This Schedule summarises the fees associated with certain (but not all) trustee.net.nz limited products and are quoted in US$ unless otherwise stated. Please note that, where applicable, Goods and Services Tax will be added at 12.5% or the the applicable rate.

• Initial consultation with a qualified Trust Practitioner
• Drafting of the Trust Deed
• Preparation of the Trust Deed
• Execution of the Trust Deed
• Preparation of a Memorandum of Wishes
• Trustees First Minutes
• Acceptance of the Trust's initial settled property

Provision of professional Trustees to maintain the Trust, protect the assets and carry out their responsibilities in accordance with the Trust Deed.

In addition, the following will be charged according to our standard fees (see below):

• Opening of bank account
• Appointment of financial advisors and ongoing administration
• Appointment of stockbrokers and ongoing administration
• Holding of Trustee meetings
• Approval of distributions from the Trust Fund, and preparation of relevant Trustee Minutes
• Acceptance of additional Settled Funds, and preparation of relevant Trustee Minutes
• Appointment or retirement of Trust Protector where appropriate to include preparation of all relevant documentation
• Liaison with the Trust Protector, if appointed
• Preparation of Trust Accounts

Our standard professional fee is US$175 per hour charged on a time cost basis. The minimum charge increment will be 15 minutes. 

In contentious and pre-contentious matters in particular where the particular attention of a senior director or Qualifiying Resident Foreign Trustee director is required to incur significant time, trustee.net.nz ltd reserves the right to charge for their time at the rate of NZ$450 per hour.