/TU (Please check one of the following \(REQUIRED\): Produced the following type of identification:) /T (2A) /Encoding << >> ET /FT /Tx /Contents 401 0 R /Subtype /Widget 244 0 obj /GS0 378 0 R >> 8.6597 TL /Type /XObject /Subtype /Form /Subtype /Widget /Font << >> /Parent 70 0 R /Length 36 >> /AA << /P 135 0 R /CropBox [0.0 0.0 612.0 792.0] >> << >> endobj /F 4 /T ( The foregoing instrument was acknowledged before me a Notary Public this) /DA (/Helv 10 Tf 0 g) 0 0 12.48 12.72 re /Outlines 6 0 R 8.6597 TL /MK << /FormType 1 /Subtype /Type1 /TU (day of: \(Enter 2-Digit Day\)) /P 135 0 R /N << >> The trustee shall exercise reasonable care, skill, and caution in: /FT /Tx /Helv 152 0 R /JS (SyncCheckboxes\(event.target\);) /StartIndent 334 /DA (/Helv 10 Tf 0 g) endobj /Font << /Rect [341.4 507.36 557.4 520.68] /TU (9B. stream >> /FT /Tx /StructParent 589 << /DR << /CM10 << endobj >> /MK << endobj /DA (/Helv 10 Tf 0 g) /FormType 1 /FT /Tx 211 0 obj /Subtype /Widget >> << /FT /Tx endobj endobj /F 4 /Font << q /Type /Annot /T (Signature of Trustee_2) /F 4 /Helv 157 0 R >> /Type /Annot /F 4 /T ( On) >> >> /Type /Annot 360 0 obj /StartIndent 237.125 With respect to each Discretionary Trust, subject to any plan of successor Designated Representatives created pursuant to the provisions of subsections 15.24(b)(iv)(A) or 15.24(b)(iv)(B) of this Article, but 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. >> /FT /Sig /FT /Tx /Font << 302 0 obj 105 0 obj The drafter could consider language similar to the following with respect to delegation of authority: (z) at any time and from time to time, and subject to revocation at any time, to delegate the authorities, discretions and powers or any of them conferred upon a fiduciary under this trust instrument to any person or persons and/or entity or entities, without notice to the qualified beneficiaries of the trust; provided, any delegation or revocation of a delegations is to be evidenced by a written instrument, signed and delivered to the person, persons, entity or entities to whom the delegation is made;. The President of the University, in consultation with the Chair, shall act for the Board of Trustees regarding all legal action necessary or appropriate to protect the interests of the University. /Rect [54 201.84 306 216.48] /JS (AFDate_KeystrokeEx\("mm/dd/yyyy"\);) /MK << >> /Type /XObject , with such compensation approved by the Funds Board of Trustees Edgar Database, EX-99. /BBox [0.0 0.0 12.48 12.72] >> >> /P 137 0 R 250 0 obj /Type /XObject /TU (Signature of Trustee #2) >> /0 612.0 /PageTransformationMatrixList << 13 0 obj /T1_2 383 0 R /Parent 71 0 R /DA (/Helv 10 Tf 0 g) /MK << stream /F 4 /Font << /P 133 0 R >> /BleedBox [0.0 0.0 612.0 792.0] /Ff 8388608 /StructParent 446 WebA scheme of delegation is a reference document showing what authority the board has delegated to committees, other volunteers, or to its staff under the powers of its governing document. /Subtype /Widget /P 134 0 R >> >> /FT /Tx Only >> >> /Ff 8388608 /T (C-1) /DA (/Helv 0 Tf 0 g) << /FT /Tx endobj /DA (/Helv 10 Tf 0 g) endobj /Ff 8388608 >> /Length 90 /FT /Tx /CM15 << endobj /Metadata 3 0 R /DR << Margin transactions 4 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) /MK << /Subtype /Widget /F 4 /Subtype /Form 220 0 obj /DA (/Helv 10 Tf 0 g) >> /Helv 167 0 R One of the most significant changes brought in by the TA 2000 permits trustees to delegate discretions relating to asset