(Rev.XXIII, p. 311: 1912, p. 1231).

(1971 III, p. 5142).

1948 c. 38.

1960 c. 22 (N.I.).

1872 c. 24.

1973 c. 32.

1972 c. 60.

1969 c. 35.

1962 c. 46.

http://www.legislation.gov.uk/uksi/1975/1189/article/2/madeThe Public Trustee (Custodian Trustee) Rules 1975WestlawKing's Printer of Acts of Parliament2011-04-05TRUSTEESThese Rules amend and consolidate rule 30 of the Public Trustee Rules 1912, which specifies the corporations which may act as custodian trustees under the Public Trustees Act 1906, and thus as trust corporations.2

The following rule shall be substituted for rule 30 of the Public Trustee Rules 1912, as amended by the Public Trustee (Custodian Trustee) Rules 1971:—

30Corporate Bodies as Custodian Trustees

The following corporations shall be entitled to act as custodian trustees:—

a

the Treasury Solicitor;

b

any corporation which:—

i

is constituted under the law of the United Kingdom or of any part thereof, or under the law of any other Member State of the European Economic Community or of any part thereof;

ii

is empowered by its constitution to undertake trust business (which for the purpose of this rule means the business of acting as trustee under wills and settlements and as executor and administrator) in England and Wales;

iii

has one or more places of business in the United Kingdom; and

iv

is—

a company incorporated by special Act of Parliament or Royal Charter, or

a company registered (with or without limited liability) in the United Kingdom under the Companies Act 1948 or under the Companies Act (Northern Ireland) 1960 or in another Member State of the European Economic Community and having a capital (in stock or shares) for the time being issued of not less than £250,000 (or its equivalent in the currency of the State where the company is registered), of which not less than £100,000 (or its equivalent) has been paid up in cash, or

a company which is registered without limited liability in the United Kingdom under the Companies Act 1948 or the Companies Act (Northern Ireland) 1960 or in another Member State of the European Economic Community and of which one of the members is a company within any of the classes defined in this sub-paragraph;

c

any corporation which is incorporated by special Act or Royal Charter or under the Charitable Trustees Incorporation Act 1872 which is empowered by its constitution to act as a trustee for any charitable purposes, but only in relation to trusts in which its constitution empowers it to act;

d

any corporation which is constituted under the law of the United Kingdom or of any part thereof and having its place of business there, and which is either:—

i

established for the purpose of undertaking trust business for the benefit of Her Majesty's Navy, Army, Air Force or Civil Service or of any unit, department, member or association of members thereof, and having among its directors or members any persons appointed or nominated by the Defence Council or any Department of State or any one or more of those Departments, or

ii

authorised by the Lord Chancellor to act in relation to any charitable, ecclesiastical or public trusts as a trust corporation, but only in connection with any such trust as is so authorised;

ei

any Regional Health Authority, Area Health Authority or special health authority, but only in relation to any trust which the authority is authorised to accept or hold by virtue of section 21 of the National Health Service Reorganisation Act 1973;

ii

any preserved Board as defined by section 15(6) of that Act, but only in relation to any trust which the Board is authorised to accept or hold by virtue of an order made under that section;

f

the British Gas Corporation, but only in relation to a pension scheme or pension fund established or maintained by the Corporation by virtue of section 36 of the Gas Act 1972;

g

the London Transport Executive, but only in relation to a pension scheme or pension fund—

i

which is established or administered by the Executive by virtue of section 6 of the Transport (London) Act 1969, or

ii

in relation to which rights, liabilities and functions have been transferred to the Executive by an order under section 74 of the Transport Act 1962 as applied by section 18 of the Transport (London) Act 1969;

h

any of the following, namely:—

i

the Greater London Council,

ii

the corporation of any London borough (acting by the council),

iii

a county council, district council, parish council or community council,

iv

the Council of the Isles of Scilly,

but only in relation to charitable or public trusts (and not trusts for an ecclesiastical charity or for a charity for the relief of poverty) for the benefit of the inhabitants of the area of the local authority concerned and its neighbourhood, or any part of that area.

