Share Scheme Trustee Appointment letter template
Use this Share Scheme Trustee Appointment letter template to appoint a trustee for your company's share scheme.
- 2 pages / 368 words.
- Last updated 28/10/2025.
- Designed for United Kingdom use.
- Suitable for use in other territories; check local laws first.
- Instantly download as Word / PDF / plain text, or send by email.
- Includes 12 months’ access, with all updates to this page provided free of charge and notified to you.
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.
It is usually delivered to the Employee by the Employer / HR.
It should be actioned as and when required.
