Trustee 1 New Trustee 2