This XML file does not appear to have any style information associated with it. The document tree is shown below.
<akomaNtoso xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://docs.oasis-open.org/legaldocml/ns/akn/3.0" xsi:schemaLocation="http://docs.oasis-open.org/legaldocml/ns/akn/3.0 http://docs.oasis-open.org/legaldocml/akn-core/v1.0/cos01/part2-specs/schemas/akomantoso30.xsd">
<portion includedIn="http://www.legislation.gov.uk/id/uksi/1975/1189">
<meta>
<identification source="#source">
<FRBRWork>
<FRBRthis value="http://www.legislation.gov.uk/id/uksi/1975/1189"/>
<FRBRuri value="http://www.legislation.gov.uk/id/uksi/1975/1189"/>
<FRBRdate date="1975-07-18" name="made"/>
<FRBRauthor href="http://www.legislation.gov.uk/id/government/uk"/>
<FRBRcountry value="GB-UKM"/>
<FRBRsubtype value="rule"/>
<FRBRnumber value="1189"/>
<FRBRname value="S.I. 1975/1189"/>
<FRBRprescriptive value="true"/>
</FRBRWork>
<FRBRExpression>
<FRBRthis value="http://www.legislation.gov.uk/uksi/1975/1189/article/2/made"/>
<FRBRuri value="http://www.legislation.gov.uk/uksi/1975/1189/made"/>
<FRBRdate date="1975-07-18" name="made"/>
<FRBRauthor href="#source"/>
<FRBRlanguage language="eng"/>
</FRBRExpression>
<FRBRManifestation>
<FRBRthis value="http://www.legislation.gov.uk/uksi/1975/1189/article/2/made/data.akn"/>
<FRBRuri value="http://www.legislation.gov.uk/uksi/1975/1189/made/data.akn"/>
<FRBRdate date="2024-11-15Z" name="transform"/>
<FRBRauthor href="http://www.legislation.gov.uk"/>
<FRBRformat value="application/akn+xml"/>
</FRBRManifestation>
</identification>
<classification source="#source">
<keyword value="trustees" showAs="TRUSTEES" dictionary="http://www.legislation.gov.uk"/>
</classification>
<lifecycle source="#source">
<eventRef date="1975-07-18" type="generation" eId="made-date" source="#source"/>
<eventRef date="1975-07-28" eId="laid-date-1" source="#source"/>
<eventRef date="1975-08-20" eId="coming-into-force-date-1" source="#source"/>
</lifecycle>
<references source="#source">
<TLCOrganization eId="source" href="http://www.legislation.gov.uk/id/publisher/KingsOrQueensPrinterOfActsOfParliament" showAs="King's Printer of Acts of Parliament"/>
</references>
<notes source="#source">
<note class="footnote" eId="f00001">
<p>
(
<abbr title="Reverand" xml:lang="">Rev.</abbr>
<abbr class="Acronym" title="23">XXIII</abbr>
, p. 311: 1912, p. 1231).
</p>
</note>
<note class="footnote" eId="f00002">
<p>
(1971
<abbr class="Acronym" title="3">III</abbr>
, p. 5142).
</p>
</note>
<note class="footnote" eId="f00003">
<p>1948 c. 38.</p>
</note>
<note class="footnote" eId="f00004">
<p>1960 c. 22 (N.I.).</p>
</note>
<note class="footnote" eId="f00005">
<p>1872 c. 24.</p>
</note>
<note class="footnote" eId="f00006">
<p>1973 c. 32.</p>
</note>
<note class="footnote" eId="f00007">
<p>1972 c. 60.</p>
</note>
<note class="footnote" eId="f00008">
<p>1969 c. 35.</p>
</note>
<note class="footnote" eId="f00009">
<p>1962 c. 46.</p>
</note>
</notes>
<proprietary xmlns:ukl="http://www.legislation.gov.uk/namespaces/legislation" xmlns:ukm="http://www.legislation.gov.uk/namespaces/metadata" xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:dct="http://purl.org/dc/terms/" xmlns:atom="http://www.w3.org/2005/Atom" source="#source">
<dc:identifier>http://www.legislation.gov.uk/uksi/1975/1189/article/2/made</dc:identifier>
<dc:title>The Public Trustee (Custodian Trustee) Rules 1975</dc:title>
<dc:publisher>Westlaw</dc:publisher>
<dc:publisher>King's Printer of Acts of Parliament</dc:publisher>
<dc:modified>2011-04-05</dc:modified>
