MYNZ Trust | Family Trust Application

Applicants Details
Full Name*
Date of Birth*
Address*
Post Code*
Email Address*
Enter Email Confirm Email
Trust Administration
Name of Trust*
Do you intend on holding income earning assets in the Trust?*
- Yes
- No
Please specify*
Do you intend on transferring substantial assets (such as property) into the Trust on formation?*
- Yes
- No
Please list the details of the assets you intend to transfer into the Trust*

Settlors Details
Settlor(s) – This is the person who sets up the Trust, and is usually also the person who currently holds the assets that will be transferred into the Trust. There can be more than one Settlor, a husband and wife for example.
Same as Applicants Details?
- Yes
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Enter Email Confirm Email
Identification
Identification – Please provide your identification details so that we can verify your identity for legal purposes.
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Add a Second Settlor?
- Yes
Second Settlors Details
Enter Email Confirm Email
Second Settlors Identification
Identification – Please provide your identification details so that we can verify your identity for legal purposes.

Trustees Details
Trustees – The Trustees are the people who are responsible for administering the Trust. They ensure that the wishes of the Settlor (you) are carried out. The settlor will usually be a Trustee along with one or more other trusted friends or family members.
Is the first Trustee the same as the Settlor?
- Yes
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Identification
Identification – Please provide your identification details so that we can verify your identity for legal purposes.
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Trustee Two
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Identification
Identification – Please provide your identification details so that we can verify your identity for legal purposes.
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Add a Third Trustee?
- Yes
Trustee Three
Full Name
Date of Birth
Residential Address
Post Code
Identification
Identification – Please provide your identification details so that we can verify your identity for legal purposes.
Drivers License No. (5a)
Card Version No. (5b)

Beneficiaries
Beneficiary(s) – These are the people who may benefit under the Trust. With a Family Trust, the Beneficiaries will normally include every member of your family (including possible future family members such as future grandchildren). With a discretionary trust such as a Family Trust, the above Beneficiaries have no fixed right to receive any benefit under the Trust, instead the Trustees have the power to choose which of the Beneficiaries can receive a benefit at the time of any distribution from the Trust. i.e. Trustees are free to decide who is the most deserving beneficiary from time to time.
Are you going to be a beneficiary of your Trust?*
- Yes
- No
Please choose the other beneficiaries*
- My Partner / My Wife / My Husband
- My Children
- A Charity or Charities
- Any discretionary person or organisation I choose
Full Name*
Date of Birth*
Please Specify*

If your children or a discretionary person please include their full names and date of birth.

Terms of Trust
Terms of Trust - The terms of the trust allow it to function as intended by the Settlor. Some typical powers that the Trustees should possess are the ability to make investments, buy, hold and sell property.
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- Make investments
- Operate a bank account
- Buy, Hold and Sell Property
- Settlor's power to appointment and remove of Trustees
- Vesting (Distribution) Date (if specific date required) - if no date is chosen the Trust will continue in existence for 80 years
- Other
Please choose the Vesting Date*
Please provide details*

Family Trust
Application