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INDIAN TRUSTS (AMENDMENT) ACT, 2016

INDIAN TRUSTS (AMENDMENT) ACT, 2016

INDIAN TRUSTS (AMENDMENT) ACT, 2016

Preamble - INDIAN TRUSTS (AMENDMENT) ACT, 2016

 

THE INDIAN TRUSTS (AMENDMENT) ACT, 2016

[Act No. 34 of 2016]

[26th July, 2016]

PREAMBLE

An Act further to amend the Indian Trusts Act, 1882.

Be it enacted by Parliament in the Sixty-seventh Year of the Republic of India as follows:-

 

Section 1 - Short title and commencement

 

(1)     This Act may be called the Indian Trusts (Amendment) Act, 2016.

 

(2)     It shall come into force on such date[1] as the Central Government may, by notification in the Official Gazette, appoint.

Section 2 - Substitution of new section for section 20

For section 20 of the Indian Trusts Act, 1882 (hereinafter referred to as the principal Act) (2 of 1882), the following section shall be substituted, namely:-

'20. Investment of trust-money

Where the trust-property consists of money and cannot be applied immediately or at an early date to the purposes of the trust, the trustee shall, subject to any direction contained in the instrument of trust, invest the money in any of the securities or class of securities expressly authorised by the instrument of trust or as specified by the Central Government, by notification in the Official Gazette:

Provided that where there is a person competent to contract and entitled in possession to receive the income of the trust-property for his life, or for any greater estate, no investment in any of the securities or class of securities mentioned above shall be made without his consent in writing.

Explanation.- For the purposes of this section, the expression "securities" shall have the same meaning as assigned to it in clause (h) of section 2 of the Securities Contracts (Regulation) Act, 1956 (42 of 1956).'.

 

Section 3 - Amendment of section 20A

 

In section 20A of the principal Act, in sub-section (1), the proviso shall be omitted.

Statement of Objects and Reasons - INDIAN TRUSTS (AMENDMENT) ACT, 2016

STATEMENT OF OBJECTS AND REASONS

(1)     The Indian Trusts Act, 1882 (2 of 1882) provides the law relating to Private Trusts and Trustees. Section 20 of the Act states that where the trust-property consists of money and cannot be applied immediately or at an early date to the purpose of the trust, the trustee is bound, subject to any direction contained in the instrument of trust, to invest the money in securities enumerated in clauses (a) to (f) of the said section. Clause (a) of section 20 provides for investing the trust-money in promissory notes, debentures, stock and other securities of the United Kingdom of Great Britain and Ireland and clause (b) for bonds, debentures, and annuities charged or secured by Parliament of the United Kingdom. The Law Commission of India, in its 17th Report has, inter alia, recommended for amendment of section 20 and for deletion of the provisions for the securities which have become obsolete.

 

(2)     The Indian Trusts (Amendment) Bill, 2015 seeks to amend sections 20 and 20A of the said Act. The proposed amendments to section 20 empowers the Central Government to notify a class of securities, for the purposes of investing trust-money and it does away with the requirement of case to case approval by the Government of "any security" and provides to the trustees greater autonomy and flexibility to take decisions on investment of trust-money based on their assessment of the risk return trade off and the relevant provisions of the trust deed. It would be consistent with the current economic environment and the present shift from a merit based regulatory regime to a disclosure based regulatory regime.

 

 

(3)     The Bill seeks to enable the Central Government to notify a class of securities for the purposes of investment of trust-money by the trustees in such securities and it deletes reference to the outdated and obsolete securities from the Act.

 

(4)     The Bill seeks to achieve the above objects.