<dc:subject scheme="SIheading">TRUSTEES</dc:subject>
<dc:description>These Rules amend and consolidate rule 30 of the Public Trustee Rules 1912, which specifies the corporations which may act as custodian trustees under the Public Trustees Act 1906, and thus as trust corporations.</dc:description>
<atom:link rel="self" href="http://www.legislation.gov.uk/uksi/1975/1189/article/2/made/data.xml" type="application/xml"/>
<atom:link rel="http://www.legislation.gov.uk/def/navigation/resources" href="http://www.legislation.gov.uk/uksi/1975/1189/resources" title="More Resources"/>
<atom:link rel="http://www.legislation.gov.uk/def/navigation/act" href="http://www.legislation.gov.uk/uksi/1975/1189/made" title="whole act"/>
<atom:link rel="http://www.legislation.gov.uk/def/navigation/introduction" href="http://www.legislation.gov.uk/uksi/1975/1189/introduction/made" title="introduction"/>
<atom:link rel="http://www.legislation.gov.uk/def/navigation/signature" href="http://www.legislation.gov.uk/uksi/1975/1189/signature/made" title="signature"/>
<atom:link rel="http://www.legislation.gov.uk/def/navigation/note" href="http://www.legislation.gov.uk/uksi/1975/1189/note/made" title="note"/>
<atom:link rel="http://www.legislation.gov.uk/def/navigation/body" href="http://www.legislation.gov.uk/uksi/1975/1189/body/made" title="body"/>
<atom:link rel="alternate" type="application/rdf+xml" href="http://www.legislation.gov.uk/uksi/1975/1189/article/2/made/data.rdf" title="RDF/XML"/>
<atom:link rel="alternate" type="application/akn+xml" href="http://www.legislation.gov.uk/uksi/1975/1189/article/2/made/data.akn" title="AKN"/>
<atom:link rel="alternate" type="application/xhtml+xml" href="http://www.legislation.gov.uk/uksi/1975/1189/article/2/made/data.xht" title="HTML snippet"/>
<atom:link rel="alternate" type="text/html" href="http://www.legislation.gov.uk/uksi/1975/1189/article/2/made/data.htm" title="Website (XHTML) Default View"/>
<atom:link rel="alternate" type="text/csv" href="http://www.legislation.gov.uk/uksi/1975/1189/article/2/made/data.csv" title="CSV"/>
<atom:link rel="alternate" type="application/pdf" href="http://www.legislation.gov.uk/uksi/1975/1189/article/2/made/data.pdf" title="PDF"/>
<atom:link rel="alternate" type="application/akn+xhtml" href="http://www.legislation.gov.uk/uksi/1975/1189/article/2/made/data.html" title="HTML5 snippet"/>
<atom:link rel="http://purl.org/dc/terms/tableOfContents" hreflang="en" href="http://www.legislation.gov.uk/uksi/1975/1189/contents/made" title="Table of Contents"/>
<atom:link rel="up" href="http://www.legislation.gov.uk/uksi/1975/1189/made" title="Entire legislation"/>
<atom:link rel="prev" href="http://www.legislation.gov.uk/uksi/1975/1189/article/1/made" title="Provision; Article 1"/>
<atom:link rel="prevInForce" href="http://www.legislation.gov.uk/uksi/1975/1189/article/1/made" title="Provision; Article 1"/>
<atom:link rel="next" href="http://www.legislation.gov.uk/uksi/1975/1189/article/3/made" title="Provision; Article 3"/>
<atom:link rel="nextInForce" href="http://www.legislation.gov.uk/uksi/1975/1189/article/3/made" title="Provision; Article 3"/>
<ukm:SecondaryMetadata>
<ukm:DocumentClassification>
<ukm:DocumentCategory Value="secondary"/>
<ukm:DocumentMainType Value="UnitedKingdomStatutoryInstrument"/>
<ukm:DocumentStatus Value="final"/>
<ukm:DocumentMinorType Value="rule"/>
</ukm:DocumentClassification>
<ukm:Year Value="1975"/>
<ukm:Number Value="1189"/>
<ukm:Made Date="1975-07-18"/>
<ukm:Laid Class="UnitedKingdomParliament" Date="1975-07-28"/>
<ukm:ComingIntoForce>
<ukm:DateTime Date="1975-08-20"/>
