Share Scheme Trustee Appointment letter template

Share Scheme Trustee Appointment letter template cover image
Share Scheme Trustee Appointment
Template
Share Scheme Trustee Appointment letter template cover image
£9

Use this Share Scheme Trustee Appointment letter template to appoint a trustee for your company's share scheme.

  • 2 pages / 368 words
  • Instantly download as Word / PDF / plain text
  • Suitable for worldwide use (but check local legislation)
  • Includes 12 months’ access, with all updates to this page provided free of charge and notified to you.
SAVE 1 hour drafting and research time, and reduce your risk.

Share Scheme Trustee Appointment letter

[Sender name]

[Sender address]

 

[date]

[Recipient name]

[Recipient address]

 

Dear [Recipient first name],

 

Appointment as Trustee for [Company Name]'s Share Scheme

[Trustee's Name]

[Trustee's Address]

1. Introduction

I am writing to officially appoint you as a Trustee for [Company Name]'s Share Scheme, effective from [Appointment Date]. Your role as Trustee is essential in overseeing and managing the assets and operations related to our share scheme.

2. Duties and Responsibilities

As a Trustee, your primary duties and responsibilities include, but are not limited to:

  • Holding, safeguarding, and managing the shares and assets allocated to the share scheme participants.
  • Ensuring compliance with all relevant laws, regulations, and share scheme documentation.
  • Distributing shares and benefits to eligible participants as outlined in the scheme's rules and provisions.
  • Acting in the best interests of share

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This Share Scheme Trustee Appointment letter template aims to offer you a versatile and customisable tool, serving as a solid foundation for your needs. Utilise it to ensure consistency, enhance accuracy, and save valuable time.

Adapt it to suit your unique requirements, ensuring efficiency and effectiveness in your HR processes.

Direction:
Issued from Employer (you) to Employee
Timing:
As and when required
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Frequently Asked Questions

  1. Can I use this template in my small business?

    Yes. The Share Scheme Trustee Appointment letter template is designed to be flexible and suitable for organisations of all sizes, including small businesses and charities. It follows UK employment law best practice, so even if you don't have an in-house HR team, you can confidently apply it.

  2. Is this template compliant with 2025 UK employment law?

    Absolutely. Like the Share Scheme Trustee Appointment letter template, all of our templates are drafted with the latest ACAS guidance and UK employment legislation in mind. We review and update them regularly, so you can be confident they remain compliant.

  3. Can I customise this template for my organisation?

    Yes, in the Share Scheme Trustee Appointment letter template, as with all of our templates, we highlight the areas that you need to update with your own details, and where you need to make decisions to suit your situation. This saves you time and ensures that you meet best practice.

  4. Do I get instant access to the template?

    Yes. Once purchased, you'll be able to download the Share Scheme Trustee Appointment letter template instantly. Templates are provided in editable Word or Excel format so you can customise them easily, and in PDF format for easy sharing.

  5. What if I need more help, not just this template?

    If you're looking for broader support, we also offer toolkits and library bundles that include the Share Scheme Trustee Appointment letter template along with other HR templates and policies for fully managing your situation. These may be more cost-effective if you need a complete HR library.