Share Scheme Trustee Appointment letter template

£ 9

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

5 minute read • 1 February 2025
Blue hrdocbox.co.uk logo

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

Preview limited to 30% only. View the remaining 70% with a purchase.

What is this for?

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.

share scheme trustee appointment letter template

I have just renewed our membership for another year for HRdocbox. It's an extremely useful resource with a wide variety of documents and knowledge...
★★★★★
- Rachel Masing, ETM Group

I have previously posted a review on their service, however thought I should add an update. I have just signed up with them again...
★★★★★
- Jamie Allan, Armstrong Craven

Excellent library of resources and templates which have made my job in my small business so much easier to manage HR for my employees...
★★★★★
- Emma Hunt

Great value and the site contains an extensive library of essential HR documents. I access the site probably once a week...
★★★★★
- Laura Alliss-Etty

HRDocBox is a great resource. It is incredibly good value, providing a large selection of HR guidance materials as well as...
★★★★★
- Emma Beauchamp