management, which is particularly useful in allowing them to take advantage of modern investment discretionary management services. /F 4 /StructParent 544 >> /T ( year of_1) /JS (SyncCheckboxes\(event.target\);) /Font << /A 339 0 R << /P 137 0 R /Rect [111.6 598.32 202.8 613.68] /ProcSet [/PDF] >> /PageItemUIDToLocationDataMap << >> /FT /Tx >> /Type /Annot 65 0 obj . /FormType 1 /T ( day of_4) H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w endobj /Subtype /Widget /PageUIDList << 85 0 R 86 0 R 87 0 R 88 0 R 89 0 R 90 0 R 91 0 R 92 0 R 93 0 R 94 0 R /ZaDb 8.9925 Tf 79 0 obj /LastModified (D:20211212090914-05'00') /Rect [312.48 498.92 556.56 513.68] /JS (AFDate_KeystrokeEx\("mm/dd/yyyy"\);) /P 131 0 R << /PageTransformationMatrixList << /Filter /FlateDecode 245 0 obj /PDFDocEncoding 151 0 R /Rotate 0 << endobj 111 0 R 112 0 R 113 0 R 114 0 R] /FT /Tx stream /PDFDocEncoding 151 0 R /Type /Annot /ExtGState << /MK << >> /F 4 >> 92 0 obj << /MediaBox [0.0 0.0 612.0 792.0] 306 0 obj /F 4 /Encoding << /DA (/Helv 10 Tf 0 g) Among other things, the President is responsible for: /StructParent 641 >> /O /Layout /On 303 0 R /DA (/Helv 0 Tf 0 g) /Font << /TU (Signature of Notary Public) >> q /T (MLPFS Account_1_1) /F 4 /FormType 1 /PDFDocEncoding 162 0 R /StructParent 713 WebA sample form for a company's authorized signatories to use when adding, changing, or revoking a delegation of authority under a signature authorization and delegation of /A 366 0 R << /T (Special or Supplemental Needs Trust) << /F 4 /F 4 >> 135 0 obj /StructParent 515 /P 135 0 R /Parent 50 0 R n /AP << /Ff 8388608 /0 6599 /Resources << /Type /Annot /EndIndent 48.875 /Rect [295.44 687.12 453.12 704.88] /Parent 71 0 R /AP << /DR << >> /LastModified >> endobj /PDFDocEncoding 156 0 R /Ff 8388608 /Type /Annot /TU (Country of residency for Trustee Name 4) /F 4 66 0 obj /XObject << /Type /XObject /0 9725 endobj It can be customized to fit the needs of a specific company. /ZaDb 550 0 R /Matrix [1 0 0 1 0 0] /Rect [322.8 574.2 342.84 588.84] /Ff 8388608 /FT /Tx /BBox [0.0 0.0 9.36 9.48001] >> /S /JavaScript /AP << /Rect [294.0 71.88 385.2 87.24] /TU (by: Insert Signer's Name, NOT Notary's Name) /BBox [0.0 0.0 9.36 9.48001] 1.0 301.32 371.88] 6 0 obj >> 225 0 obj /MediaBox [0.0 0.0 612.0 792.0] f /odieresis /divide /oslash /ugrave /uacute /ucircumflex /udieresis /yacute /thorn /ydieresis] /Ff 29360128 /PDFDocEncoding 151 0 R >> /F 4 /Parent 7 0 R >> >> 341 0 obj >> /BBox [0.0 0.0 12.48 12.72] >> /S /JavaScript /AA << Delegation of Power (a) Any Administrative Trustee may, by power of attorney consistent with applicable law, delegate to any other natural person over the age of 21 his or her power for the purpose of executing any documents contemplated in Section 2.7(a), including any registration statement or amendment thereto filed with the Commission, or making any other governmental filing; and. /ProcSet [/PDF] /F 4 endobj /Type /Annot /Subtype /Widget /Ff 8388608 /Ff 8388608 << /StructParents 670 << /ProcSet [/PDF /Text] >> /JS (SyncCheckboxes\(event.target\);) /ExtGState << /MediaBox [0.0 0.0 612.0 792.0] << /P 137 0 R /Ff 29360128 /ordmasculine 188 /onequarter /onehalf /threequarters 192 /Agrave /Aacute /Acircumflex /Atilde /FT /Tx endobj Time to update your forms. /Resources << (D)(3) 4 d320217dex99d3.htm FORM OF DELEGATION AGREEMENT, Viewed December 13, 2021, View Source on SEC. /GS2 380 0 R 1.0 301.32 371.88] /MK << /P 134 0 R /FT /Tx >> 