</ukm:ComingIntoForce>
</ukm:SecondaryMetadata>
<ukm:Alternatives>
<ukm:Alternative URI="http://www.legislation.gov.uk/uksi/1975/1189/pdfs/uksi_19751189_en.pdf" Date="1975-07-28"/>
</ukm:Alternatives>
<ukm:Statistics>
<ukm:TotalParagraphs Value="4"/>
<ukm:BodyParagraphs Value="4"/>
<ukm:ScheduleParagraphs Value="0"/>
<ukm:AttachmentParagraphs Value="0"/>
<ukm:TotalImages Value="0"/>
</ukm:Statistics>
</proprietary>
</meta>
<portionBody>
<rule eId="article-2">
<num>2</num>
<content>
<p>
The following rule shall be substituted for rule 30 of the Public Trustee Rules 1912
<noteRef href="#f00001" class="footnote" marker="1"/>
, as amended by the Public Trustee (Custodian Trustee) Rules 1971
<noteRef href="#f00002" class="footnote" marker="2"/>
:—
</p>
<p class="BlockAmendment">
<mod>
<quotedStructure class="secondary rule main double" startQuote="" endQuote="">
<rule eId="d4e75">
<num>30</num>
<heading>Corporate Bodies as Custodian Trustees</heading>
<intro>
<p>The following corporations shall be entitled to act as custodian trustees:—</p>
</intro>
<subparagraph eId="d4e81">
<num>a</num>
<content>
<p>the Treasury Solicitor;</p>
</content>
</subparagraph>
<subparagraph eId="d4e87">
<num>b</num>
<intro>
<p>any corporation which:—</p>
</intro>
<clause eId="d4e93">
<num>i</num>
<content>
<p>is constituted under the law of the United Kingdom or of any part thereof, or under the law of any other Member State of the European Economic Community or of any part thereof;</p>
</content>
</clause>
<clause eId="d4e99">
<num>ii</num>
<content>
<p>is empowered by its constitution to undertake trust business (which for the purpose of this rule means the business of acting as trustee under wills and settlements and as executor and administrator) in England and Wales;</p>
</content>
</clause>
<clause eId="d4e105">
<num>iii</num>
<content>
<p>has one or more places of business in the United Kingdom; and</p>
</content>
</clause>
<clause eId="d4e111">
<num>iv</num>
<content>
<p>is—</p>
<p>a company incorporated by special Act of Parliament or Royal Charter, or</p>
<p>
a company registered (with or without limited liability) in the United Kingdom under the Companies Act 1948
<noteRef href="#f00003" class="footnote" marker="3"/>
or under the Companies Act (Northern Ireland) 1960
<noteRef href="#f00004" class="footnote" marker="4"/>
or in another Member State of the European Economic Community and having a capital (in stock or shares) for the time being issued of not less than £250,000 (or its equivalent in the currency of the State where the company is registered), of which not less than £100,000 (or its equivalent) has been paid up in cash, or
</p>
<p>a company which is registered without limited liability in the United Kingdom under the Companies Act 1948 or the Companies Act (Northern Ireland) 1960 or in another Member State of the European Economic Community and of which one of the members is a company within any of the classes defined in this sub-paragraph;</p>
</content>
</clause>
</subparagraph>
<subparagraph eId="d4e130">
<num>c</num>
<content>
<p>
any corporation which is incorporated by special Act or Royal Charter or under the Charitable Trustees Incorporation Act 1872
<noteRef href="#f00005" class="footnote" marker="5"/>
which is empowered by its constitution to act as a trustee for any charitable purposes, but only in relation to trusts in which its constitution empowers it to act;
</p>
</content>
</subparagraph>
<subparagraph eId="d4e138">
<num>d</num>
<intro>
<p>any corporation which is constituted under the law of the United Kingdom or of any part thereof and having its place of business there, and which is either:—</p>
