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STEP Journal

Trust in control

Peter Sanderson, September 2013

 Peter Sanderson is an Associate with Wakefield Quin ltd in Hamilton, Bermuda.

Summary:

In In the matter of an application for information about a trust [2013] SC (Bda) 16 Civ, a beneficiary of a trust applied to the Supreme Court of Bermuda for disclosure of the trust’s financial information. However, the trust deed contained an information control mechanism designed to prevent disclosure of financial information to a beneficiary unless the protector consented.

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