345 0 obj << /F 4 /Ff 8388608 /LastModified (D:20211209093206-05'00') /ProcSet [/PDF] Registered number: 2632423. /MK << /StructParent 530 The following provisions apply to each irrevocable trust created under this trust instrument. q /BleedBox [0.0 0.0 612.0 792.0] >> /P 129 0 R /P 135 0 R /Off 336 0 R /BBox [0.0 0.0 12.48 12.72] /Rect [155.64 504.6 168.12 517.32] /P 137 0 R /FT /Tx /Rect [135.96 655.68 560.04 669] /F 4 /Subtype /Form /Parent 70 0 R /Rect [292.56 687.6 420.6 702.24] stream /Encoding << endstream /FormType 1 /Icircumflex /Idieresis /Eth /Ntilde /Ograve /Oacute /Ocircumflex /Otilde /Odieresis /multiply >> /P 133 0 R /StructParent 598 /Rect [292.92 598.32 384.24 613.68] /Type /XObject >> In accordance with the provisions of F.S. endobj << /StructParent 582 /PDFDocEncoding 166 0 R Q /SpaceAfter -6.37498 q /D << /Type /Annot >> /Ff 8388608 There are certain conditions (set out in s15 TA 2000) to such delegation to an investment manager: a) the terms must be in writing or evidenced in writing; b) the trustees must provide a written policy statement: and c) the investment manager must confirm that he will comply with the policy statement. /FT /Btn /P 131 0 R >> 349 0 obj >> /MK << /MaxLen 2 /BBox [0 0 424.08 13.32] /Subtype /Widget /JS (SyncCheckboxes\(event.target\);) >> /MaxLen 4 /Length 12 291 0 obj /Tx BMC /DA (/Helv 10 Tf 0 g) /Helv 157 0 R 350 0 obj /JS (SyncCheckboxes\(event.target\);) 176 0 obj /StructParent 616 >> /FormType 1 /BBox [0.0 0.0 12.48 12.72] /F 4 /Subtype /Form EMC /CA (4) /LastModified 0.749023 g /D << 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) The Settlor appreciates that, do to changing circumstances, it may at some point in the future be desirable from the perspective of a beneficiary to seek the amendment of this trust instrument. /P 135 0 R Ability to lead by example and inspire confidence. >> >> /PageItemUIDToLocationDataMap << >> /F 4 /DA (/Helv 10 Tf 0 g) /S /JavaScript /MK << 0.749023 g >> /odieresis /divide /oslash /ugrave /uacute /ucircumflex /udieresis /yacute /thorn /ydieresis] /Type /Page stream f When delegating in this context, the trustee must exercise reasonable care, skill, and caution in: (1) selecting an agent; (2) establishing the scope and terms of /On 347 0 R /Ff 29360128 /Subtype /Widget /FT /Tx 248 0 obj /TU (The foregoing instrument was acknowledged before me, a Notary Public, by means of \(check one\): online notarization) /T (MLPFS Account03_5) 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 The undersigned certifies and declares as follows: 1. /P 135 0 R << >> /Type /Annot /FormType 1 (4) Tj /Rect [474.0 71.88 565.2 87.24] << /DA (/Helv 0 Tf 0 g) /DR << /MK << >> stream Q /MK << 309 0 obj /BBox [0.0 0.0 9.36 9.48] << /T ( Names of all current trustees01) /Ff 8388608 stream << /StructParent 583 /XObject << /Tx BMC /TU (Enter type of identification) /Helv 152 0 R Q /Rect [450.6 621.64 558.6 634.96] /Filter /FlateDecode << >> /F 4 /AP << /O /Layout >> >> /Type /Annot Web page addresses and e-mail addresses turn into links automatically. /FT /Tx << /T (Irrevocable) /StructParent 605 235 0 obj /Font << /T ( State of_1) 195 0 obj >> /Resources << /MaxLen 3 q /FT /Sig W >> /DA (/Helv 10 Tf 0 g) /Ff 29360128 >> 69 0 obj >> << >> /Ff 8388608 /ProcSet [/PDF /Text] 52 0 obj /Rect [341.4 515.64 557.4 530.28] /T (MLPFS Account_2_4) >> 76 0 obj /Subtype /Form >> /F 4 stream /DR << /Parent 70 0 R >> /T ( Agreed and Certified to this_1) /T (C-2) endobj >> 97 0 obj /TU (Enter type of identification) /F 4 /MK << /Encoding << endstream /FormType 1 Signature date and notary date must be the same: State of \(Enter State\)) /AP << /P 137 0 R >> 1 1 10.48 10.72 re /Subtype /Widget /OpenAction 5 0 R /T (Type of identification02) /StructParent 607 /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) >> >> /DR << /GS1 379 0 R /F 4 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 >> /FT /Tx /LastModified HlVn7W"Y\ %AX@B{ Zli8W\9@,XwWA}OoyF]. /MK << endobj /Contents 391 0 R /DA (/Helv 10 Tf 0 g) >> /GS2 379 0 R 67 0 R 68 0 R 69 0 R] >> The Signatory /PageWidthList << >> /CM18 << /DA (/Helv 10 Tf 0 g) /Subtype /Widget /FT /Btn >> /N 539 0 R /Rect [64.92 678.72 388.32 694.2] /Ff 8388608 /Encoding << 465 0 R 466 0 R 467 0 R 468 0 R 469 0 R 470 0 R 471 0 R 472 0 R 473 0 R 474 0 R >> /P 137 0 R /MediaBox [0.0 0.0 612.0 792.0] Individual delegation happens when an individual trustee, who is unable to act for a period (perhaps because of absence abroad), delegates his powers and discretions to another. /Font << << /Ff 8388608 154 0 obj << /F 4 /Parent 70 0 R 262 0 obj (b) Construction. /0 [1.0 0.0 0.0 1.0 0.0 0.0] 295 0 obj /T (5) /0 [5943.0 0.0 3.0 223.2 362.88 279.08 368.88 1.0 0.0 0.0 /Font << /ProcSet [/PDF] >> /CA (4) >> /P 137 0 R Mandatory State Law Provisions. /TU (Please check one of the following \(REQUIRED\): Personally known or) /TU (Signature of Trustee) /Icircumflex /Idieresis /Eth /Ntilde /Ograve /Oacute /Ocircumflex /Otilde /Odieresis /multiply >> /DA (/Helv 0 Tf 0 g) /Type /XObject EMC /PDFDocEncoding 151 0 R /Ff 8388608 /MK << /Length 112 /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 /InDesign << /P 131 0 R /Encoding << /T ( day of_2) /Ff 8388608 /F 4 203 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 endobj 170 0 obj 221 0 obj /Helv 167 0 R /Subtype /Widget /Name /Helv Collective delegation is where trustees delegate certain functions, as a collective body, to agents. /AP << << /F 172 0 R 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 /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /GS1 380 0 R /Font << >> /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 /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Rect [155.295 539.76 167.775 552.48] /Type /Annot /MK << >> << /Resources << endobj EMC endobj Delegation of functions by trustee. /Filter /FlateDecode /MaxLen 4 >> /TU (by: Insert Signer's Name, NOT Notary's Name) /T (MLPFS Account02_5) >> /Fm1 394 0 R /Parent 73 0 R /F 4 BT >> /Resources << /F 4 204 0 obj >> 171 0 obj Q /AA << /Resources << /Parent 7 0 R 57 0 obj << endobj >> Notarization is required for trusts governed by certain US States\) Use this page when the Notary is in ANY Jurisdiction EXCEPT: \(If Notary is in Colorado, Idaho, Iowa, Michigan, Minnesota, Mississippi, Nebraska, Nevada, South Dakota, Tennessee or Vermont, use page 6\) \(If the Notary is in California, use page 7\) \(If the Notary is in Florida, use page 8\): A\) Agreed and Certified to this: Enter Month) /N 148 0 R /StructParent 585 /AA << /Rect [170.16 272.88 310.2 287.52] /Length 12 /MK << Q /F 4 /TU (A\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) /Rect [474.0 68.88 565.2 84.24] /StructParent 691 /OriginalDocumentID /DA (/Helv 10 Tf 0 g) >> /Ff 29360128 >> /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> /CM5 << /Subtype /Widget /Matrix [1 0 0 1 0 0] /LastModified /CM12 << /Subtype /Form /DR << 274 0 obj << endobj endobj >> /igrave /iacute /icircumflex /idieresis /eth /ntilde /ograve /oacute /ocircumflex /otilde >> /DA (/Helv 10 Tf 0 g) EMC 241 0 obj >> The Settlor hereby acknowledges the applicability of these provisions.. 