← belizelaw.ai · Trusts, Cap. 202 · PART IV — Duties and Powers of Trustees
Duty to supply information and duty of confidentiality
Cap. 202, s. 28 · Revised Edition 2020
(1) A trustee shall so far as is reasonable and within a reasonable time of receiving a request in writing to that effect,
provide full and accurate information as to the state and amount of the trust property and the conduct of the trust administration to–
(a)
(b) the settlor or protector of the trust;
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(c) in the case of a trust established for a charitable purpose, the Attorney General;
(d) subject to the terms of the trust, any beneficiary of the trust who is of full age and capacity; and
(e) subject to the terms of the trust, any charity for the benefit of which the trust was established.
(2) Subject to the provisions of this Act and to the terms of the trust, and except as is necessary for the proper administration of the trust or by reason of any other Act, the trustee of a trust shall keep confidential all information regarding the state and amount of the trust property or the conduct of the trust administration.
(3) A trustee is not, subject to the terms of the trust and to any order of the Court, obliged to disclose documents which reveal–
(a) his deliberations as to how he should exercise his functions as trustee;
(b) the reasons for any decision made in the exercise of those functions; or
(c) any material upon which such a decision was or might have been based.
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