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Certificate Of Fact Trust Authority Template for England and Wales

A Certificate of Fact Trust Authority is a formal document used in England and Wales to officially certify specific facts about a trust's existence, authority, and current status. It serves as a legally recognized confirmation of trust-related information, typically required for transactions, regulatory compliance, or administrative purposes. The document is governed by English trust law and must comply with the requirements set out in the Trustee Act 1925 and Trustee Act 2000.

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What is a Certificate Of Fact Trust Authority?

The Certificate Of Fact Trust Authority is commonly used when third parties require formal confirmation of trust-related facts or authority. This document is particularly relevant in England and Wales where trusts need to demonstrate their legitimacy and authority for various transactions or regulatory requirements. It typically includes details about the trust's establishment, current trustees, and specific facts being certified. The certificate helps facilitate trust-related transactions by providing a clear, authoritative statement of facts that can be relied upon by third parties.

What sections should be included in a Certificate Of Fact Trust Authority?

1. Certificate Declaration: Opening statement declaring the authority of the certificate

2. Trust Identification: Details of the trust including name, date of establishment, and registration numbers

3. Trustee Information: Names and details of current trustees

4. Statement of Facts: Core facts being certified about the trust's existence and authority

5. Verification: Confirmation of the truth of the stated facts

6. Execution: Signing section with trustee signatures and witness details

What sections are optional to include in a Certificate Of Fact Trust Authority?

1. Property Details: Required when certificate relates to specific trust property

2. Beneficiary Information: Details of trust beneficiaries when relevant to the purpose of certification

3. Historical Trustee Information: Details of previous trustees when relevant to establish chain of authority

What schedules should be included in a Certificate Of Fact Trust Authority?

1. Trust Deed Extract: Relevant extracts from the trust deed supporting the certified facts

2. Supporting Documents: Copies of relevant trust registration or authority documents

3. Property Schedule: Detailed list of trust property when relevant

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok成人版 | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents

Jurisdiction

England and Wales

Cost

Free to use

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