31 0 obj >> /StructParent 591 /Subtype /Widget /Ff 8388608 /TU (D\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) endobj /Subtype /Widget /Encoding << /Tx BMC /ProcSet [/PDF] endobj /F 4 273 0 obj << /TextIndent -9.12498 /Length 12 0.749023 g << 1 1 10.48 10.72 re /FT /Tx /ProcSet [/PDF /Text] q >> << /F 4 347 0 obj /ZaDb 550 0 R /Rect [294.0 71.88 385.2 87.24] >> << /Ff 8388608 /T (MLPFS Account_3_2) /FT /Btn /Subtype /Form /DA (/Helv 0 Tf 0 g) /ProcSet [/PDF /Text] << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] Separate powers allow trustees to appoint nominees (s16 TA 2000) and custodians (s17 TA 2000). /florin /fraction /guilsinglleft /guilsinglright /minus /perthousand /quotedblbase /quotedblleft /quotedblright /quoteleft /Ff 8388608 /T (2B2 - Country of residency) /N 534 0 R >> /ProcSet [/PDF] /P 137 0 R /MaxLen 2 >> /FT /Tx /FormType 1 >> << << /T ( by Trustee) /StructParent 483 /FT /Tx endobj /Subtype /Widget /Ff 8388608 /Differences [24 /breve /caron /circumflex /dotaccent /hungarumlaut /ogonek /ring /tilde 39 In accordance with this division, a trustee shall exercise reasonable care, skill, and caution in doing all of the following: /AP << /Rect [54.0 550.32 558.84 565.8] /LastModified /Type /Annot /DA (/Helv 10 Tf 0 g) /StructParent 531 /0 [5943.0 0.0 3.0 223.2 362.88 279.08 368.88 1.0 0.0 0.0 >> /Ff 8388608 /Subtype /Widget /StructParent 736 1 1 10.48 10.72 re /Subtype /Form Web(3) An individual trustee, with a co-trustee's consent, may, by a signed, written instrument, delegate any power, duty, or authority as trustee to that co-trustee. >> /MK << 94 0 obj endobj /Type /Annot /Subtype /Widget >> >> /MK << >> /Type /Font If the Trustees elect to follow the course specified in clause (b), the Trustees, upon the written request of such applicants, accompanied by a tender of the material to be transmitted and of the reasonable expenses of transmittal, shall, with reasonable promptness, transmit such material to all Shareholders of record at their addresses as recorded on the books of the Trust (or at the telephone or facsimile number or e-mail or other electronic address most recently furnished to the Trust (or its agent) by the Shareholder), unless within five business days after such tender the Trustees shall transmit to such applicants and file with the Commission, together with a copy of the material proposed to be transmitted, a written statement signed by at least a majority of the Trustees to the effect that in their opinion either such material contains untrue statements of fact or omits to state facts necessary to make the statements contained therein not misleading, or would be in violation of applicable law, and specifying the basis of such opinion. /F 4 /P 137 0 R /TU (Notary Page for California Acknowledgement: A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document: State of California, County of \(Enter County\)) /DA (/Helv 10 Tf 0 g) /MK << /Type /XObject /Rect [322.32 601.774 462.36 616.414] /Subtype /Widget The validity of each trust created under this trust instrument shall be determined in accordance with the laws of the State of Florida, as the Settlor is a domiciliary of the State of Florida as of the date this trust is created.