Regulations Governing the Scope of Business, Restrictions on Transfer of Beneficiary Rights, Risk Disclosure, Marketing, and Conclusion of Contract by Trust Enterprises Article 26

In the conduct of trust business, a trust enterprise shall enter a trust agreement with the trustor and sign other contracts or documents as required by law or regulations, and give the original agreement or a copy of the agreement noting thereon that it is identical to the original to the trustor. Where the agreement was not given to the trustor at the time of signing, the trust enterprise should deliver it the trustor by mail or in another agreed manner after signing. Before entering a trust agreement, the trust enterprise shall fulfill its obligation to inform as provided in Article 27 herein and give the trustor a reasonable period of time to read and review it.For a trustor that provides products or services and declares the money paid by his customers to trust under his own name, and names himself the beneficiary, the trust enterprise shall agree on the following matters with the trustor in the trust agreement:1. When the trustor undertakes marketing activities, places advertisements, solicits business or signs contract with clients, the trustor shall inform the targets of marketing, advertisement or business solicitation, or his customers explicitly that the beneficiary of the trust is the trustor, not the trustor's clients, and the trustor shall not mislead the prospective customers or clients into thinking that the trust enterprise is managing the trust assets on behalf of the clients. Where the trustor enters a contract with his customers, the same shall be stated in the contract.2. The trustor or the trust enterprise shall provide a copy of the contract clauses provided in the preceding subparagraph upon the request of the trustor's customers.
中文原文 信託業營運範圍受益權轉讓限制風險揭露及行銷訂約管理辦法第26條
信託業辦理信託業務,應與委託人訂定信託契約及其他依法令應簽署之契約或文件,並交付契約正本或註明與正本完全相符之影本予委託人,未於簽約當時交付者,應於簽約後以郵寄或其他約定之方式交付委託人。
訂約前應盡第二十七條之告知義務,並提供委託人合理審閱期間。
提供商品或服務之委託人,以自己名義,將其客戶所支付之價款信託與信託業,並以自己為受益人者,信託業應於信託契約與委託人約定下列事項:
一、委託人於行銷、廣告、業務招攬或與客戶訂約時,應向其行銷、廣告或業務招攬之對象或其客戶明確告知,該信託之受益人為委託人而非其客戶,委託人並不得使其客戶誤認信託業係為該客戶受託管理信託財產。
委託人有與客戶訂約者,並應於契約中明定。
二、經委託人客戶請求時,委託人或信託業應提供前款所載之約定條款影本。

English translation for reference only; the Chinese text prevails. Not legal advice.