</intro>
<clause eId="d4e144">
<num>i</num>
<content>
<p>established for the purpose of undertaking trust business for the benefit of Her Majesty's Navy, Army, Air Force or Civil Service or of any unit, department, member or association of members thereof, and having among its directors or members any persons appointed or nominated by the Defence Council or any Department of State or any one or more of those Departments, or</p>
</content>
</clause>
<clause eId="d4e150">
<num>ii</num>
<content>
<p>authorised by the Lord Chancellor to act in relation to any charitable, ecclesiastical or public trusts as a trust corporation, but only in connection with any such trust as is so authorised;</p>
</content>
</clause>
</subparagraph>
<subparagraph eId="d4e156">
<num>e</num>
<clause eId="d4e160">
<num>i</num>
<content>
<p>
any Regional Health Authority, Area Health Authority or special health authority, but only in relation to any trust which the authority is authorised to accept or hold by virtue of section 21 of the National Health Service Reorganisation Act 1973
<noteRef href="#f00006" class="footnote" marker="6"/>
;
</p>
</content>
</clause>
<clause eId="d4e168">
<num>ii</num>
<content>
<p>any preserved Board as defined by section 15(6) of that Act, but only in relation to any trust which the Board is authorised to accept or hold by virtue of an order made under that section;</p>
</content>
</clause>
</subparagraph>
<subparagraph eId="d4e174">
<num>f</num>
<content>
<p>
the British Gas Corporation, but only in relation to a pension scheme or pension fund established or maintained by the Corporation by virtue of section 36 of the Gas Act 1972
<noteRef href="#f00007" class="footnote" marker="7"/>
;
</p>
</content>
</subparagraph>
<subparagraph eId="d4e182">
<num>g</num>
<intro>
<p>the London Transport Executive, but only in relation to a pension scheme or pension fund—</p>
</intro>
<clause eId="d4e188">
<num>i</num>
<content>
<p>
which is established or administered by the Executive by virtue of section 6 of the Transport (London) Act 1969
<noteRef href="#f00008" class="footnote" marker="8"/>
, or
</p>
</content>
</clause>
<clause eId="d4e196">
<num>ii</num>
<content>
<p>
in relation to which rights, liabilities and functions have been transferred to the Executive by an order under section 74 of the Transport Act 1962
<noteRef href="#f00009" class="footnote" marker="9"/>
as applied by section 18 of the Transport (London) Act 1969;
</p>
</content>
</clause>
</subparagraph>
<subparagraph eId="d4e204">
<num>h</num>
<intro>
<p>any of the following, namely:—</p>
</intro>
<clause eId="d4e210">
<num>i</num>
<content>
<p>the Greater London Council,</p>
</content>
</clause>
<clause eId="d4e216">
<num>ii</num>
<content>
<p>the corporation of any London borough (acting by the council),</p>
</content>
</clause>
<clause eId="d4e222">
<num>iii</num>
<content>
<p>a county council, district council, parish council or community council,</p>
</content>
</clause>
<clause eId="d4e228">
<num>iv</num>
<content>
<p>the Council of the Isles of Scilly,</p>
</content>
</clause>
<wrapUp>
<p>but only in relation to charitable or public trusts (and not trusts for an ecclesiastical charity or for a charity for the relief of poverty) for the benefit of the inhabitants of the area of the local authority concerned and its neighbourhood, or any part of that area.</p>
</wrapUp>
</subparagraph>
</rule>
</quotedStructure>
</mod>
</p>
</content>
</rule>
</portionBody>
</portion>
</akomaNtoso>