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Order Form - Foundations

Foundation Name

Preferrred Name of Foundation

 

Personal Details of Founder (Person or body giving to the Foundation)

Full Name of Founder Date of Birth
Address
Nationality
Passport Number
Country of Domicile
Country of Residence
Telephone Number Fax Number
Do you wish to be named as a Beneficiary?
YES
NO
Do you wish to be irrevocably excluded as a Beneficiary?
YES
NO
Do you wish your spouse, if any, named as Beneficiary?
YES
NO

 

If "YES" , please provide the following information concerning your spouse:

Full Name:
Address
 
Telephone Number: Fax Number:
Percentage Share if not 100%    
If you wish to name any additional or alternative Beneficiaries, provision to do so is made below.

 

Foundation Council Information
Title Telephone Number
Surname Fax
Forenames Email
Address Nationality
Passport Number
   
Emanuel Rivera Limited is licensed by the Government of Belize to prepare Foundations and also to act as Foundation Agents. At least one member of the Foundation Council must be a Belize resident. If you wish us to act as Professional Corporate Foundation Council Members to your Foundation please leave the Foundation Council boxes above blank and tick the following box.

 

Beneficiary Information

Beneficiary 1
Title Telephone Number
Surname Fax
Forenames Email

Address
Date of Birth

Percentage Share
   

Beneficiary 2
Title Telephone Number
Surname Fax
Forenames Email
Address
Date of Birth

Percentage Share
   

Beneficiary 3

Title Telephone Number
Surname Fax
Forenames Email
Address
Date of Birth

Percentage Share
   

 

You must name at least one beneficiary to enable the Foundation Charter to be drawn - you will have the opportunity to add further beneficiaries or alter beneficiaries or their share before the Deed is completed but also later at any time by way of supplemental deed.

 

Income under the Trust

  1. Foundation Income can be accumulated and added to capital until further notice is given by the Founder; or
Please tick if this is your choice
  1. Income can be distributed to Beneficiaries as shown
Quarterly
 
Six monthly
Please tick only one of the four boxes shown.
Annually

 

Upon your death, do you wish the Foundation to be:

A.
Continued ; or
This would be normal where Beneficiaries have not reached the age specified for them to have reached prior to benefits being distributed.

 

B.

 

Dissolved

 

Income and capital would then be distributed as specified under the terms of the Foundation Charter

 

Details of the Ordering Customer (in the case of a Foundation this would normally be the Founder)
Title Telephone Number
Surname Fax
Forenames Email
Address Other Requirements
Where did you hear about Emanuel Rivera? Please state if other method of publicity.

The person submitting this order hereby declares and affirms that the information supplied herein is true and accurate in all respects and that the Foundation being created is not to be used for any illegal activity including activity related to money laundering and/or terrorist activities or in any manner likely to damage the good name and reputation of Emanuel Rivera Limited or the country of Belize or such other jurisdiction as might be used and further declares that independent legal advice has been or will be taken prior to creation of the Foundation and that the legal responsibilities of the Foundation will be met both in the country of residence of the Foundation and the country of residence of the person submitting the order and all other persons named herein. It is further acknowledged that the terms and conditions of Emanuel Rivera Limited specifically relating to Trusts and Foundations have been read and are fully understood and agreed to and the date hereof shall be the date of submission of this order. Terms and Conditions read and agreed to

The customer is reminded that no payment will be taken at this point. An invoice will be sent by email and a consultant will be in touch to discuss payment which can be made by bank transfer.

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